Advise clients on investments and financing as a National Bank Financial Planner, creating personalized plans that support their life goals. Develop lasting business relationships.
This advisory position serves clients through customized financial solutions based on needs and market trends. You will draft personalized plans, identify opportunities, and apply operational quality, compliance, and risk management standards. The role also develops business relationships and leadership skills while supporting clients' lives.
Key Responsibilities:
- Identify investment and financing needs for personalized plans
- Advise clients using needs and market trends
- Offer customized financial solutions to clients
- Create opportunities supporting client and portfolio growth
- Apply quality, compliance, and risk management standards
Requirements:
- Bachelor's degree or IPF-recognized equivalent
- IPF diploma or completion within twelve months
- Mutual fund representative licence
- Portfolio management experience with business development objectives
- Financial advisory services business development experience
Bring financial planning expertise, portfolio management experience, and client advisory skills to National Bank's Financial Planner position.
National Bank Financial Planner 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.
