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Personal Finance Advisor
2 months ago
Role Summary: We are seeking a highly skilled and motivated Financial Planner to join our team at NBC. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals through personalized financial planning and advisory services.
Key Responsibilities:- Develop and implement personalized financial plans that meet the unique needs and objectives of our clients.
- Identify and analyze clients' investment and financing needs to provide tailored financial planning solutions.
- Identify and pursue business development opportunities to grow our client base and increase revenue.
- Stay up-to-date with changing client needs and adapt our services to provide exceptional customer experiences.
- Ensure compliance with quality and operational standards and maintain a high level of professionalism in all interactions.
- Bachelor's degree or equivalent in a related field, along with relevant experience in business development and financial advisory services.
- Diploma from a recognized financial planning institution or equivalent, such as the Institut Québécois de Planification Financière (IQPF).
- Mutual Fund Representative (RCM) Licence and portfolio management experience with business development objectives.
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
- Competitive compensation package and a range of benefits to support your well-being and that of your family.
- Opportunities for professional growth and development through training and mentorship programs.
- A dynamic and inclusive work environment that values diversity and promotes a positive employee experience.
