Financial Planning Expert

4 weeks ago


Richmond, British Columbia, Canada NBC Full time
Job Summary

We are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for advising clients on their financial plans and providing personalized solutions to meet their needs.

Key Responsibilities
  • Conduct financial needs assessments to identify clients' investment and financing needs
  • Develop and implement financial plans tailored to clients' goals and objectives
  • Provide ongoing advice and guidance to clients on their financial plans
  • Identify business development opportunities to increase client base and portfolio growth
  • Maintain compliance with regulatory requirements and risk management standards
Requirements
  • Bachelor's degree or equivalent recognized by FP Canada
  • Diploma from FP Canada, Certified Financial Planner (CFP) 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
  • Flexible benefits to promote wellbeing and family support
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
About Us

National Bank is 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. We offer a barrier-free workplace that is accessible to all employees.



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