Become a financial planning expert with National Bank, advising clients and drafting personalized financial plans. This role emphasizes relationship building and leadership to meet life goals.
As a Financial Planner, you will identify clients' investment needs and draft tailored plans. Utilize your expertise to advise clients based on their unique situations and market trends. You will be responsible for business development, enhancing client portfolios, and ensuring compliance with operational standards.
Key Responsibilities:
- Draft personalized financial plans for clients' needs
- Offer customized investment solutions based on market analysis
- Identify opportunities to grow client portfolios
- Ensure compliance with risk management protocols
- Maintain high service quality standards
Requirements:
- Bachelor's degree recognized by the IPF
- Mutual fund representative license required
- Experience in portfolio management and business development
- Enrollment in IPF course preferred
- Strong communication and financial analysis skills
Leverage your skills in finance and client engagement to make a meaningful impact at National Bank.
Client-Focused Financial Planner National Bank in Laval 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.
