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Financial Planner

3 months ago

Oakville, Canada National Bank Full time

A career as a Financial Planner, 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. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. You can join a Bank where you will be recognized and where you can make a positive impact

Your job :

  • Realize personalized financial planning that will meet the needs and objectives of your clients
  • Identify clients' investment and financing needs in order to offer them the best financial planning solutions
  • Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
  • Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
  • Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules

This position requires you to be present in the workplace in order to fulfil client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Your team: 

As part of a large team of colleagues in the Personal Banking sector, you will report to the Financial Planners Manager. You will be responsible for the clientele of three branches in the Oakville/Burlington region. The main branch is in Oakville, and you'll have to travel to the Burlington and Winston Churchill Drive, Mississauga branches.

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.

 

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
  • Certified Financial Planner (CFP) Designation or on track to become CFP in the next 12 months
  • Mutual Fund Representative (MFR) Licence
  • Portfolio management experience with business development objectives to achieve
  • Good team player and have a collaborative spirit


Your benefits


In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • 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

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.


Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.


We're putting people first


We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.


We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?


Come live your ambitions with us