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Senior Advisor – Exclusive Remote Advisory Service

Apply now Job ID 14074094672 Date posted 09/09/2021

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time


  • Is providing value-added advice to assigned clients and developing long-term client relationships important to you? Are you especially keen on giving investment advice?
  • Do you like to work on a team and innovate?

Join the new Exclusive Remote Advisory Service team and play a key role supporting clients in achieving their overall financial goals in a dynamic and stimulating working environment. 

Based at the Montreal head office of National Bank of Canada, you will be promoting the best wealth management offer available! You and your colleagues will support a unique service offering in the industry by providing a simplified client experience. With this new model, clients will benefit from an expanded product offering. 

In this role, you will report to the Senior Manager and your main challenges will be to:

  • Take a 360 approach to giving advice (investment, financing and protection) and support the clients assigned to the Exclusive Remote Advisory Service using a defined model
  • Manage the long-term relationship with our clients (acquisition, retention) 
  • Understand client profiles and their investment, financing and protection needs, with a focus on investment
  • Direct clients to the appropriate service offering, based on the level of advice required and the appropriate channel. 
  • Deliver retirement and financial plans to support clients with their finances
  • Clearly explain the business model behind the Exclusive Remote Advisory Service team’s service offering to engage clients
  • Provide outstanding customer service, and high-quality advice that meets our standards
  • Adhere to compliance and risk management rules 

Specifically, you will:

  • Manage a portfolio of assigned clients
  • Contribute to growing the Bank’s investment market share and number of clients by offering current and new clients integrated financial solutions adapted to their needs
  • Analyze clients’ portfolios based on the information available and obtained
  • Assess risk tolerance, personal objectives and clients’ needs based on their age and life situation
  • Develop financial plans and investment and withdrawal strategies based on individual client needs 
  • Contact clients in accordance with established standards

Required competencies:

  • Bachelor's degree in administration with a major in finance or a related field
  • Minimum of 5 years of experience in an advanced advisory role
  • Excellent knowledge of investment products
  • Canadian Securities Course (CSC) successfully completed
  • Conduct and Practices Handbook Course successfully completed
  • Business development experience
  • Bilingualism (English and French), required
  • Financial planner designation, an asset

Does this challenge interest you? Submit your application and do not hesitate to contact Sothoeun Nem, the team manager, if you have any questions.

When this new team is launched, you will work Monday to Friday (standard office hours). Depending on how client needs evolve, some evening shifts may become available.  You and your collaborators will be serving clients across Canada remotely by phone.

**To learn more about this new service offering, consult our client website at:https://www.nbc.ca/personal/savings-investments/exclusive-counseling.html

Your benefits

Upon hiring, you will be eligible for a wide range of benefits.  In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Exclusive banking services
  • Volunteer program
  • Telemedicine
  • Virtual sleep clinic

These are just a few of the many benefits we offer.  We've rolled out a number of additional measures to ensure your health, safety and well-being during the pandemic. 

Our dynamic work environments and cutting-edge collaboration tools foster a pleasant employee experience.  We actively listen to employees’ ideas.  Whether through our surveys or programs, regular feedback is encouraged.

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's accessible to all employees. 

We want our recruitment process to be fully accessible.  If you require accommodation, feel free to let us know during our initial conversations.

We welcome all candidates! What can you bring to our team?

Particular Condition:Please note that the interview process will be ongoing. The position will be on line until the job is filled.

JobField: Wealth Management

Unposting Date: 2021-09-23

Job Number: INV00021

Posting Date: 2021-09-09

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