Flexible Financial Planner & Portfolio Growth Advisor

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

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.