Senior Financial Planning Expert
4 weeks ago
About the Role:
We are seeking a Senior Financial Planning Expert to join our team at National Bank. As a Financial Planning Advisor, you will be responsible for advising clients on their investment and financing needs, drafting personalized financial plans, and creating business development opportunities to increase client portfolios.
Key Responsibilities:
- Identify clients' investment and financing needs to draft a personalized financial plan
- Advise clients based on their needs and market trends to offer customized solutions
- Create business development opportunities to increase the number of clients and the volume of existing portfolios
- Ensure service and operational quality standards are applied, and compliance and risk management rules are followed
About the Team:
As a member of our team, you will benefit from working with a large established company, covering a large territory, and enjoying flexible working conditions. Our training programs use on-the-job learning to help you master your role, and you will have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.
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:
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, generous pension plans, and employee share ownership plans.
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