Exclusive Advisor
National Bank
This is a Contract position in Montreal, QC posted November 5, 2024.
A career with National Bank as a Senior Investment Advisor will enable you to develop your financial planning skills and advance your career in the investment field. As part of the remote advisory team, you'll have the opportunity to work in both mutual funds and securities to broaden the investment offering available to our customers.
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
Your team
As part of the Remote Consulting team, you'll be part of a large team of 30 advisors grouped into small multidisciplinary teams, to better serve the customers in your portfolio.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For this role, we offer hybrid work schedule 2 days remote and 3 days in the office, to help you achieve work/life balance and flexible leave that you can take when it’s important to you.
We favor a variety of forms of continuous learning to enrich your development, including learning in action, training content made available to you and working in collaboration with colleagues of diverse expertise and profiles.
Prerequisites
- Bachelor's degree in administration, finance or related field
- 3-5 years' experience in an advanced advisory role in investment, financing and protection
- Current Mutual Funds Representative (MFR) license
- Experience in business development
- Ability to develop long-term relationships with customers
- Team player with excellent communication skills
Your benefits
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.
- 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
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!!
