Financial Planner

4 weeks ago

SaintGeorges, Quebec, Canada National Bank Full time
Job Title: Financial Planner

As a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial plans, tailored to meet the unique needs of each client.

Your Responsibilities:
  • Identify clients' investment and financing needs to create customized financial plans
  • Advise clients on market trends and offer tailored solutions to meet their goals
  • Develop business opportunities to increase client base and portfolio volume
  • Maintain high service and operational quality standards, ensuring compliance and risk management
Your Team:

At National Bank, you will be part of a dynamic team that values collaboration and innovation. Our training programs are designed to help you master your role, with personalized content and on-the-job learning. You will also have access to a diverse range of expertise and experience, enriching your development and growth.

Requirements:
  • Bachelor's degree or equivalent recognized by the IQPF
  • Diploma from the Institut Québécois de Planification Financière (IQPF) or 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 a health and wellness program, flexible group insurance, generous pension plan, and employee share ownership plan.

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 people's lives. We value partnership, agility, and empowerment, and strive to create an inclusive and accessible workplace for all employees.

  • Financial Planner

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs assessments and develop personalized...

  • Financial Planner

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs assessments and develop personalized...

  • Financial Planner

    3 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs analysis to identify clients'...

  • Financial Planner

    3 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs analysis to identify clients'...

  • Financial Planner

    2 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized financial plans to meet their objectives.Key ResponsibilitiesConduct financial needs assessments to identify clients' investment and...

  • Financial Planner

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will play a key role in advising clients on their financial goals and developing personalized financial plans to meet their needs.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored financial...

  • Financial Planner

    4 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will play a key role in advising clients on their financial goals and developing personalized financial plans to meet their needs.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored financial...

  • Financial Planner

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial plans, tailored to meet the unique needs of each client.Your Responsibilities:Identify clients' investment and financing needs to create...

  • Financial Planner

    4 weeks ago

    Saint-Jean-sur-Richelieu, Quebec, Canada NBC Full time

    Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial plans, tailored to each client's unique needs and circumstances.Key Responsibilities:Conduct thorough financial assessments to identify clients'...

  • Financial Planner

    4 weeks ago

    Saint-Jean-sur-Richelieu, Quebec, Canada NBC Full time

    Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial plans, tailored to each client's unique needs and circumstances.Key Responsibilities:Conduct thorough financial assessments to identify clients'...

  • Financial Planning Expert

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after by individuals and families seeking personalized financial advice and planning.Key Responsibilities:Identify clients' financial needs and develop tailored financial plans to meet...

  • Financial Planning Expert

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after by individuals and families seeking personalized financial advice and planning.Key Responsibilities:Identify clients' financial needs and develop tailored financial plans to meet...

  • Financial Advisor

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Financial Planning ExpertA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact on people's financial...

  • Financial Advisor

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Financial Planning ExpertA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact on people's financial...

  • Financial Planning Expert

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for advising clients on their financial planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored...

  • Financial Planning Expert

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for advising clients on their financial planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored...

  • Financial Planning Expert

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for advising clients on their financial planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored...

  • Financial Planning Expert

    1 month ago

    Saint-Georges, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for advising clients on their financial planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored...

  • Financial Planning Expert

    2 weeks ago

    Saint-Georges, Quebec, Canada National Bank Full time

    Job SummaryA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact on people's financial well-being.Key...

  • Financial Planner Relationship Manager

    4 weeks ago

    Saint-Hyacinthe, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...