Financial Planner

Join to apply for the Financial Planner role at National Bank of Canada. A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job Identify clients’ investment and financing needs to draft a personalized financial plan. Advise clients based on their needs and market trends to offer customized solutions. Create business development opportunities to increase the number of clients and the volume of existing portfolios. Ensure that service and operational quality standards are applied, and compliance and risk management rules are followed. Your team With National Bank, you benefit from working with a large established company, covering a large territory, and enjoying flexible working conditions while helping local people build their lives. Our training programs use on-the-job learning to help you master your role. Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development. Prerequisites Bachelor's degree or equivalent recognized by the IPF. Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months. Mutual fund representative (MFR) licence. Experience in portfolio management with business development objectives. Business development experience in the financial advisory services field. Your benefits Health and wellness program, including many options. Flexible group insurance. Generous pension plan. Employee Share Ownership Plan. Employee and Family Assistance Program. Preferential banking services. Opportunities to get involved in community initiatives. Telemedicine service. Virtual sleep clinic. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through surveys or programs, regular feedback and ongoing communication are encouraged. 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 Additional required languages: French. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Banking #J-18808-Ljbffr