Financial Planning Expert

4 weeks ago

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

We are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their unique needs and goals.

Key Responsibilities
  • Conduct thorough financial needs assessments to identify clients' investment and financing needs
  • Develop and implement customized financial plans to meet clients' goals and objectives
  • Provide ongoing financial planning advice and guidance to clients
  • Identify business development opportunities to increase client relationships and portfolio growth
  • Ensure compliance with regulatory requirements and maintain high-quality service standards
About the Team

As a member of our team, you will benefit from working with a large established company with a strong presence in the market. You will have access to comprehensive training programs, flexible working conditions, and a collaborative work environment that fosters growth and 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 promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan, among others.

About Us

National Bank is 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 value partnership, agility, and empowerment, and we are committed to creating an inclusive and barrier-free workplace for all employees.

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