Exclusive Advisor

Attendance

Hybrid

Job number

22873

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

07-Oct-2024

Location: Montreal, Quebec

City

Montreal

Province/State

Quebec

Area of Interest: Wealth management

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

Languages:

French

Skills

Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency Teamwork

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!!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?