Senior Investment Advisor
2 weeks ago
Company Overview
">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.
">Salary
">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.
">Job Description
">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.
">Your responsibilities will include:
">- ">
- 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">
Required Skills and Qualifications
">To be successful in this role, you will need:
">- ">
- 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">
Benefits
">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.
">This includes:
">- ">
- 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">
Work Environment
">You will work in a dynamic environment with cutting-edge collaboration tools that foster a positive employee experience.
">We actively listen to employees' ideas and encourage regular feedback and ongoing communication.
">About Us
">We welcome all candidates and are committed to creating a barrier-free workplace that is accessible to all employees.
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