Senior Financial Planning Expert

4 days ago

SaintGeorges, Quebec, Canada National Bank Full time
About This Role

As a Senior Financial Planning Expert at National Bank, you will play a key role in advising clients on their financial planning needs and developing personalized financial plans to meet their goals.

Key Responsibilities
  • Assess clients' investment and financing needs to create tailored financial plans.
  • Provide expert advice to clients on investment and financing opportunities based on their needs and market trends.
  • Identify business development opportunities to increase client base and portfolio volume.
  • Maintain high service and operational quality standards while ensuring compliance with regulations.
About National Bank

National Bank is a leading financial institution that offers a wide range of financial services. As a member of our team, you will have access to robust training programs, a collaborative work environment, and opportunities for professional growth and development.

Requirements
  • Bachelor's degree or equivalent recognized by the IQPF.
  • Diploma from the Institut Québécois de Planification Financière (IQPF) or equivalent.
  • Mutual fund representative (MFR) licence.
  • Experience in portfolio management with business development objectives.
Benefits

As a Senior Financial Planning Expert at National Bank, you will enjoy a competitive compensation package, including a range of benefits and opportunities for professional growth and development.

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