Senior Financial Planning Expert
5 days ago
About Us
">National Bank is a large established company covering a vast territory, offering flexible working conditions and opportunities to help local people build their lives.
Job Description
">- To identify clients' investment and financing needs and draft personalized financial plans.
- To advise clients based on their needs and market trends, offering customized solutions.
- To create business development opportunities, increasing the number of clients and existing portfolios.
- To ensure service and operational quality standards are applied, with compliance and risk management rules followed.
Your Team
">You will benefit from working with colleagues with a wide range of expertise, experience, and backgrounds, enriching all aspects of your development.
Required Skills and Qualifications
">- Bachelor’s degree or equivalent recognized by the IPF
- Diploma from the Institut de Planification Financière (IPF) 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
Estimated Salary Range
">$60,000 - $100,000 per year, depending on location and experience.
Benefits
">In addition to competitive compensation, you will be eligible for a wide range of flexible benefits, including health and wellness programs, flexible group insurance, generous pension plan, employee share ownership plan, and more.
What You Can Bring to Our Team
">We welcome candidates who can bring passion for people, courage, and entrepreneurial culture. Come live your ambitions with us
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Dolbeau-Mistassini, Quebec, Canada National Bank Full timeRole Overview">We are seeking an experienced Financial Planning Expert to join our team. As a key member of our advisory services, you will be responsible for advising clients on their financial plans and goals.">About the Role">
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