Financial Planner

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

Job summary

A leading financial institution is seeking a Financial Planner to build strong client relationships and deliver tailored financial solutions. You will work in a dynamic team, ensuring exceptional service and compliance while navigating a variety of financial needs. Candidates should be collaborative, results-driven, with a Bachelor's degree and relevant certifications like CFP and MFR. This role offers competitive pay and a supportive environment for professional growth.

Benefits

Flexible benefits for employees and families

Health programs

Employee share ownership

Assistance programs

Community involvement opportunities

Qualifications

• Degree and relevant experience in business development within financial advisory services.
• CFP designation or on track to obtain it within 12 months.
• Experience in portfolio management with a focus on business development.

Responsibilities

• Provide personalized financial planning tailored to clients' needs.
• Identify clients' investment and financing needs for optimal financial solutions.
• Explore business development opportunities to attract new clients.

Skills

Business Development

Client Education

Communication

Emotional Intelligence

Finance

Information Analysis

Investment

Teamwork

Education

Bachelor's degree (or equivalent)

Tools

Mutual Funds Representative (MFR) license

Job description

Area of Interest: Advisory services, Personal banking

As a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your clients in a distinctive and personalized way to achieve their life goals through the development of their financial plan.

Your work will enable you to develop your business relationships, entrepreneurship, advisory skills, and leadership. Join a bank where you will be recognized and can make a positive impact!

• Provide personalized financial planning tailored to your clients' needs and objectives.
• Identify clients' investment and financing needs to offer optimal financial solutions.
• Explore business development opportunities to attract new clients and expand existing portfolios.
• Adapt to changing customer needs to deliver tailored solutions and exceptional customer experiences.
• Ensure adherence to quality service standards, operational protocols, compliance, and risk management rules.

This position requires presence at the workplace to meet client and operational needs. We aim to contribute to your quality of life by offering flexibility, such as work schedule arrangements and flexible leave options.

Your team

You will be part of a large team in the Personal Banking sector, reporting to the Financial Planners Manager. You will oversee clients across three branches in Oakville, Burlington, and parts of Mississauga.

Our hands-on training programs enable you to master your role. Collaborating with colleagues of diverse expertise and backgrounds will enrich your professional development.

Prerequisites

• Bachelor's degree (or equivalent recognized by FP Canada) and relevant experience in business development within financial advisory services.
• Certified Financial Planner (CFP) designation or on track to obtain it within 12 months.
• Mutual Funds Representative (MFR) license.
• Experience in portfolio management with a focus on business development.
• Team player with a collaborative spirit.

Skills

Business Development, Client Education, Communication, Driving Results, Emotional Intelligence, Finance, Information Analysis, Insurance, Investments, Legislation, Proposal Generation, Readiness, Retirement Planning, Taxation, Teamwork.

In addition to competitive pay, we offer flexible benefits to support your wellbeing and that of your family, including health programs, employee share ownership, assistance programs, banking services, community involvement opportunities, and more.

Our dynamic environment and modern collaboration tools foster a positive employee experience, with regular feedback and communication.

We're putting people first

As a human-scale bank, we are known for our courage, entrepreneurial spirit, and passion for people. Our mission is to positively impact lives, guided by our values of partnership, agility, and empowerment. Inclusivity is central to our culture, and we provide accessible workplaces and recruitment processes.

We welcome all candidates and are committed to accommodations during the hiring process. What can you bring to our team?

Career Development Opportunities

We offer diverse opportunities for growth through on-the-job learning, training, mentorship, and internal career events.

Inclusive and Diverse Environment

We celebrate and value each person's unique qualities. Join us and bring your perspective to our team.

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