Asset Management
4 weeks ago
A career 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. 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.
Our learning-by-doing training programs enable you to master your job. p>
Prerequisites:
- Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services.
Skills:
- Client Education
- Client-focused
- Communication
- Diversity & Inclusion
- Driving Results
- Emotional Intelligence
- Empathy
- Initiative
- Learning Agility
- Objection Handling
- Perseverance
- 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.
- Preferential banking services.
- Opportunities to get involved in community initiatives.
- Virtual sleep clinic.Why work at National Bank?
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