Executive Wealth Advisor

Core Functions: Execute integrated sales and relationship management strategies that are in alignment with NCBCM's strategic objectives to achieve desired revenue and service standards. Increase the Company's market share in the securities markets by cultivating and pursuing sale leads, selling and cross-selling the company's products and services and strengthening the relationship between the company and its customers and prospects. Manage specific accounts, especially institutional and high net worth clients. Provide portfolio analysis, management, appropriately measure risk tolerance and asset allocation of client portfolios. Provide sound investment advice and solutions to existing and new customers to meet their financial objectives while providing exceptional service. Represent the Company at promotional functions (this will also include presentations to individual and/or corporate clients) and provide reports on new business leads garnered. Either: Master's Degree in Finance, Business Administration, or Accounting and a minimum of three (3) years' Senior Advisory experience at a Financial Institution. Certified Financial Planner (CFP) designation is an asset. Or: Bachelor's Degree or Professional accreditation leading to designation of Certified Financial Planner and a minimum of seven (7) years' Senior Advisory experience at a Financial Institution.

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