Financial Planner

2 days ago

SaintGeorges, Quebec, Canada National Bank Full time

**Job Title:** Financial Planner

About the Role:

We're seeking a skilled Financial Planner to join our team at National Bank. As a Financial Planner, you'll be responsible for advising clients on their investment and financing needs, and creating personalized financial plans to meet their goals.

Key Responsibilities:

  • Identify clients' investment and financing needs to draft a customized financial plan.
  • Advise clients based on their needs and market trends to offer tailored solutions.
  • Create business development opportunities to increase the number of clients and the volume of existing portfolios.
  • Ensure service and operational quality standards are applied, and compliance and risk management rules are followed.

What You'll Need:

To succeed in this role, you'll need a Bachelor's degree or equivalent recognized by the IQPF, as well as a Diploma from the Institut Québécois de Planification Financière (IQPF) or be on track to obtain it within 12 months. You'll also require a Mutual fund representative (MFR) licence, experience in portfolio management with business development objectives, and business development experience in the financial advisory services field.

Language:

French is the primary language used in this role.

What We Offer:

  • Competitive compensation
  • A wide range of flexible benefits to promote your wellbeing and that of your family
  • A dynamic work environment and cutting-edge collaboration tools
  • Opportunities to get involved in community initiatives

About Us:

National Bank is 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.

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