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Personal Finance Advisor

2 months ago

Montreal, Quebec, Canada NBC Full time
About the Role

We are seeking a highly skilled and motivated Financial Planner to join our team at NBC. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals through personalized financial planning and advisory services.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and objectives.
  • Identify and capitalize on business development opportunities to grow our client base and increase revenue.
  • Build and maintain strong relationships with clients, providing exceptional customer service and support.
  • Stay up-to-date with industry trends and developments, ensuring that our clients receive the best possible advice and guidance.
  • Collaborate with our team to ensure seamless delivery of financial planning services and achieve business objectives.
Requirements
  • Bachelor's degree in a related field, such as finance or business.
  • Relevant experience in financial planning and advisory services, with a proven track record of success.
  • Diploma from a recognized financial planning institution, such as the Institut Québécois de Planification Financière (IQPF).
  • Mutual Fund Representative (RCM) Licence.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.
  • The chance to make a positive impact on people's lives, through our commitment to financial inclusion and community development.