National Bank Financial Group Looking for Senior Advisor Exclusive Remote Advisory Service at Canada Full Time

Senior Advisor Exclusive Remote Advisory Service

Primary Location : CA-QC-Montreal Island-Montreal

Employee Status : Regular :

Schedule : Full-time Number of hours (if position is part-time indicate the number of hours): : 37.5

Looking to advance your career in the investment field? Join our new team! You’ll adopt a friendly approach as you provide sound advice to the clients assigned to your team’s portfolio. As a Senior Investment Advisor at National Bank, you’ll get the chance to hone and promote your skills in financial planning.

Our remote advisory team has adopted an innovative model in the industry. By combining mutual funds and securities, we can expand the range of investments we offer our clients.

Your role:

• Demonstrate the value of advice to your clients by applying a defined model and advisory approach (investment, financing and protection)

• Build retirement plans, financial plans and retirement withdrawal plans to support clients during the key moments of their financial lives

• Work with a multidisciplinary team (mutual funds and securities) to offer clients an outstanding investment experience and take charge of their financial needs

• Manage long-term relationships with your clients (acquisition, retention) and be diligent in monitoring their accounts

• Promote the service offering associated with this business model to enhance client engagement

• As needed, direct clients to the appropriate expert (insurance specialists, financing experts, the full-service advisor (IIROC), people in the commercial banking sector, etc.)

• Adhere to compliance and risk management rules

• Maintain appropriate communication to satisfy clients according to established standards

Supported by your leaders, you’ll collaborate with some 30 advisors. You’ll be put into small multidisciplinary teams to better serve the clients in your portfolio. You’ll deliver a 360-degree advisory approach that helps clients meets their financial goals and is adapted to their life events.

You will work Monday to Friday in a hybrid work schedule (standard office hours). Depending on how client needs evolve, some evening shifts may become available.

Required competencies:

• Bachelor’s degree in administration with a major in finance or related to the sector of activity

• Minimum of 5 years of experience in an advanced investment role

• Current mutual fund representative (MFR) licence

• Business development experience

• Excellent knowledge of the overall advisory approach (investment, financing and protection)

• Ability to develop lasting relationships with clients

• Ability to work in a team and excellent communication skills

• Bilingualism is required to support over the phone all Canadian clients.

Preferred competencies:

• Canadian Securities Course licence. an asset

• Financial planner certification, an asset

Your advantages

In addition to competitive compensation, we offer you, as soon as you are hired, a host of flexible benefits to promote your well-being and that of your family.

• Health and wellness program, including many options

• Flexible group insurance

• Generous pension plan

• Employee Share Ownership Plan

• Employee and Family Assistance Program

• Preferential banking services

• Initiatives promoting community involvement

• Telemedicine service

• Virtual sleep clinic

These are some examples that are accessible to you. We offer an evolving offer on the lookout for trends, your needs and those of your loved ones. Our dynamic work environments and modern collaboration tools support an enjoyable employee experience. We place a lot of room for employees’ ideas. Whether through our surveys or through our programs, ongoing dialogue and feedback are encouraged.

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. Our mission is to have a positive impact on peoples’ lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

#LI-MC1

Job field : Financial planners

Job Posting : Feb 28, 2023

Unposting Date : Mar 8, 2023

Work Postal Code: : H3B2G7

Job Number : FIN009DS

Req ID: FIN009DS