Financial Planner

4 weeks ago


Barrie, Ontario, Canada National Bank Full time
About the Role

We are seeking a highly skilled and motivated Financial Planner to join our team at National Bank. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement personalized financial plans for clients
  • Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
  • Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
  • Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules
Requirements
  • Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
  • Certified Financial Planner (CFP) Designation or on track to become CFP in the next 12 months
  • Mutual Fund Representative (MFR) Licence
  • Portfolio management experience with business development objectives to achieve
  • Good team player and have a collaborative spirit
What We Offer
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

  • Financial Planner

    4 weeks ago


    Barrie, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.Key ResponsibilitiesDevelop and implement comprehensive financial plans that meet the unique needs and objectives of...

  • Financial Planner

    4 weeks ago


    Barrie, Ontario, Canada National Bank Full time

    Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. You will work closely with a team of professionals to provide personalized financial planning services, leveraging your expertise in business development and financial advisory services.Key Responsibilities:Develop...

  • Financial Planner

    4 weeks ago


    Barrie, Ontario, Canada National Bank Full time

    Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. You will work closely with a team of professionals to provide personalized financial planning services, leveraging your expertise in business development and financial advisory services.Key Responsibilities:Develop...

  • Financial Planner

    3 weeks ago


    Barrie, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planner to join our team at National Bank. As a key member of our Personal Banking sector, you will play a vital role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized financial plans that meet the unique needs and objectives of our...


  • Barrie, Ontario, Canada National Bank Full time

    Financial Planner Role at National BankA career as a Financial Planner at National Bank offers a unique opportunity to work closely with clients to help them achieve their life goals through the development of their financial plans. By leveraging the 7 fields of financial planning, you will play a key role in providing personalized advice and guidance to...


  • Barrie, Ontario, Canada National Bank Full time

    Financial Planner Role at National BankA career as a Financial Planner at National Bank offers a unique opportunity to work closely with clients to help them achieve their life goals through the development of their financial plans. By leveraging the 7 fields of financial planning, you will play a key role in providing personalized advice and guidance to...

  • Financial Planner

    1 month ago


    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Planner

    1 month ago


    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Planner

    4 weeks ago


    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Planner

    4 weeks ago


    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...


  • Barrie, Ontario, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Royal Bank of Canada Financial Planner, you will have the opportunity to grow and manage a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...


  • Barrie, Ontario, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a Financial PlannerAt Royal Bank of Canada, we're seeking a talented Financial Planner to join our team. As a key member of our Personal and Commercial Banking division, you'll have the opportunity to build and manage a portfolio of mass affluent clients, providing them with comprehensive financial planning advice and helping them...


  • Barrie, Ontario, Canada National Bank Full time

    Job Summary:We are seeking a skilled Professional Financial Services Expert to join our team at National Bank. In this role, you will work closely with clients to provide personalized financial planning and advice, helping them achieve their life goals through the development of their financial plan.Key Responsibilities:Develop and implement effective...


  • Barrie, Ontario, Canada National Bank Full time

    About the Role:We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning and advice.Key Responsibilities:Develop and implement comprehensive financial plans for...


  • Barrie, Ontario, Canada National Bank Full time

    Job Summary:We are seeking a skilled Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping clients achieve their financial goals through personalized financial planning.Key Responsibilities:Develop and implement financial plans that meet the needs and objectives of clientsIdentify...


  • Barrie, Ontario, Canada National Bank Full time

    Lead a Career in Financial PlanningIn this pivotal role, you will play a crucial part in shaping the financial futures of our clients. With expertise in the seven key areas of financial planning, you will collaborate closely with your team to deliver personalized advice and guidance, helping clients achieve their life goals through tailored financial...


  • Barrie, Ontario, Canada National Bank Full time

    Job Title: Senior Financial AdvisorJob Summary:We are seeking a Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.Key Responsibilities:Develop and implement personalized financial plans for...


  • Barrie, Ontario, Canada National Bank Full time

    Job Summary:We are seeking a Senior Financial Services Professional to join our team at National Bank. As a key member of our advisory services team, you will play a vital role in helping clients achieve their financial goals through personalized financial planning.Key Responsibilities:Develop and implement comprehensive financial plans tailored to clients'...


  • Barrie, Ontario, Canada National Bank Full time

    Job Summary:We are seeking a skilled Financial Planning Specialist to join our team at National Bank. As a Financial Planning Specialist, you will play a key role in helping clients achieve their financial goals through personalized financial planning.Key Responsibilities:Develop and implement comprehensive financial plans for clientsIdentify and exploit...


  • Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Unlock Your Potential as a Financial Services ProfessionalRoyal Bank of Canada is seeking a skilled and motivated individual to join our team as a Financial Services Professional. In this role, you will have the opportunity to build and manage long-term client relationships, leveraging your investment strategy to create customized wealth management and...