Financial Planning Expert
1 month ago
## Job Summary
As a Financial Planner at National Bank, you will be responsible for advising clients on their financial needs and creating personalized financial plans to meet their goals. This role requires strong business development skills, as you will be responsible for identifying new business opportunities and growing existing 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
* Develop business development opportunities to increase client base and portfolio volume
* Ensure high-quality service and operational standards, as well as compliance with risk management rules
## Your Team
At National Bank, you will be part of a large and established company with a wide range of expertise and experience. Our training programs are designed to help you master your role, and you will have access to colleagues with diverse backgrounds and expertise. Our company values include partnership, agility, and empowerment, and we strive to create a barrier-free workplace.
## 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) licence
* Experience in portfolio management with business development objectives
* Business development experience in the financial advisory services field
## Benefits
As a Financial Planner at National Bank, you will be eligible for a wide range of benefits, including competitive compensation, health and wellness programs, flexible group insurance, and employee share ownership plan. We also offer opportunities for community involvement and a dynamic work environment with cutting-edge collaboration tools.
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