Financial Planning Expert

4 weeks ago

CarletonsurMer, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their unique needs.

Key Responsibilities
  • Conduct thorough financial needs analyses to identify clients' investment and financing needs
  • Develop and implement customized financial plans to meet clients' goals and objectives
  • Provide ongoing financial planning advice and guidance to clients
  • Collaborate with other team members to develop business development opportunities and increase client engagement
  • Ensure compliance with regulatory requirements and maintain high standards of service quality
About Us

At National Bank, we are committed to providing our clients with exceptional service and expertise. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and build a brighter future. We offer a dynamic and supportive work environment, with 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 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 Financial Planning Expert at National Bank, you will enjoy a competitive compensation package, including a comprehensive benefits program, opportunities for professional growth and development, and a dynamic and supportive work environment. We are committed to providing our employees with the tools and resources they need to succeed and thrive in their careers.

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