Financial Planner
Description
As a National Bank Financial Planner, you will serve as a financial planning expert, advising clients and creating financial plans to help them achieve their life goals. This role involves developing advisory, business relationship, and leadership skills while making a positive impact.
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 client numbers and portfolio volume,Ensure service and operational quality standards are applied, along with compliance and risk management rules
Ideal Candidate
Bachelor's degree or equivalent recognized by the Institut de Planification Financière (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
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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