Financial Planning Expert
3 days ago
We are seeking a highly skilled Financial Planner to join our team at National Bank. As a Senior Professional, you will play a key role in advising clients on their financial goals and creating personalized plans to achieve them.
Your responsibilities will include:
- Identifying clients' investment and financing needs to develop tailored financial plans
- Providing expert advice based on market trends and client needs to offer customized solutions
- Developing business opportunities to increase client base and portfolio volume
- Ensuring high-quality service and operational standards while adhering to compliance and risk management rules
As a Financial Planner with National Bank, you will benefit from:
- A large established company with a wide territory to cover and flexible working conditions
- Ongoing learning and development through on-the-job training and personalized content
- Access to colleagues with diverse expertise and backgrounds to enhance professional growth
- A comprehensive benefits package including health and wellness program, group insurance, pension plan, and employee assistance program
To be successful in this role, you should possess:
- 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
The estimated annual salary for this position is around $70,000-$90,000 depending on location and qualifications.
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