Financial Planning Expert

3 weeks ago

SaintGeorges, 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
  • Conduct thorough financial needs analyses to identify clients' investment and financing needs
  • Develop and implement customized financial plans to meet clients' goals and objectives
  • Provide ongoing financial planning advice and guidance to clients
  • Identify business development opportunities to increase client relationships and portfolio growth
  • Ensure compliance with regulatory requirements and maintain high-quality service standards
About Our Team

At National Bank, we value our employees and offer a dynamic work environment that fosters growth and development. Our team is committed to delivering exceptional service to our clients and making a positive impact on their lives.

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
What We Offer

As a member of our team, you will have access to a wide range of benefits, including competitive compensation, flexible benefits, and opportunities for professional growth and development.

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