Financial Planning Expert

1 month ago


Montreal, Quebec, Canada NBC Full time
Job Title: Financial Planner

As a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after by individuals and families seeking personalized financial planning services.

Key Responsibilities:
  • Conduct thorough financial assessments to identify clients' investment and financing needs
  • Develop and implement customized financial plans to meet clients' objectives
  • Provide ongoing advice and guidance to clients to ensure their financial plans remain on track
  • Identify opportunities to grow clients' portfolios and increase revenue
  • Maintain high standards of service quality and ensure compliance with regulatory requirements
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
Language Requirements:

Fluency in French and English is required, as you will be working with clients who speak both languages.

What We Offer:
  • Competitive compensation package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Access to cutting-edge technology and tools
  • Flexible benefits package, including health and wellness programs, group insurance, and pension plan
About Us:

National Bank is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We value diversity, inclusion, and employee well-being, and offer a range of benefits and programs to support our employees' success.



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