FINANCIAL PLANNER

National Bank of Canada; Longueuil; On-site; CAD 75,000 - 120,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada seeks a Financial Planner in the Montérégie region to advise clients and draft comprehensive financial plans aligned with life goals. This advisory role focuses on developing business relationships and leadership skills while delivering positive community impact.

You will identify investment and financing needs, tailor personalized plans, and uncover new opportunities to grow client portfolios, all while ensuring compliance and high service standards in a dynamic team

Qualifications

• Bachelor's degree or IPF-equivalent
• IPF diploma or on track to obtain within 12 months
• Mutual fund representative licence (MFR)
• Experience in portfolio management with business development objectives
• Business development experience in the financial advisory services field

Responsibilities

• Identify clients’ investment and financing needs to draft a personalized financial plan
• 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
• Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed

Skills

Financial planning

Client advisory

Relationship building

Compliance awareness

Education

Bachelor's or IPF equivalence

IPF diploma or on track in 12 months

Mutual fund representative licence (MFR)

Portfolio management experience with biz dev

Biz dev in financial advisory services

Job description

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.

• Identify clients’ investment and financing needs in order to draft a personalized financial plan
  
• 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
  
• Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed
  

Your team

With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role.

Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites :

• 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.
  
• Experience in portfolio management with business development objectives
  
• Business development experience in the financial advisory services field

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.

Your job

• Identify clients’ investment and financing needs in order to draft a personalized financial plan
  
• 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
  
• Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed
  

Your team

With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role.

Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites :

• 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

Languages: French

Required skills:

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations.

We welcome all candidates! What can you bring to our team?