Financial Planning Expert

4 weeks ago

CarletonsurMer, Quebec, Canada National Bank Full time
Join Our Team as a Financial Planning Expert

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

Your 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 that service and operational quality standards are applied, and compliance and risk management rules are followed
About Our Team:

At National Bank, you will benefit from working 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. These benefits include a health and wellness program, flexible group insurance, a generous pension plan, and employee share ownership plan.

Why Join Us:

We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We want to offer an accessible, barrier-free workplace to all employees and welcome all candidates to join our team.

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