At a Glance
- Tasks: Support clients in financial planning and investment decisions while collaborating with Financial Planners.
- Company: Join National Bank, a people-focused institution with an entrepreneurial spirit.
- Benefits: Flexible benefits, health programs, pension plans, and employee ownership opportunities.
- Other info: Dynamic work environment with a focus on inclusion and professional growth.
- Why this job: Gain hands-on experience in finance and make a positive impact on clients' lives.
- Qualifications: College diploma or Bachelor's degree with relevant experience; MFR designation preferred.
The predicted salary is between 63000 - 77000 $ per year.
A career at National Bank offers you the opportunity to discover the field of financial planning by playing an advisory role with clients while ensuring that recommendations align with the financial plan established by the Financial Planner. This role allows you to develop your understanding of client needs, strengthen your advisory skills, expand your knowledge of financial planning, and contribute to portfolio results.
Your Role
- Work closely with the Financial Planner(s) assigned to you to help provide enhanced support and service to clients.
- Advise clients by actively listening to their needs and helping them make informed investment decisions.
- In collaboration with the Financial Planner, identify business development opportunities and contribute to portfolio growth and results.
- Identify opportunities for referrals and collaboration with partners in both investment and lending solutions.
- Open certain investment accounts and guide clients on the most appropriate investment strategies to achieve their financial goals.
Your Team
Joining our team means benefiting from the strength and resources of a leading financial institution, access to a broad territory with significant growth potential, and flexible working conditions, all while helping build the financial well-being of people in our communities. Our learning culture is centered on hands-on experience, enabling you to master your profession through practical application. Personalized training content is available to support your continuous development. You will also benefit from collaborating with colleagues who bring diverse expertise, experiences, and perspectives, enriching your professional growth in every aspect.
Prerequisites
- College diploma (DEC) with three years of experience, or a Bachelor's degree with one to three years of relevant experience.
- Mutual Fund Representative (MFR) designation.
- Experience in business development within a financial advisory environment is considered an asset.
- Basic knowledge of investments and wealth management.
- Proficiency with investment-related software and digital tools.
- Ability to manage multiple priorities simultaneously while maintaining a high level of accuracy and attention to detail.
Your Benefits
In addition to competitive compensation, we offer a wide range of flexible benefits starting from your first day to support your well-being and that of your family, including:
- Comprehensive health and wellness program with multiple options
- Flexible group insurance plan
- Generous pension plan
- Employee share ownership program
- Employee and Family Assistance Program (EFAP)
- Preferential banking services
- Opportunities to contribute to community initiatives
- Telemedicine services
- Virtual sleep improvement clinic
Our benefits offering evolves continuously to meet current trends and the changing needs of you and your loved ones. Our dynamic work environments and modern collaboration tools help create a positive employee experience. We value the ideas and feedback of our employees and encourage ongoing dialogue through surveys and development programs.
The Courage to Act in a Human Environment
We are a people-focused bank recognized for our entrepreneurial spirit, boldness, and passion for making a positive difference in people's lives. Our core values of partnership, agility, and empowerment inspire everything we do. Inclusion is central to our commitments. We strive to provide an accessible and barrier-free workplace for all employees and to offer reasonable accommodations throughout the recruitment process. If you require accommodation, please let us know during your initial discussions with us. We welcome candidates from all backgrounds and are eager to discover the unique perspective and value you can bring to our team.
Join us!
Skills
- Communication
- Emotional Intelligence
- Problem Solving
- Teamwork
Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Problem Solving, Standards Compliance, Teamwork.
Investment Advisory Services Associate employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
