Business Development Expert
2 weeks ago
About the Role:
We are seeking a highly skilled Business Development Expert to join our team at National Bank. As a key member of our financial planning team, you will be responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and providing customized solutions.
Key Responsibilities:
- Identify clients' needs and create tailored financial plans
- Provide expert advice and guidance to clients
- Develop business relationships and opportunities
- Ensure compliance with operational quality standards
About the Team:
At National Bank, we value our employees and strive to create a positive work environment. Our employees benefit from flexible working conditions, on-the-job learning, and personalized training content. We also offer a wide range of benefits and support our employees' development and well-being.
Requirements:
- Bachelor's degree or equivalent
- Diploma from the Institut Québécois de Planification Financière (IQPF)
- Mutual fund representative (MFR) licence
- Experience in portfolio management and business development
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