Senior Financial Planning Expert
1 week ago
Role Summary
We are seeking a Senior Financial Planning Expert to join our team at National Bank in Montreal, Quebec.
Job Description
Company Overview
As a leading bank on a human scale, National Bank stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives through our core values of partnership, agility, and empowerment.
Your Role:
- Identify clients' investment and financing needs to craft personalized financial plans
- Provide expert advice based on market trends to offer customized solutions
- Foster business development opportunities to expand client base and portfolio volume
- Elevate service and operational quality standards while adhering to compliance and risk management regulations
Required Skills and Qualifications
To succeed in this role, you will require:
- Bachelor's degree or equivalent recognized by the IQPF
- Diploma from the Institut Québécois de Planification Financière (IQPF) or nearing completion within 12 months
- Mutual fund representative (MFR) license
- Experience in portfolio management with business development objectives
- Business development experience in the financial advisory services field
Benefits
You will be eligible for a comprehensive benefits package, including:
- Competitive compensation and bonus structure
- Flexible group insurance and pension plan
- Employee Share Ownership Plan and Employee Assistance Program
- Preferential banking services and opportunities for community involvement
About National Bank
At National Bank, we prioritize diversity, equity, and inclusion. We strive to create an accessible work environment that fosters growth and success. If you require accommodations during the recruitment process, please notify us promptly.
What You'll Bring to Our Team
Join our dynamic team and contribute your skills, expertise, and passion for delivering exceptional results. Together, let's build a brighter future for our clients and communities.
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