Financial Planner in Brossard

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 offers the benefit of working with a large established company, covering a large territory, 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.

Languages: Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills:

• Client Education
• Communication
• Driving Results
• Emotional Intelligence
• Finance
• Information Analysis
• Insurance
• Investments
• Legislation
• Proposal Generation
• Readiness
• Retirement Planning
• Taxations
• Teamwork
• Time Management

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.
• Employee Share Ownership Plan.
• Employee and family assistance program.
• Preferential banking services.
• Involvement in community initiatives.
• 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. 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!

Why work at National Bank?

• For an environment that supports your career path with many varied opportunities for you to progress and develop.
• For an inclusive and diverse environment where each person’s unique qualities are celebrated and valued.