Financial Planning Expert
6 days ago
Job Summary:
We are seeking a highly skilled Financial Planning Expert to join our team at NBC. As a Financial Planning Expert, you will be responsible for advising clients on their investment and financing needs, drafting personalized financial plans, and creating business development opportunities to increase client portfolios.
Key Responsibilities:
- Identify clients' investment and financing needs to draft personalized financial plans
- Advise clients based on their needs and market trends to offer customized solutions
- Create business development opportunities to increase client portfolios
- Ensure service and operational quality standards are applied, and compliance and risk management rules are followed
About NBC:
NBC is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.
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:
- Competitive compensation
- Flexible benefits to promote wellbeing and that of your family
- Opportunities to get involved in community initiatives
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