Senior Financial Advisor
3 weeks ago
Job Title: Senior Financial Advisor
Job Summary:
We are seeking a Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.
Key Responsibilities:
- Develop and implement personalized financial plans for clients
- Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
- Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
- Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules
Requirements:
- Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
- Certified Financial Planner (CFP) Designation or on track to become CFP in the next 12 months
- Mutual Fund Representative (MFR) Licence
- Portfolio management experience with business development objectives to achieve
- Good team player and have a collaborative spirit
What We Offer:
- Competitive compensation
- Flexible benefits to help promote your wellbeing and that of your family
- Opportunities to get involved in community initiatives
About Us:
We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.
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