Investment Planning Expert - Remote Advisory

Enhance your career at National Bank as a Senior Investment Advisor in a remote capacity across Western Canada. Focus on delivering tailored investment and financial solutions for clients' unique needs.

This position offers the chance to work within a dynamic advisory team to develop retirement and financial plans while building lasting relationships. Enjoy a hybrid workplace that balances remote flexibility with in-office collaboration, ensuring you thrive in your professional journey.

Key Responsibilities:

• Illustrate financial advice value through a structured model

• Create detailed financial and retirement plans for clients

• Work alongside mutual funds and securities experts

• Maintain proactive client account management and engagement

• Guide clients to appropriate service experts as needed

Requirements:

• Bachelor’s degree in finance or a related discipline

• 3-5 years in a senior advisory capacity

• Valid Mutual Funds Representative license required

• Experience in developing client relationships

• Excellent problem-solving and teamwork expertise

Bring your investment planning skills to National Bank and support a diverse client base in achieving their financial aspirations.
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