Financial Planning Expert
1 month ago
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
- 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
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
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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