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Job Description & How to Apply Below
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, English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
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…
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