Financial Planning Expert

3 weeks ago

Montreal, 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 high-quality service and operational standards, as well as compliance with regulatory requirements
About the Team

As a member of our team, you will benefit from working with a large and established company with a wide range of expertise and experience. You will have access to ongoing training and development opportunities, as well as a collaborative and dynamic work environment.

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 benefits, including health and wellness programs, flexible group insurance, and a generous pension plan. You will also have access to preferential banking services and opportunities to get involved in community initiatives.

Our Values

We are a bank that values partnership, agility, and empowerment. We are committed to creating an inclusive and accessible workplace for all employees. We welcome candidates from diverse backgrounds and encourage them to apply.

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