Senior Financial Planner and Portfolio Manager
3 weeks ago
Are you passionate about helping clients achieve their financial goals?
About the RoleIn this exciting opportunity, you will work as a Senior Financial Planner and Portfolio Manager at National Bank. As a trusted advisor, you will be responsible for crafting personalized financial plans that meet the unique needs of our clients.
Key Responsibilities- Drafting comprehensive financial plans tailored to individual client needs
- Providing expert advice on investment and financing strategies
- Identifying business development opportunities to grow client portfolios
To succeed in this role, you will need:
- 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
As a valued member of our team, you can expect:
- A competitive salary range of $80,000 - $120,000 per year
- A dynamic work environment with cutting-edge collaboration tools
- Ongoing training and professional development opportunities
- A generous pension plan and employee share ownership program
- A comprehensive health and wellness program
We are an inclusive and diverse workplace that values creativity, teamwork, and innovation. If you are passionate about delivering exceptional client service and driving business growth, we encourage you to apply.
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