Financial Planning Consultant

2 weeks ago

LacMégantic, Canada National Bank Full time
About Us

National Bank Financial - Wealth Management is a leading investment dealer in Canada, with a strong presence in over 100 branches. We have a team of experienced Wealth Management Advisors who help more than 400,000 clients manage their assets.

Your Role

We are seeking a Senior Wealth Management Analyst to join our team. This role offers a competitive salary of $80,000 - $110,000 per year, depending on experience.

Job Description
  • Assess and identify clients' financial planning needs and propose tailored solutions
  • Write all types of financial plans (partial and complete)
  • Write retirement projections and make personalized follow-ups with clients
  • Work with clients to develop an action plan tailored to their situation and lead its implementation in consultation with clients' external professionals
  • Establish a relationship of trust with customers in order to ensure their loyalty and generate the entry of new assets
  • Identify and raise business opportunities, particularly in terms of financial security
  • Actively participate in activities related to the business development of Wealth Management Advisors by introducing the wealth management service offering to existing clients (insurance, estate, banking, etc.), forwarding information on wealth management products and conducting follow-up calls
  • Provide quotes, take orders (unsolicited trades), process the buying and selling of securities (block shares), and adjust trades (cancels and corrects).
Requirements
  • Bachelor's degree and four years of relevant experience OR Master's degree and one year of relevant experience
  • Holding the IQPF Financial Planning Title/Accreditation
  • Good knowledge of the investment and wealth management industry
  • Knowledge of the field of wealth management
  • Experience in customer service/advice
  • Ability to adapt to change
  • Excellent interpersonal and communication skills
Benefits

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include:

  • A health and wellness program, including many 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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