Financial Planner

2 days ago


La Prairie, Quebec, Canada NBC Full time

{"h1": "Financial Planner Role", "p": "As a financial planner at NBC, you will play a key role in helping clients achieve their life goals through personalized financial planning. You will work closely with the team to identify clients\u2019 investment and financing needs and offer tailored solutions.

Your responsibilities will include:

* Realizing personalized financial plans that meet clients\u2019 needs and objectives
* Identifying business development opportunities to increase new customers and grow existing portfolios
* Keeping up with changing customer needs to offer adapted solutions and exceptional customer experiences
* Ensuring quality of service and operational quality standards, as well as compliance and risk management rules

In this role, you will have the opportunity to develop your business relationships, entrepreneurship, advisory role, and leadership skills. You will be part of a dynamic team that values collaboration, inclusivity, and employee well-being.

We offer a competitive compensation package, flexible benefits, and opportunities for professional growth and development. If you are a motivated and customer-focused individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.", "h2": "Requirements", "ul": ["Bachelor\u2019s degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services", "Diploma from the Institut Québécois de Planification Financière (IQPF) is requested or in process of obtaining the certificate in the next 12 months", "Mutual Fund Representative (RCM) Licence", "Portfolio management experience with business development objectives to achieve", "Good team player and have a collaborative spirit"]}



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