FINANCIAL PLANNER

National Bank of Canada; Repentigny; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Health & wellness

Pension plan

Employee stock ownership

Telemedicine

Employee assistance

Sleep clinic

Community involvement

Banking perks

Job summary

National Bank is seeking a Financial Planner to act as a planning expert who advises clients and drafts financial plans to meet life goals. You will develop advisory relationships and leadership skills while making a positive impact in the community.

The role offers collaboration with a large bank network, ongoing training, and opportunities to grow business locally within a flexible work environment.

Qualifications

• Bachelor's degree or IPF-equivalent recognized.
• IPF diploma or in progress within 12 months.
• Mutual fund representative (MFR) licence is preferred.
• Experience in portfolio management with business development objectives.

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 client base and portfolio size.
• Ensure service/operational quality and comply with risk management policies.

Skills

Portfolio mgmt

Business development

Financial advisory

Education

Bachelor's degree / IPF-equivalent

IPF diploma

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?