Financial Planning

3 weeks ago

Barrie ON, Canada Banque Nationale du Canada Full time

Advisory services, Personal banking
Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. You can join a Bank where you will be recognized and where you can make a positive impact
Realize personalized financial planning that will meet the needs and objectives of your clients
Identify clients' investment and financing needs in order to offer them the best financial planning solutions
Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.
As part of a large team of colleagues in the Personal Banking sector, you will report to the Financial Planners Manager. Our learning-by-doing training programs enable you to master your job. Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
Languages: Banking Client Education Client-focused Communication Driving Results Emotional Intelligence Empathy Financial Planning Initiative Objection Handling Perseverent Proposal Generation Resiliency Teamwork Time Management
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.


Flexible group insurance
Generous pension plan
Preferential banking services
Opportunities to get involved in community initiatives
Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Why work at National Bank?
This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued.

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