Senior Financial Planning Professional

4 weeks ago


Montreal, Quebec, Canada National Bank Full time

Job Overview

We are seeking a Senior Financial Planning Professional to join our team at National Bank. In this role, you will be responsible for advising clients on their investment and financing needs, as well as creating business development opportunities to increase client portfolios.

Key Responsibilities

  • Identify and address client needs through personalized financial planning
  • Develop and maintain business relationships with clients
  • Create and implement business development strategies to increase client portfolios
  • Ensure compliance with regulatory requirements and industry standards

Requirements

  • Bachelor's degree or equivalent recognized by the IQPF
  • Diploma from the 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 and Qualities

  • Business development and client relationship skills
  • Financial planning and portfolio management expertise
  • Excellent communication and interpersonal skills
  • Ability to work in a team environment

Benefits

  • Competitive compensation package
  • Flexible benefits to support work-life balance
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment


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