Financial Planner
4 weeks ago
Your job
Identify clients’ investment and financing needs in order to draft a personalized financial plan Advise clients based on their needs and market trends to offer customized solutions Create business development opportunities to increase the number of clients and the volume of existing portfolios Make sure that service and operational quality standards are applied, and compliance and risk management rules are followedYour team
With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role.
Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.
Prerequisites
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 Languages: English, French Reason to require this language: you will need to serve clients who speak a language other than French regularly.Skills
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Business Development Client Education Client Engagement Client-focused Communication Digital literacy Driving Results Emotional Intelligence Finance Information Analysis Insurance Investments KYC Verification Learning Agility LegislationYour benefits
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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 optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual 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:
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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 want to offer an accessible, barrier-free workplace 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 Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal-
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