Financial Planning Expert

6 days ago

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

We 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 and goals.

Key Responsibilities
  • Identify clients' investment and financing needs to draft a comprehensive financial plan
  • Advise clients on investment and financing strategies to achieve their goals
  • Develop business development opportunities to increase client base and portfolio volume
  • Maintain high service and operational quality standards, ensuring compliance with regulatory requirements
About Our Team

At National Bank, we value our employees and offer a dynamic work environment with flexible working conditions. Our training programs are designed to help you master your role and develop your skills. You will have access to a wide range of expertise, experience, 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
  • Bilingualism is an asset
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. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan, among others.

Why Join Us?

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. We value inclusivity and want to offer an accessible, barrier-free workplace to all employees. We welcome all candidates and encourage you to bring your unique skills and experience to our team.

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