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Financial Planning Expert

1 month ago

Gatineau, Quebec, Canada National Bank Full time

Job Summary


We're seeking a highly motivated and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for advising clients on their financial goals and creating personalized financial plans to meet their needs.



Key Responsibilities

  • Identify clients' investment and financing needs to draft a customized financial plan
  • Advise clients based on their needs and market trends to offer tailored solutions
  • Create business development opportunities to increase the number of clients and the volume of existing portfolios
  • Maintain service and operational quality standards, ensuring compliance and risk management rules are followed


Your Team

As a member of our team, you'll benefit from working with a large established company, enjoying flexible working conditions, and helping local people build their lives. Our training programs use on-the-job learning to help you master your role, and you'll have access to colleagues with a wide range of expertise and backgrounds to enrich your 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


Skills

  • Business development
  • Client education
  • Client engagement
  • Client-focused communication
  • Digital literacy
  • Driving results
  • Emotional intelligence
  • Finance information analysis
  • Insurance
  • Investments
  • KYC verification
  • Learning agility
  • Legislation


Benefits

  • Competitive compensation
  • Flexible benefits package
  • Pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic


Company Culture

We're 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, and we're committed to creating an inclusive and accessible workplace for all employees.