Financial Planner
Description
The Financial Planner at National Bank of Canada is an expert who provides financial advice and creates personalized financial plans for clients to help them achieve their life goals. This role involves identifying client investment and financing needs, advising on solutions based on market trends, developing new business opportunities, and ensuring compliance with quality and risk management standards. It offers an advisory role with opportunities to develop business relationships and leadership skills.
What We're Looking For
Identify clients' investment and financing needs to draft personalized financial plans,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,Ensure that service and operational quality standards are applied, and compliance and risk management rules are followed
Ideal Candidate
Bachelor's degree or equivalent recognized by the IPF,Diploma from the Institut de Planification Financière (IPF) 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
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Benefits
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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