Description
As a Financial Planner, you will guide clients through the 7 fields of financial planning, working with a team to offer personalized advice and solutions to help them achieve their life goals. This involves developing business relationships, identifying investment and financing needs, and ensuring high-quality customer service and compliance.
What We're Looking For
Realize personalized financial planning that meets client needs and objectives,Identify clients' investment and financing needs to offer suitable financial planning solutions,Identify and exploit business development opportunities to grow client base and portfolio volume,Keep up with changing customer needs to offer adapted solutions and extraordinary customer experience,Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules
Ideal Candidate
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 Funds Representative (MFR) license,Portfolio management experience with business development objectives to achieve
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Benefits
Special Commitments
This position requires you to be present in the workplace to fulfil client and operational needs.,You will cover a maternity leave for 12 months starting in January in the Windsor region while building your remote FP portfolio and upon the return of the Financial Planner, you will transition into a Remote Financial Planner role in South Western Ontario.
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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