Financial Planner

City : Montreal

Category : Regular Full-time

Industry : Finance

Employer : National Bank

Are you knowledgeable in the seven areas of financial planning?
You enjoy building relationships of trust to help your clients and increase their loyalty?
You know how to capitalize on business development opportunities?

At National Bank, we truly value the title of Financial Planner. In fact, we pay for our employees to maintain their title and offer them personalized coaching from our Financial Planner Managers.

Interested in finding out more?

Develop financial plans that will meet your client's needs and objectives
Identify clients' investment and financing needs to offer them the best financial planning solutions
Identify and capitalize on business development opportunities to increase the number of new clients and the volume of existing portfolios
Stay on top of clients' changing needs to offer them tailored solutions and a red carpet experience
Make sure that service and operational quality standards are applied and compliance and risk management rules are followed
The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

Hold a Bachelor's degree (or equivalent recognized by the IQPF) as well as relevant experience in financial business development and advisory services
Hold a Certified financial planner certification (CFP) or be on track to obtain it within the next 12 months
Hold a Valid licence of Mutual Fund Sales Representative (MFSRs)
Excellent knowledge of French and English (spoken and written).

Increase your chances by standing out with a positive attitude, a results-oriented approach and by being collaborative.

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviors) of partnership, agility and empowerment count as much as the business objectives.

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.

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