Financial Planner
Description
As a Financial Planner at National Bank, you will be a financial planning expert responsible for advising clients and creating personalized financial plans to help them achieve their life goals. This role focuses on developing advisory skills, fostering business relationships, and demonstrating leadership to positively impact clients.
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, offering customized solutions.,Create business development opportunities to increase client numbers and the volume of existing portfolios.,Ensure service and operational quality standards are applied, along along with compliance and risk management rules.
Ideal Candidate
Bachelor's degree or equivalent recognized by the IPF.,Diploma from the Institut de Planification Financière (IPF) 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.
Minimum Education
Bachelor's Degree, Diploma from the Institut de Planification Financière (IPF)
Hard Skills
Soft Skills
Work Hours
Full-Time
Benefits
Also Available At
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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