Elite Financial Planner & Client Growth Advisor

Banque Nationale du Canada; Saguenay; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Virtual sleep clinic

Job summary

A major financial institution is seeking a Financial Planner in Saguenay to advise clients and create personalized financial strategies. You will identify client investment needs, offer solutions, and drive business development. The ideal candidate holds a Bachelor’s degree and is pursuing a mutual fund representative licence. This role offers opportunities for career growth and a supportive, inclusive work environment.

Qualifications

• Experience in portfolio management with business development objectives.
• Business development experience in the financial advisory services field.
• Ability to draft personalized financial plans.

Responsibilities

• Identify clients’ investment and financing needs to draft personalized financial plans.
• Advise clients based on their needs and market trends.
• Create business development opportunities to grow client portfolios.

Skills

Business Expansion

Client Education

Communication

Driving Results

Emotional Intelligence

Finance

Information Analysis

Insurance

Investments

Legislation

Proposal Generation

Readiness

Retirement Planning

Taxations

Teamwork

Education

Bachelor's degree or equivalent recognized by the IPF

Diploma from the Institut de Planification Financière (IPF)

Tools

Mutual fund representative (MFR) licence

Job description

A major financial institution is seeking a Financial Planner in Saguenay to advise clients and create personalized financial strategies. You will identify client investment needs, offer solutions, and drive business development. The ideal candidate holds a Bachelor’s degree and is pursuing a mutual fund representative licence. This role offers opportunities for career growth and a supportive, inclusive work environment.