Financial Planning Expert

5 days ago

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

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 planning needs and developing personalized financial plans to meet their goals.

Key Responsibilities
  • Identify clients' investment and financing needs to draft a tailored financial plan
  • Provide expert advice to clients based on their needs and market trends
  • Develop business opportunities to increase client base and portfolio volume
  • Maintain high service and operational quality standards, ensuring compliance and risk management
About Our Team

At National Bank, you will benefit from working with a large established company, covering a vast territory, and enjoying flexible working conditions. Our training programs focus on on-the-job learning, 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 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

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, and employee share ownership plan.

Our Culture

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, and our core values of partnership, agility, and empowerment inspire us. We want to offer an accessible, barrier-free workplace to all employees and welcome candidates from diverse backgrounds.

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