Senior Financial Planner

1 week ago


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

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

Key Responsibilities
  • Develop and implement comprehensive financial plans that meet the unique needs and objectives of our clients.
  • Identify and capitalize on business development opportunities to grow our client base and increase revenue.
  • Collaborate with our team to provide exceptional client service and support.
  • Stay up-to-date with industry trends and developments to ensure our clients receive the best possible advice.
  • Ensure compliance with regulatory requirements and maintain high standards of professionalism.
Requirements
  • Bachelor's degree in a related field (or equivalent experience).
  • Relevant experience in business development and financial advisory services.
  • Certified Financial Planner (CFP) designation or equivalent.
  • Mutual Fund Representative (MFR) license.
  • Excellent communication and interpersonal skills.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Recognition and rewards for outstanding performance.


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