Financial Planner

NBC; Trois-Rivières; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking bank as a financial planner, where you will develop personalized financial plans and foster strong client relationships. This role emphasizes business development and teamwork, allowing you to make a positive impact in the community. With a focus on continuous learning and a supportive environment, you will thrive in a culture that values accountability, collaboration, and inclusivity. Enjoy competitive pay and flexible benefits designed to promote your well-being and that of your family. If you're passionate about finance and helping others achieve their goals, this opportunity is perfect for you.

Benefits

Health and wellness programs

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Virtual sleep clinic

Qualifications

• Bachelor's degree and experience in financial advisory services.
• IQPF diploma or in progress within 12 months.

Responsibilities

• Develop personalized financial plans for clients.
• Identify investment needs and pursue business development.

Skills

Accountability

Business Development

Client Education

Client Engagement

Customer Relationship Management

Digital Literacy

Emotional Intelligence

Information Analysis

Education

Bachelor's degree in relevant field

Diploma from IQPF (or in progress)

Job description

Area of Interest: Advisory services, Personal banking

As a financial planner, you will play an important role with your clients. Using the 7 fields of financial planning, you will work closely with the team to help and advise your clients in a personalized way to achieve their life goals through the development of their financial plan. Your work will help you develop business relationships, entrepreneurship, advisory skills, and leadership. Join a bank where you will be recognized and can make a positive impact!

You will be working in the sector of Trois-Rivières.

Your role

1. Develop personalized financial plans that meet your clients' needs and objectives.
2. Identify clients' investment and financing needs to offer the best financial planning solutions.
3. Identify and pursue business development opportunities to increase new clients and grow existing portfolios.
4. Stay updated on changing customer needs to offer tailored solutions and excellent customer service.
5. Ensure adherence to quality service standards, operational procedures, compliance, and risk management rules.

Your team

Benefit from the stability of a large company, a vast territory with great potential, and flexible working conditions while contributing to the community. Our training programs, based on experiential learning, help you master your role. Personalized training content is available to support continuous learning. Access to colleagues with diverse expertise and backgrounds enriches your development.

Basic requirements

1. Bachelor's degree (or equivalent recognized by the IQPF) and relevant experience in business development within financial advisory services.
2. Diploma from the Institut Québécois de Planification Financière (IQPF) or in the process of obtaining it within the next 12 months.
3. Experience in portfolio management with a focus on business development to achieve growth.
4. Good team player with a collaborative spirit.

Skills

Accountability, Business Development, Client Education, Client Engagement, Client-focused Communication, Customer Relationship Management, Digital Literacy, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Finance, Humility, Information Analysis.

In addition to competitive pay, you’ll be eligible for flexible benefits to promote your well-being and that of your family, including:

• Health and wellness programs
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement opportunities
• Virtual sleep clinic

We foster a positive employee experience with dynamic work environments and modern collaboration tools. We value employee feedback through surveys and ongoing communication.

Our People-First Approach

We are a human-scale bank known for courage, entrepreneurial spirit, and passion for people. Our mission is to positively impact lives. Our core values are partnership, agility, and empowerment, with inclusivity at our core. We provide accessible, barrier-free workplaces and are committed to accommodating all candidates during our recruitment process. What will you bring to our team?