Financial Planning Expert

2 months ago

SaintJeansurRichelieu, Quebec, Canada NBC Full time
{"h1": "Financial Planner Role at NBC", "p": "As a Financial Planner at NBC, you will be a key player in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial plans, tailored to each client's unique needs and circumstances.

Your responsibilities will include:

* Identifying clients' investment and financing needs to create customized financial plans
* Providing expert advice on investment and financial products to clients
* Developing business relationships and identifying opportunities to grow existing portfolios
* Ensuring compliance with regulatory requirements and maintaining high-quality service standards

In this role, you will have the opportunity to work with a dynamic team, leveraging your skills and expertise to make a positive impact on clients' lives.

If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

**Requirements:**

* Bachelor's degree or equivalent recognized by the IQPF
* Diploma from the Institut Québécois de Planification Financière (IQPF) 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

**What We Offer:**

* Competitive compensation package
* Comprehensive benefits program
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

At NBC, we are committed to creating a workplace that is inclusive, diverse, and barrier-free. We welcome applications from qualified candidates who share our values and are passionate about making a difference in the lives of our clients.

If you are interested in this opportunity, please submit your application, including your resume and a cover letter, to [insert contact information].

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

**About NBC:**

NBC is a leading financial institution dedicated to providing exceptional service to our clients. We are committed to creating a workplace that is inclusive, diverse, and barrier-free.

**Contact Us:**

If you have any questions or would like to learn more about this opportunity, please do not hesitate to contact us.

We look forward to hearing from you

Best regards,
[Your Name]"}

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