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Financial Planning Expert

2 months ago

Richmond, British Columbia, Canada National Bank Full time
About the Role

This is a challenging and rewarding opportunity to join National Bank as a Senior Financial Planner. As a key member of our team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their life goals.

Key Responsibilities
  • Identify clients' investment and financing needs to draft a comprehensive financial plan
  • Advise clients on investment and financing options based on their needs and market trends
  • Develop business development opportunities to increase client base and portfolio volume
  • Ensure high-quality service and operational standards are maintained, and compliance and risk management rules are followed
About the Team

As a Senior Financial Planner at National Bank, you will be part of a dynamic team that values collaboration, innovation, and customer satisfaction. Our team is committed to providing exceptional service and support to our clients, and we are looking for a talented individual who shares our passion for delivering outstanding results.

Requirements
  • Bachelor's degree or equivalent recognized by FP Canada
  • Diploma from FP Canada, Certified Financial Planner (CFP) 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

As a Senior Financial Planner at National Bank, you will have access to a comprehensive range of benefits and opportunities for professional growth and development. These include:

  • Competitive compensation and benefits package
  • Opportunities for career advancement and professional development
  • Collaborative and dynamic work environment
  • Access to cutting-edge technology and tools
  • Opportunities to work with a diverse and talented team