Financial Planner

3 weeks ago

MontSaintHilaire, Canada National Bank Full time
Attendance On-Site Job Number 18395 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Jan-2024 Location: Mont-Saint-Hilaire, Quebec City Mont-Saint-Hilaire Province/State Quebec Area of Interest: Advisory services, Personal banking

As a Financial Planner, you will play an important role with your clients. 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. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. You can join a Bank where you will be recognized and where you can make a positive impact

Your role

• Develop financial plans that will meet your client's needs and objectives

• Identify clients' investment and financing needs to offer them the best financial planning solutions

• Identify and capitalize on business development opportunities to increase the number of new clients and the volume of existing portfolios

• Stay on top of clients' changing needs to offer them tailored solutions and a red carpet experience

• Make sure that service and operational quality standards are applied and compliance and risk management rules are followed

Your team

With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.

Basic requirements

• Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services

• Certified financial planner (CFP) or on track to become one in the next 12 months

• Mutual Fund Representative Licence (MFSRs)

• Portfolio management experience with business development objectives to achieve

• Good team player and have a collaborative spirit

Languages:
Language: English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Accountability Client Education Client-focused Diversity & Inclusion Driving Results Financial Planning Investments products for individuals Objection Handling Perseverent Personal Financial Planning Proposal Generation Resiliency Retirement Savings Time Management

Your benefits

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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. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:

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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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal

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