Financial Planning Expert

3 weeks ago

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

We are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their unique needs.

Key Responsibilities
  • Identify clients' investment and financing needs to draft a tailored financial plan
  • Advise clients on investment and financing options based on their needs and market trends
  • Develop business development opportunities to increase client base and portfolio volume
  • Maintain high service and operational quality standards, ensuring compliance with regulatory requirements
About Our Team

At National Bank, we offer a dynamic and inclusive work environment that fosters growth and development. Our team is committed to delivering exceptional client service and providing opportunities for professional growth and advancement.

Requirements
  • Bachelor's degree or equivalent recognized by the IQPF
  • Diploma from the Institut Québécois de Planification Financière (IQPF) or equivalent
  • 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

As a member of our team, you will have access to a comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan. You will also have opportunities to develop your skills and advance your career in a dynamic and inclusive work environment.

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