Financial Planner — Growth, Advisory & Flexible Work

National Bank of Canada; Montreal (administrative region); On-site; CAD 70,000 - 95,000; 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

Opportunities for community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

A major financial institution in Montreal is seeking a Financial Planner who will advise clients and draft financial plans to help achieve their life goals. This role requires expertise in investment analysis, business development, and compliance management. Candidates should possess a bachelor's degree, an MFR licence, and experience in financial advisory services. You will enjoy comprehensive benefits including a health program, flexible insurance, and opportunities for community engagement. Join us and make a positive impact in people’s lives.

Qualifications

• Bachelor's degree or equivalent recognized by the IPF.
• Diploma from the Institut de Planification Financière (IPF) or 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 financial advisory services.

Responsibilities

• Identify clients' investment and financing needs to draft personalized financial plans.
• Advise clients based on their needs and market trends.
• Create business development opportunities to increase client volume.
• Ensure compliance with service quality standards and risk management rules.

Skills

Client relationship management

Financial planning

Investment analysis

Business development

Education

Bachelor's degree or equivalent

Diploma from the Institut de Planification Financière (IPF)

Tools

Portfolio management tools

Job description

A major financial institution in Montreal is seeking a Financial Planner who will advise clients and draft financial plans to help achieve their life goals. This role requires expertise in investment analysis, business development, and compliance management. Candidates should possess a bachelor's degree, an MFR licence, and experience in financial advisory services. You will enjoy comprehensive benefits including a health program, flexible insurance, and opportunities for community engagement. Join us and make a positive impact in people’s lives.