Financial Planner

Banque Nationale du Canada; Quebec; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank is seeking a Financial Planner to become a financial planning expert who advises clients and drafts personalized financial plans to meet life goals. This role lets you advise based on client needs and market trends while building strong business relationships.

You will identify investment and financing needs, create tailored plans, develop business opportunities to grow client portfolios, and ensure service and compliance standards are met.

Qualifications

• Bachelor's degree or IPF-recognized equivalent is required.
• IPF diploma or in progress within 12 months is required.
• Experience in portfolio management with business development objectives.
• Business development experience in financial advisory services.

Responsibilities

• Identify clients' investment and financing needs to draft personalized financial plans.
• Advise clients based on needs and market trends to offer customized solutions.
• Create business development opportunities to grow clients and portfolios.
• Ensure service and operational quality standards and compliance and risk management rules.

Skills

Client Education

Communication

Driving Results

Emotional Intelligence

Finance

Information Analysis

Insurance

Investments

Legislation

Proposal Generation

Readiness

Retirement Planning

Taxations

Teamwork

Time Management

Education

Bachelor's degree or IPF-recognized equivalent

IPF Diploma or in progress (within 12 months)

Job description

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

Location(s): Saint-Leonard

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

Languages:

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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

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
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?

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?