Financial Planning Expert

2 weeks ago

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

We are seeking a highly skilled and experienced Financial Planning Expert to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in advising clients on their financial planning needs and developing personalized financial plans to meet their goals.

Key Responsibilities
  • Identify clients' investment and financing needs to draft a comprehensive financial plan
  • Provide expert advice to clients based on their needs and market trends to offer customized solutions
  • Develop business development opportunities to increase client base and portfolio volume
  • Ensure adherence to service and operational quality standards, compliance, and risk management rules
About the Team

As a member of our team, you will benefit from working with a large established company with a wide territory and flexible working conditions. Our training programs focus on on-the-job learning to help you master your role, and you will have access to colleagues with diverse expertise and backgrounds to enrich your development.

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
What We Offer
  • Competitive compensation
  • Flexible benefits to promote wellbeing and that of your family
  • Health and wellness program
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
Our Commitment to Inclusivity

We are committed to creating an accessible and barrier-free workplace for all employees. We welcome candidates from diverse backgrounds and encourage them to apply. If you require accommodation, please let us know during your first conversations with us.

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