Business Development Expert

2 weeks ago


SaintGeorges, Quebec, Canada National Bank Full time

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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