Senior Financial Planning Expert

4 weeks ago


Montreal, Quebec, Canada National Bank Full time

Job Summary

We are seeking a skilled Financial Planning Specialist to join our team at National Bank. As a Financial Planning Specialist, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.

Key Responsibilities

  • Identify clients' investment and financing needs to draft a personalized financial plan
  • Advise clients based on their needs and market trends to offer customized solutions
  • Create business development opportunities to increase the number of clients and the volume of existing portfolios
  • Ensure service and operational quality standards are applied, and compliance and risk management rules are followed

About the Role

As a Financial Planning Specialist, you will have the opportunity to work 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 you will have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Requirements

  • 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
  • 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.



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