Financial Planning Manager

1 week ago


Rimouski, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Manager to join our team at National Bank. As a key member of our organization, you will play a vital role in leading our financial planning team and driving business growth.

Key Responsibilities
  • Business Development: Identify and capitalize on growth opportunities in the wealth management sector, leveraging market analyses and regional expertise to inform strategic decisions.
  • Team Leadership: Manage a team of 13 Financial Planners, providing guidance, support, and development opportunities to ensure their success and growth.
  • Client Focus: Foster strong relationships with clients, promoting the Bank's client service directions and ensuring the application of best practices within the region.
  • Performance Management: Establish earnings growth targets for Financial Planner volume growth, diagnose problematic situations, and intervene in the resolution of complex and contentious problems.
  • Training and Development: Facilitate meetings and training sessions to encourage information sharing and knowledge transfer among team members, creating a climate conducive to engagement and professionalism.
Requirements
  • Education: Completed bachelor's degree, related to the sector of activity, and 10 years of relevant experience or completed Master's degree, related to the sector of activity, and 8 years of relevant experience.
  • Certifications: Graduate from the Institut québécois de planification financière (IQPF).
  • Experience: Experience in portfolio management with business development objectives to be achieved, experience in personnel management, and good team player with a collaborative spirit.
What We Offer
  • Competitive Compensation: In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
  • Professional Development: Our training programs, based on experiential learning, allow you to master your profession, and customized training content is available to support your continuous learning.
  • Collaborative Environment: Access to colleagues with different expertise, experiences, and diverse profiles enriches your development from all perspectives.
Join Our Team

We are 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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates.



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