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Financial Advisor

1 month ago

Vald'Or, Quebec, Canada National Bank Full time

National Bank offers a dynamic opportunity for a Financial Advisor - Client Relationship Specialist to join their team.

Salary: $80,000 - $120,000 per year, depending on experience.

Job Description

We are seeking a skilled and dedicated individual to support our clients in achieving their financial goals. As a Financial Advisor - Client Relationship Specialist, you will be responsible for managing a portfolio of clients, providing personalized advice and guidance, and building long-term relationships with them.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Provide expert advice on investment strategies, retirement planning, and wealth management.
  • Collaborate with cross-functional teams to ensure seamless delivery of services to clients.
  • Maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements.
Requirements

To succeed in this role, you will need:

  • A degree in finance, business, or a related field.
  • Professional designations such as CFP or CFA.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Proficiency in software applications such as CRM systems and financial planning tools.
Benefits

National Bank offers a comprehensive benefits package, including:

  • Competitive salary and bonus structure.
  • Comprehensive health and wellness program.
  • Flexible work arrangements, including remote work options.
  • Opportunities for professional development and growth.