Financial Planning Specialist

3 weeks ago


Oakville, Ontario, Canada Banque Nationale du Canada Full time

Overview

Banque Nationale du Canada is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. As a Financial Planning Specialist in our Personal Banking sector, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan.

Job Description

You will realize personalized financial planning that meets the needs and objectives of your clients. You will identify clients' investment and financing needs in order to offer them the best financial planning solutions. You will ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules.

Your Team

As part of a large team of colleagues in the Personal Banking sector, you will report to the Financial Planners Manager. Our learning-by-doing training programs enable you to master your job. Prerequisites:

  • Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services.

Skills and Qualifications

The ideal candidate has excellent communication skills, a client-focused mindset, and a deep understanding of personal finance. They are able to provide exceptional client education, drive results, and build strong relationships with clients. Key skills include:

  • Client Education
  • Client-focused
  • Communication
  • Diversity & Inclusion
  • Driving Results
  • Emotional Intelligence
  • Empathy
  • Initiative
  • Learning Agility
  • Objection Handling
  • Perseverance
  • Proposal Generation
  • Resiliency
  • Teamwork
  • Time Management

Benefits

In addition to competitive compensation, which ranges from $70,000 to $90,000 per year based on location and experience, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These benefits include preferential banking services, opportunities to get involved in community initiatives, and a virtual sleep clinic.



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