Senior Financial Planning Professional
3 days ago
About the Role:
We are seeking a talented and experienced Financial Planner to join our team at National Bank. As a key member of our advisory services, you will play a critical role in helping clients achieve their financial goals.
About the Company:
National Bank is a leading financial institution that values innovation, customer service, and teamwork. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.
Key Responsibilities:
* Identify clients' investment and financing needs to draft personalized financial plans
* Advise clients based on their needs and market trends to offer customized solutions
* Create business development opportunities to increase the number of clients and the volume of existing portfolios
* Ensure service and operational quality standards are applied, and compliance and risk management rules are followed
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
* Languages: English, French
Benefits:
* Competitive salary range: $80,000 - $120,000 per year, depending on experience
* Comprehensive benefits package, including health and wellness program, flexible group insurance, generous pension plan, Employee Share Ownership Plan, Employee and Family Assistance Program, and preferential banking services
* Opportunities for professional growth and development, including training programs and access to colleagues with diverse expertise and backgrounds
Why Join Us:
National Bank is 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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.
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