Senior Financial Planning Expert
4 weeks ago
About the Role
This is a unique opportunity to join National Bank as a Senior Financial Planning Expert. As a key member of our team, you will be responsible for 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 personalized financial plan
- Advise clients based on their needs and market trends to offer customized 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
About the Team
As a Senior Financial Planning Expert at National Bank, you will benefit from working with a large established company, covering a large territory, and enjoying flexible working conditions. Our training programs use on-the-job learning 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
- 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
Languages
English, French
Skills
- Business Development
- Client Education
- Client Engagement
- Client-focused Communication
- Digital literacy
- Driving Results
- Emotional Intelligence
- Finance
- Information Analysis
- Insurance
- Investments
- KYC Verification
- Learning Agility
- Legislation
Benefits
- Health and wellness program
- 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're Putting People First
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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace 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. We welcome all candidates.
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