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Financial Planning Expert

1 month ago

SaintJeansurRichelieu, Quebec, Canada NBC Full time
Job Title: Financial Planner

As a Financial Planner at National Bank, you will play a key role in advising clients and drafting personalized financial plans to meet their life goals. This position offers a unique opportunity to develop your business relationships and leadership skills while making a positive impact on people's lives.

Key Responsibilities:
  • Identify clients' investment and financing needs to create tailored financial plans
  • Provide expert advice to clients based on their needs and market trends
  • Develop business opportunities to increase client base and portfolio volume
  • Maintain high service and operational quality standards, ensuring compliance and risk management
Team and Culture:

At National Bank, you will benefit from working with a large, established company with a wide territory and flexible working conditions. Our training programs focus on on-the-job learning, and you will have access to personalized training content and colleagues with diverse expertise and backgrounds.

Requirements:
  • Bachelor's degree or equivalent recognized by the IQPF
  • Diploma from the Institut Québécois de Planification Financière (IQPF) or on track to obtain it within 12 months
  • Mutual fund representative (MFR) license
  • Experience in portfolio management with business development objectives
  • Business development experience in the financial advisory services field
Skills:
  • Accountability
  • Business Development
  • Client Education
  • Client Engagement
  • Client-focused
  • Communication
  • Customer Relationship Management
  • Digital literacy
  • Diversity & Inclusion
  • Driving Results
  • Emotional Intelligence
  • Empathy
  • Finance
  • Humility
  • Information Analysis
Benefits:
  • Competitive compensation
  • 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're Putting People First:

At National Bank, we're a bank on a human scale that stands out for our courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. We offer a barrier-free workplace that is accessible to all employees, and we welcome all candidates who share our values of partnership, agility, and empowerment.