Senior Financial Advisor
2 days ago
About Us
">National Bank is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. Our team of experts provides personalized service and innovative solutions to meet the diverse needs of our clients.
">Job Summary
">We are seeking a highly skilled Senior Financial Advisor to join our team in Dolbeau-Mistassini, Quebec. As a Senior Financial Advisor, you will be responsible for providing expert financial planning and advice to clients, identifying investment and financing opportunities, and developing business relationships to drive growth and success.
">About the Role
">This is an exciting opportunity to join a dynamic team and contribute to the success of National Bank. As a Senior Financial Advisor, your key responsibilities will include:
">- ">
- Providing expert financial planning and advice to clients, taking into account their individual needs and goals.">
- Identifying investment and financing opportunities for clients, and developing strategies to capitalize on these opportunities.">
- Developing and maintaining strong business relationships with clients, colleagues, and other stakeholders.">
- Staying up-to-date with market trends and regulatory changes to ensure compliance and deliver exceptional results.">
Requirements
">To be successful in this role, you will need:
">- ">
- A Bachelor's degree or equivalent recognized by the IPF.">
- Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months.">
- Mutual fund representative (MFR) licence.">
- Experience in portfolio management with business development objectives.">
- Business development experience in the financial advisory services field.">
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse groups.">
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.">
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.">
Benefits
">National Bank offers a competitive compensation package, including:
">- ">
- Estimated salary: $80,000 - $120,000 per year, depending on experience.">
- Comprehensive health and wellness program, including group insurance and pension plan.">
- Employee Share Ownership Plan and Employee and Family Assistance Program.">
- Preferential banking services and opportunities to get involved in community initiatives.">
- Telemedicine service and virtual sleep clinic.">
- Ongoing training and professional development opportunities to enhance your skills and knowledge.">
About You
">We welcome applications from motivated and experienced professionals who are passionate about delivering exceptional results and making a positive impact. If you have a proven track record of success in financial planning and business development, and are committed to excellence in customer service, we encourage you to apply.
">Location
">This position is located in Dolbeau-Mistassini, Quebec.
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