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Financial Planning Expert

2 months ago

Montreal, 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 play a critical role in helping clients achieve their financial goals.

Key Responsibilities
  • Develop and implement personalized financial plans for clients, taking into account their unique needs and goals.
  • Provide expert advice on investment and financing options, ensuring clients make informed decisions.
  • Identify business development opportunities to grow our client base and increase portfolio volumes.
  • Maintain high service and operational quality standards, ensuring compliance with regulatory requirements.
About Our Team

At National Bank, we value our employees and offer a dynamic work environment, flexible working conditions, and opportunities for growth and development. Our training programs are designed to help you master your role and achieve your career goals.

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.
  • Bilingualism is an asset.
What We Offer

In addition to competitive compensation, we offer a wide range of benefits to support your wellbeing and that of your family, including health and wellness programs, flexible group insurance, and employee share ownership plan.