Financial Planning Expert

3 weeks ago

Carleton County, Canada National Bank Full time

Join National Bank as a Financial Planner and embark on a rewarding career as a financial planning expert. As a key member of our team, you will play a vital role in advising clients and drafting personalized financial plans to meet their life goals. This dynamic role offers a unique opportunity to develop your business relationships and leadership skills while making a positive impact on people's lives.

Key Responsibilities:

* Identify clients' investment and financing needs to create tailored financial plans
* Provide expert advice to clients based on their needs and market trends
* Develop business opportunities to increase client base and portfolio volume
* Ensure high-quality service and operational standards, while adhering to compliance and risk management guidelines

What You'll Gain:

* Work with a large, established company with a wide territory and flexible working conditions
* Access to comprehensive training programs and on-the-job learning
* Personalized training content to foster ongoing learning and development
* Collaboration with colleagues from diverse backgrounds and expertise

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) license
* Experience in portfolio management with business development objectives
* Business development experience in the financial advisory services field

Benefits:

* Competitive compensation
* Flexible benefits to promote wellbeing and family well-being
* Health and wellness program
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic

At National Bank, we prioritize people and strive to create a barrier-free workplace. We welcome all candidates and encourage accommodation requests during the recruitment process. Come live your ambitions with us

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