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Financial Planning Expert

2 months ago

Richmond, British Columbia, 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 key member of our wealth management team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their life goals.

Key Responsibilities
  • Client Needs Assessment: Identify clients' investment and financing needs to draft a personalized financial plan.
  • Financial Planning: Advise clients based on their needs and market trends to offer customized solutions.
  • Business Development: Create business development opportunities to increase the number of clients and the volume of existing portfolios.
  • Quality Standards: Ensure that service and operational quality standards are applied, and compliance and risk management rules are followed.
About Our Team

As a National Bank employee, 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 personalized training content is available to foster ongoing learning.

Requirements
  • Education: Bachelor's degree or equivalent recognized by the FP Canada.
  • Professional Certifications: Diploma from FP Canada, Certified Financial Planner (CFP) or be on track to obtain it within 12 months.
  • Licenses: Mutual fund representative (MFR) licence.
  • Experience: Experience in portfolio management with business development objectives and business development experience in the financial advisory services field.
What We Offer

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.