At a Glance
- Tasks: Help clients achieve their financial goals by creating personalized financial plans.
- Company: Join National Bank, a leader in financial services with a people-first culture.
- Benefits: Enjoy flexible benefits, wellness programs, and a generous pension plan.
- Other info: Dynamic work environment with ongoing training and career growth opportunities.
- Why this job: Make a positive impact while developing your advisory and leadership skills.
- Qualifications: Bachelor's degree and experience in financial advisory services required.
The predicted salary is between 67500 - 82500 $ per year.
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 responsibilities include:
- 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.
- Ensure that service and operational quality standards are applied, and compliance and risk management rules are followed.
Your team will benefit from 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.
- 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. You will need to serve clients who speak a language other than French regularly.
Required skills include:
- Client Education
- Client Engagement
- Client-focused
- Communication
- Digital literacy
- Driving Results
- Emotional Intelligence
- Finance
- Information Analysis
- Insurance
- Investments
- Learning Agility
- Legislation
- Proposal Generation
- Readiness
- Resiliency
- Retirement Planning
- Succession products and services
- Taxations
- Teamwork
- Time Management
Your benefits include competitive compensation and a wide range of flexible benefits to 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 initiatives.
- Telemedicine service.
- Virtual sleep clinic.
We value employees’ ideas and encourage regular feedback and ongoing communication. 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 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!
Financial Planner in Brossard employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
