City : Red Deer

Category : Regular Full-time

Industry : Finance

Employer : National Bank

As part of a team of investment advisors, the Senior Advisor Financial Planning is called   upon to act as a client consultant by providing high-level expertise in financial planning and optimizing business opportunities by offering related products (insurance, etc.). Flexible workplace: Red Deer, Calgary or Edmonton, Alberta.

Key  Financial Planning responsibilities  (max. 75% of the time):

• Assess and identify clients' financial planning needs and propose appropriate solutions
• Write all types of financial plans (partial and complete) and retirement projections and follow up with clients
• Develop with clients an action plan adapted to their situation and direct its implementation
• Establish a relationship of trust with customers in order to ensure their loyalty and initiate proposals to go beyond their needs
• Answer questions from the team's investment advisors and investment assistants in the area of financial planning and pension plans
• Contribute to the improvement and evolution of work processes
• Establish and maintain effective communications
• Monitor market developments and keep abreast of trends in order to propose the necessary adjustments

Key business development responsibilities  (minimum 25% of the time):

• Identify and develop business opportunities and promote cross-selling by offering related products and redirecting customers to our internal partners (personal networks, sales and insurance, etc.)
• Generate the entry of new assets, new customers and contribute to the increase in the profitability of the team's portfolios
• Offer sales-consulting services according to the profiles and needs of customers
• The incumbent will be assigned specific business development objectives and will be measured against the achievement of these objectives

Competencies Required

• Completed bachelor's degree, related to the industry, and six years of relevant experience or Completed master's degree, related to the business line, and four years of relevant experience
• Financial Planner Designation Obtained
• Financial Math Skills
• Oral and written communication skills
• Developed sense of customer relationships (internal and external)
• Significant experience in business development
• Good knowledge of the field of  investments and  wealth management
• Varied expertise (personal taxation, estate planning, pension plans), desirable
• Be results-oriented
• Have business acumen, political acumen, know how to negotiate and show perseverance
• Know how to plan
• Bilingualism (spoken/written), French and English

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
• Preferred 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 wellbeing during the pandemic. 

 We're putting 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 is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

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

Ready to live your ambitions?

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