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Financial Planning Expert

2 months ago

Montreal, Quebec, Canada NBC Full time
Job Description

Job Title: Financial Planning Expert

Job Summary:

We are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a Financial Planning Expert, you will be responsible for advising clients on their financial planning needs and developing personalized financial plans to meet their goals.

Key Responsibilities:

  • Client Advisory: Provide expert financial planning advice to clients, taking into account their individual needs and goals.
  • Financial Planning: Develop and implement personalized financial plans for clients, including investment and financing strategies.
  • Business Development: Identify opportunities to grow our client base and increase revenue through business development initiatives.
  • Compliance and Risk Management: Ensure that all financial planning activities are conducted in accordance with regulatory requirements and National Bank's policies and procedures.

Requirements:

  • Education: Bachelor's degree or equivalent recognized by the IQPF.
  • Certifications: Diploma from the Institut Québécois de Planification Financière (IQPF) or be on track to obtain it within 12 months.
  • Licenses: Mutual fund representative (MFR) licence.
  • Experience: Experience in portfolio management with business development objectives and business development experience in the financial advisory services field.

Language Requirements:

  • Language: French and English.

Why Join Our Team:

At National Bank, we offer a dynamic work environment and a wide range of benefits to support your career growth and well-being. We are committed to diversity and inclusion and strive to create a barrier-free workplace. If you require accommodation, please let us know during your first conversations with us.