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Financial Planning Expert
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Carleton-sur-Mer, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their unique needs.Key ResponsibilitiesIdentify clients' investment and...
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Carleton-sur-Mer, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their unique needs.Key ResponsibilitiesIdentify clients' investment and...
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Financial Planning Expert
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Carleton-sur-Mer, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their unique needs.Key ResponsibilitiesIdentify clients' investment and...
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Financial Planning Expert
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Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their unique needs.Key ResponsibilitiesConduct thorough financial needs...
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Financial Planning Expert
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their unique needs.Key ResponsibilitiesConduct thorough financial needs...
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Financial Planning Expert
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Financial Planning Expert
2 months ago
This is a challenging and rewarding opportunity to join National Bank as a Financial Planning Expert. As a key member of our team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their goals.
Key Responsibilities- Client Needs Identification: Identify clients' investment and financing needs to draft a personalized financial plan.
- Financial Planning and Advice: Advise clients based on their needs and market trends to offer customized solutions.
- Business Development: Create business development opportunities to increase the number of clients and the volume of existing portfolios.
- Quality and Compliance: Ensure that service and operational quality standards are applied, and compliance and risk management rules are followed.
As a Financial Planning Expert at National Bank, you will be part of a dynamic team that is dedicated to providing exceptional service to our clients. You will have the opportunity to work with a large established company, covering a large territory, and enjoying flexible working conditions.
Our training programs are designed to help you master your role, and you will have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.
Requirements- Education: Bachelor's degree or equivalent recognized by the IQPF.
- Professional Designations: Diploma from the Institut Québécois de Planification Financière (IQPF) or be on track to obtain it within 12 months.
- Licenses: Mutual fund representative (MFR) licence.
- Experience: Experience in portfolio management with business development objectives and business development experience in the financial advisory services field.
- Accountability
- Business Development
- Client Education
- Client Engagement
- Client-focused
- Communication
- Customer Relationship Management
- Digital literacy
- Diversity & Inclusion
- Driving Results
- Emotional Intelligence
- Empathy
- Finance
- Humility
- Information Analysis
- Health and Wellness Program: Many options available.
- 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
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 offer a barrier-free workplace that is accessible 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.
