Senior Investment Advisor

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: Calgary, Manitoba, Saskatchewan or Alberta.Your roleDemonstrate 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 livesWork with a multidisciplinary team (mutual funds and securities) to offer clients an outstanding investment experience and take charge of their financial needsManage long-term relationships with your clients (acquisition, retention) and be diligent in monitoring their accountsPr...