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Financial Planning Expert

2 months ago

SaintLéonard, Quebec, Canada National Bank Full time
About the Role

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.

Key Responsibilities
  • Client Needs Identification: Identify clients' investment and financing needs in order to draft a personalized financial plan.
  • Customized Solutions: Advise clients based on their needs and market trends to offer customized solutions.
  • Business Development: Create business development opportunities to increase the number of clients and the volume of existing portfolios.
  • Quality and Compliance: Ensure that service and operational quality standards are applied, and compliance and risk management rules are followed.
About Your Team

With National Bank, you benefit from working with a large established company, covering a large territory, and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role.

Personalized training content is available to foster ongoing learning. You'll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Requirements
  • Education: Bachelor's degree or equivalent recognized by the IQPF.
  • Professional Certifications: Diploma from the Institut Québécois de Planification Financière (IQPF) or be on track to obtain it within 12 months.
  • Licenses: Mutual fund representative (MFR) licence.
  • Experience: Experience in portfolio management with business development objectives and business development experience in the financial advisory services field.
  • Language Skills: Bilingualism is an asset.
Benefits
  • Health and Wellness Program: Many options available.
  • Flexible Group Insurance.
  • Generous 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.