Financial Planner

2 weeks ago

Chicoutimi, Canada National Bank Full time
Key Responsibilities
  • Identify clients' investment and financing needs to create tailored financial plans
  • Offer customized solutions based on clients' needs and market trends
  • Develop business opportunities to increase client portfolios and numbers
  • Maintain service quality standards and ensure compliance with rules
About the Role

As a Financial Planner at National Bank, you will be a key advisor to clients, helping them achieve their life goals through personalized financial plans. You will work in a dynamic environment with a large team, covering a vast territory, and enjoy flexible working conditions.

Our Training Programs

Our training programs are designed to help you master your role through on-the-job learning. You will have access to colleagues with diverse expertise, experience, and backgrounds to enrich your development. You will also benefit from personalized training content and ongoing learning opportunities.

Requirements
  • 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
Your Benefits
  • Competitive compensation
  • Health and wellness program with various options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

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