Financial Planner

4 weeks ago

Barrie, Ontario, 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. You will work closely with a team of professionals to provide personalized financial planning services, leveraging your expertise in business development and financial advisory services.

Key Responsibilities:
  • Develop and implement personalized financial plans for clients, taking into account their unique needs and objectives.
  • Identify and capitalize on business development opportunities to grow the number of new clients and expand existing portfolios.
  • Stay up-to-date with changing client needs and preferences, adapting your services to deliver exceptional customer experiences.
  • Ensure compliance with quality standards, operational requirements, and risk management protocols.
Requirements:
  • Bachelor's degree (or equivalent recognized by FP Canada) and relevant experience in business development and financial advisory services.
  • Certified Financial Planner (CFP) designation or on track to obtain within the next 12 months.
  • Mutual Fund Representative (MFR) license.
  • Portfolio management experience with business development objectives.
  • Excellent team player with a collaborative spirit.
What We Offer:
  • Competitive compensation package.
  • Flexible benefits to promote your well-being and that of your family.
  • Opportunities for professional growth and development.
  • A dynamic work environment with cutting-edge collaboration tools.
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 we strive to create an inclusive and accessible workplace for all employees.

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