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Senior Financial Advisor

2 months ago

Oakville, Ontario, Canada National Bank Full time
About the Role

We are seeking a highly skilled and experienced 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 and advice.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and objectives.
  • Conduct thorough financial needs analyses to identify clients' investment and financing needs, and provide tailored solutions to meet those needs.
  • Identify and pursue business development opportunities to grow our client base and increase revenue.
  • Stay up-to-date with changing market conditions and regulatory requirements to ensure that clients receive the best possible advice.
  • Collaborate with colleagues to ensure seamless delivery of financial services and exceptional client experience.
Requirements
  • Bachelor's degree in a related field, such as finance or business.
  • Relevant experience in financial planning and advisory services, with a proven track record of success.
  • Certified Financial Planner (CFP) designation or equivalent.
  • Mutual Fund Representative (MFR) license.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health and wellness programs, flexible insurance options, and a generous pension plan.
  • Opportunities for professional development and growth, including training and mentorship programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.