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.
This opportunity can be based anywhere in Western Canada : Calgary, Manitoba, Saskatchewan or Alberta.
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
- Be involved in the integration of Canadian Western Bank by working directly with clients to transition them to National Bank and deliver the National Bank offer and solutions.
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
- Must have 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
Languages: English
SkillsPress space or enter keys to toggle section visibility
Business Expansion Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Investments products for individuals Listening Savings & Investments
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 such as:
* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
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 value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
