Financial Planner
1 month ago
A senior financial planning position at National Bank offers a unique opportunity to advise clients and develop personalized financial plans to meet their life goals. As a trusted advisor, you will be responsible for identifying clients' investment and financing needs, drafting financial plans, and providing customized solutions based on market trends and client objectives.
Key Responsibilities:
- Develop and implement financial plans for clients to achieve their financial goals
- Conduct research and analysis to identify investment opportunities and manage client portfolios
- Build and maintain strong relationships with clients to understand their needs and preferences
- Stay up-to-date with market trends and regulatory requirements to provide expert advice to clients
Requirements:
- Bachelor's degree in a related field or equivalent experience
- Diploma from the Institut Québécois de Planification Financière (IQPF) or equivalent certification
- Mutual fund representative (MFR) license and experience in portfolio management
What We Offer:
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
Join Our Team:
At National Bank, we are committed to providing exceptional service to our clients and employees. If you are a motivated and experienced financial planner looking for a new challenge, we encourage you to apply for this exciting opportunity.
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