Financial Planner

6 days ago

SaintLéonard, Quebec, Canada National Bank Full time
About the Role

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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