Senior Investment Advisor at National Bank

Elevate your investment advisory skills with National Bank as a Senior Investment Advisor in a hybrid role. Work remotely and in-office while providing expert financial planning to clients across Western Canada.

In this intermediate professional role, you will develop comprehensive financial plans, manage key client relationships, and work collaboratively with a diverse team specializing in mutual funds and securities. Your ability to advise clients on investments and retirement strategies will be paramount to their financial success, enhancing both client engagement and overall satisfaction.

Key Responsibilities:

• Demonstrate the value of advice through a defined advisory model

• Build and manage retirement and financial plans for clients

• Foster long-term relationships and monitor client accounts

• Promote the comprehensive service offerings available to clients

• Ensure compliance with risk-management standards

Requirements:

• Bachelor’s degree in finance or related field

• 3-5 years in advanced advisory roles

• Current Mutual Funds Representative license

• Proven experience in business development

• Excellent communication and relationship-building skills

Drive impactful financial solutions and grow your career with National Bank by becoming a trusted advisor to clients.
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