Financial Planner

3 days ago

Montreal, 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 play a key role in advising clients on their financial goals and developing personalized financial plans to meet their needs.

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
  • Create business development opportunities to increase client base and portfolio volume
  • Ensure high-quality service and operational standards, while adhering to compliance and risk management guidelines
About the Team

As a National Bank employee, you will benefit from working with a large, established company with a wide territory and flexible working conditions. Our training programs focus on on-the-job learning, and you will have access to personalized training content and colleagues with diverse expertise and backgrounds.

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
Language Requirements

Fluency in English and French is required, as you will be serving clients who speak a language other than French regularly.

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.

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