Financial Planner
Description
A financial planning expert at National Bank of Canada who advises clients and drafts financial plans to meet their life goals. This position involves taking on an advisory role, developing business relationships, and fostering leadership skills while making a positive impact on 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 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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.