Senior Financial Services Consultant

4 weeks ago


Montreal, Quebec, Canada NBC Full time
About the Role

We are seeking a skilled and experienced Financial Planner to join our team at NBC. In this role, you will be responsible for providing expert financial planning advice to clients and creating personalized financial plans to meet their goals.

Key Responsibilities
  • IDentify client investment and financing needs to draft tailored financial plans
  • Advise clients on market trends and offer customized solutions
  • Foster business development opportunities to expand client base and portfolio volume
  • Maintain service and operational quality standards while ensuring compliance and risk management
Requirements
  • Bachelor's degree or equivalent recognized by the IQPF
  • Diploma from the Institut Québécois de Planification Financière (IQPF) or completion 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
  • Competitive salary: $80,000 - $120,000 per year
  • Health and wellness program
  • 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

We prioritize inclusivity and have a barrier-free workplace that is accessible to all employees. If you require accommodation, please let us know during your initial conversations with us.



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