Financial Planner

Area(s) of interest: Advisory services, Personal banking

Location(s): Montreal

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 in order 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
- Make sure 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 (with all the potential it has to offer), 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

Languages: French

Skills

- Business Development
- Client Education
- Communication
- Driving Results
- Emotional Intelligence
- Finance
- Information Analysis
- Insurance
- Investments
- Legislation
- Proposal Generation
- Readiness
- Retirement Planning
- Taxations
- Teamwork

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 options
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Virtual 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

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?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. 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.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?

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