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    Senior Advisor Pensions - Vancouver, BC, Canada - National Bank

    National Bank
    National Bank Vancouver, BC, Canada

    1 week ago

    National Bank background
    Full time
    Description
    Attendance On-Site Job Number 20841

    Category Senior Professional Status:
    Permanent Type of

    Contract Permanent Schedule:

    Full-Time Full Time / Part Time? Full-Time Posting date 29-Apr-2024 Location: Vancouver, British Columbia City Vancouver Province/State British Columbia Area of Interest: Wealth management A career as a Senior Private Wealth Advisor in the Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients.

    This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships, and your knowledge of financial planning.

    Your job

    • Ensure the proper management of a portfolio of wealth management clients, in close collaboration with a senior private advisor colleague
    • Develop the wealthy clientele market for the greater region of Vancouver area both with internal and external partners
    • Increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs
    • Rigorously analyze customer needs and determine with them an integrated financial strategy
    • Direct the implementation of recommendations arising from financial planning
    • Ensure rigorous monitoring of portfolios and establish very frequent contacts with customers in order to follow the evolution of their needs and adapt solutions accordingly
    • Provide exceptional customer service, both in terms of speed, accessibility and competence
    • Work in synergy with all of the National Bank's business lines Your team Within the Private Banking 1859 sector, you will be part of a team working in a boutique office with 25 professionals, and you report to the Regional Vice-President. you organize your weeks between the office, meetings with clients, business development, and events. Our training programs based on learning in action allow you to master your profession. Personalized training content on topics such as financial planning, financial markets, and investment solutions is available to support your continued learning. Prerequisites
    • Bachelor's degree related to the sector of activity and a minimum of 7 years of relevant experience OR master's degree related to the sector of activity and a minimum of 5 years of relevant experience or any other relevant combination of experience and training
    • Completed Securities Course and Standards of Conduct Handbook

    Holding another professional title:
    CFA, CIM, CPA

    • Experience in business development with wealthy clients and/or entrepreneurs
    • Ability to develop trusting and lasting relationships
    • Excellent knowledge of investment products (mastery of financial markets and the economy in order to act appropriately)
    • Knowledge of taxation, retirement planning, and estate planning Skills Press space or enter keys to toggle section visibility Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency Teamwork Your benefits Press space or enter keys to toggle section visibility In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

    Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinic These are a few of the benefits available to you.

    Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

    Press space or enter keys to toggle section visibility We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

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