Financial Advisor Expert

3 days ago


St John's, Newfoundland and Labrador, Canada Banque Nationale du Canada Full time

About Us

Banque Nationale du Canada is a leading financial institution that prioritizes its employees' growth and well-being. We offer a dynamic work environment and cutting-edge collaboration tools to foster a positive employee experience.

Our Mission

We strive to have a positive impact on people's lives by providing expert advice and personalized financial plans. Our core values of partnership, agility, and empowerment inspire us to deliver exceptional results.

The Role

We are seeking a highly skilled Financial Planner to join our team. As a National Bank Financial Planner, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.

Key Responsibilities:

  • Identify clients' investment and financing needs to draft a comprehensive financial plan
  • Advise clients based on their needs and market trends to offer tailored solutions
  • Create business development opportunities to grow client relationships and portfolios
  • Maintain high service and operational quality standards, ensuring compliance with regulations and risk management policies

Requirements

To succeed in this role, you must have:

  • A Bachelor's degree or equivalent recognized by the IPF
  • Diploma from the Financial Planning Canada (FP Canada) or be on track to obtain it within 12 months
  • Mutual fund representative (MFR) license
  • Experience in portfolio management with business development objectives
  • Business development experience in the financial advisory services field

Languages: English, French

Skills: Business Development, Client Education, Client Engagement, Client-focused Communication, Digital Literacy, Driving Results, Emotional Intelligence, Finance, Information Analysis, Insurance, Investments, KYC Verification, Learning Agility, Legislation

Benefits:

  • Competitive compensation package
  • Flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, employee share ownership plan, employee and family assistance program, preferential banking services, and community involvement opportunities

Career Growth Opportunities

We offer a supportive environment that encourages career progression and professional development. With on-the-job learning, co-development, and pairing with other employees, you'll have access to a wide range of expertise and experience to enrich your development.


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