FINANCIAL PLANNER

National Bank of Canada; Quebec; Hybrid; CAD 70,000 - 100,000; 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 Financial Planner role: you'll be a financial planning expert who advises clients and drafts financial plans to meet life goals. This position lets you take an advisory role and develop your business relationships and leadership skills while making a positive impact.

You’ll identify clients’ investment and financing needs to draft personalized plans, advise based on market trends, and create development opportunities to grow portfolios.

Qualifications

• Bachelor's degree or IPF-recognized equivalent; IPF diploma or progress toward within 12 months.
• MFR licence and portfolio management experience with business development goals.
• Experience in financial advisory services and business development.

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 grow the client base and portfolios.
• Ensure service quality, compliance and risk management standards are followed.

Skills

Client Education

Client Engagement

Client-focused

Communication

Digital literacy

Driving Results

Emotional Intelligence

Finance

Information Analysis

Insurance

Investments

Learning Agility

Legislation

Proposal Generation

Readiness

Resiliency

Retirement Planning

Succession products and services

Taxations

Teamwork

Time Management

Education

Bachelor's degree or equivalent IPF recognition

IPF diploma or progress toward within 12 months

Mutual fund representative (MFR) licence

Experience in portfolio management with business development goals

Business development experience 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.

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: Client Education, Client Engagement, Client-focused, Communication, Digital literacy, Driving Results, Emotional Intelligence, Finance, Information Analysis, Insurance, Investments, Learning Agility, Legislation, Proposal Generation, Readiness, Resiliency, Retirement Planning, Succession products and services, Taxations, Teamwork, Time Management

Your benefits

• 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?

Join us!