Senior Investment Advisor

2 weeks ago


Montreal, Quebec, Canada National Bank Full time

Company Overview

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National Bank is 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.

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Salary

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The estimated salary for this role is $80,000 - $120,000 per year, based on the level of experience required and the location in Montreal.

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Job Description

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As a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank, you will play a key role in helping clients achieve their life goals. This position allows you to have a positive impact on our organization, thanks to your experience in client service, your knowledge of investment products, and your skills in offering quality advice.

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Your responsibilities will include:

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  • Cultivating long-term relationships with our clients">
  • Managing a portfolio of assigned clients">
  • Helping clients achieve their financial goals">
  • Identifying opportunities for synergy between sectors">
  • Ensuring compliance and risk management">
  • Directing clients to the right service offering, according to their needs">
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Required Skills and Qualifications

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To be successful in this role, you will need:

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  • A Bachelor's degree in business administration, finance, or a related field">
  • A minimum of 5 years of experience in an advisory role">
  • An IIROC registered representative's license">
  • Proficiency in investment products">
  • Fluent spoken and written English and intermediate French">
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Benefits

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In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

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This includes:

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  • A health and wellness program, including many options">
  • Flexible group insurance">
  • A generous pension plan">
  • An Employee Share Ownership Plan">
  • An Employee and Family Assistance Program">
  • Preferential banking services">
  • Opportunities to get involved in community initiatives">
  • Telemedicine service">
  • Virtual sleep clinic">
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Work Environment

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You will work in a dynamic environment with cutting-edge collaboration tools that foster a positive employee experience.

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We actively listen to employees' ideas and encourage regular feedback and ongoing communication.

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About Us

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We welcome all candidates and are committed to creating a barrier-free workplace that is accessible to all employees.



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