Strategic Investment Advisor
4 weeks ago
We are seeking a highly skilled Strategic Investment Advisor to join our team at National Bank Financial Wealth Management (NBFWM). As a key member of our Strategy and Investment Solutions team, you will play a crucial role in supporting our wealth advisors in delivering exceptional client experiences.
Key Responsibilities- Act as a trusted advisor and expert within the Strategy and Investment Solutions team, providing guidance and support to wealth advisors.
- Collaborate with wealth advisors to develop tailored solutions for their clients, leveraging your knowledge of fee-based offerings and wealth management best practices.
- Conduct analyses to provide essential information for the firm's strategic decision-making and support advisors in their client-facing decisions.
- Stay informed of industry trends and changes, identifying opportunities to improve service offerings and drive business growth.
We are looking for a highly motivated and experienced professional with a strong background in business administration and a passion for wealth management. You will have a bachelor's degree in business administration and at least 2 years of experience in the business world. Your excellent communication and interpersonal skills will enable you to build strong relationships with colleagues and wealth advisors.
What We OfferIn addition to a competitive compensation package, you will be eligible for a wide range of flexible benefits to support your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and opportunities to get involved in community initiatives.
About National BankWe are 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 people's lives, and our core values of partnership, agility, and empowerment inspire us. We offer a barrier-free workplace that is accessible to all employees and are committed to inclusivity and diversity.
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Strategic Investment Advisor
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Strategic Investment Advisor
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Senior Investment Advisor
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Senior Investment Advisor
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Senior Investment Advisor
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