Financial Planner

Banque Nationale du Canada; Montreal; Presencial; CAD 65.000 - 95.000; Jornada completa

Descripción de la vacante

National Bank of Canada is seeking a Financial Planner in Montreal to support clients with personalized financial planning and comprehensive financial plans. You will build business relationships, strengthen advisory expertise and leadership, and contribute meaningfully to clients’ lives.

The role offers training programs focused on learning in action, personalized learning paths, and collaboration with colleagues across expertise areas to support ongoing professional development.

Formación

• Bachelor’s degree or equivalent recognized by the IPF.
• IPF designation or completion within the next 12 months.
• Experience in portfolio management with business development objectives.
• Business development experience in the financial advisory services industry.

Responsabilidades

• Identify clients' needs and develop personalized financial plans.
• Advise clients by proposing strategies tailored to their situation and market trends.
• Develop business by acquiring new relationships and growing existing portfolios.
• Ensure adherence to quality, compliance and risk management rules.

Conocimientos

Client Education

Communication

Driving Results

Emotional Intelligence

Finance

Information Analysis

Insurance

Investments

Legislation

Proposal Generation

Readiness

Retirement Planning

Taxations

Teamwork

Time Management

Educación

Bachelor’s degree

IPF designation or 12-month completion

Descripción del empleo

Area(s) of interest: Advisory services, Personal banking

Location(s): Montreal

A career as a Financial Planner at National Bank means supporting clients in achieving their goals through personalized financial planning and the development of comprehensive financial plans.

This role will allow you to build your business relationships, strengthen your advisory expertise and leadership skills, and have a meaningful impact in people’s lives.

*** This position is available in several locations across the province. Your location can be determined based on your preference and the available opportunities. ***

Your role

• Identify clients' needs and develop personalized financial plans.
• Advise clients by proposing strategies tailored to their situation and market trends.
• Develop business by acquiring new relationships and growing existing portfolios.
• Ensure adherence to quality, compliance and risk management rules

Your team

Your team is committed to offering an exceptional client experience. With us, you'll benefit from the strength and stability of a leading financial institution, a broad, high-potential market and a flexible work environment that empowers you to have a meaningful impact on your clients.

Thanks to our training programs focused on learning in action, you will quickly develop your financial planning expertise. You'll benefit from personalized learning paths and access to colleagues with a wide range of expertise to support your ongoing professional development.

Prerequisites

• Bachelor’s degree (or equivalent recognized by the IPF)
• Institute of Financial Planning (IPF) designation or completion of the designation within the next 12 months
• Experience in portfolio management with business development objectives
• Business development experience in the financial advisory services industry

Languages:

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Press space or enter keys to toggle section visibility

Client Education Communication Driving Results Emotional Intelligence Finance Information Analysis Insurance Investments Legislation Proposal Generation Readiness Retirement Planning Taxations Teamwork Time Management

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

National Bank of Canada 2.96K subscribers

Sign up to get information on what’s new for your career and our events.

Complete your profile for a personalized experience and search made easy with job alerts relevant to you.