Senior Financial Planning Expert

4 weeks ago


CarletonsurMer, Quebec, Canada National Bank Full time

About the Role:

This is a unique opportunity to join National Bank as a Senior Financial Planning Expert, where you will play a key role in advising clients and drafting personalized financial plans to meet their life goals.

Your Key Responsibilities:

  • Identify clients' investment and financing needs to create tailored financial plans
  • Advise clients based on their needs and market trends to offer customized solutions
  • Develop business relationships and leadership skills while having a positive impact
  • Maintain high service and operational quality standards, ensuring compliance and risk management rules are followed

About the Team:

As a member of our team, you will benefit from working with a large established company, covering a large territory, and enjoying flexible working conditions. Our training programs use on-the-job learning to help you master your role, and you will have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of 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

What We Offer:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and more.



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