Job Description
Location
Calgary, AB T2P 1B9•Hybrid work
Benefits
Pulled from the full job description
Employee assistance program
Wellness program
Full job description
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.
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
Must have knowledge and experience with Canadian Western Bank product offering, systems and processes (Asset)
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!
Calgary, AB T2P 1B9•Hybrid work
Benefits
Pulled from the full job description
Employee assistance program
Wellness program
Full job description
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.
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
Must have knowledge and experience with Canadian Western Bank product offering, systems and processes (Asset)
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!
💡 Quick Summary
Seeking a career-building opportunity? The Exclusive Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Calgary offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
