Financial Services Consultant with Portfolio Management Expertise
6 days ago
A career as a Financial Services Consultant in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for high net worth clients. This role allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of financial planning.
- Increase assets under management by offering wealth management advisory services tailored to client needs.
- Direct the implementation of recommendations arising from comprehensive financial planning.
- Ensure rigorous monitoring of portfolios and establish regular contacts with customers to follow the evolution of their needs and adapt solutions accordingly.
- Collaborate with all National Bank business lines to deliver integrated financial solutions.
Your Team:
Within the Commercial & Private Banking 1859 sector, you are part of a dynamic team of around thirty colleagues, and you report to the regional vice-president GP1859. You organize your weeks between office work, meetings with customers, events, and remote work.
Our training programs based on experiential learning allow you to master your profession. Personalized training content on topics such as financial planning, financial markets, and investment solutions is available to support your continued learning and development.
Prerequisites:
- Bachelor's degree related to the finance sector and a minimum of 7 years of relevant experience OR master's degree related to the finance sector and a minimum of 5 years of relevant experience or any other relevant combination of experience and training.
- Knowledge of taxation, retirement planning, and estate planning.
Languages: English
Key SkillsAccountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork.
In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Preferential banking services.
- Opportunities to get involved in community initiatives.
- Virtual wellness programs.We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.
We foster an inclusive and diverse environment where each person's unique qualities, whether visible or invisible, are celebrated and valued.
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