Financial planner
National Bank of Canada based in Mont-Royal, QC is inviting applications from suitable candidates for the position of Financial planner. National Bank of Canada is a leading financial institution in Canada. National Bank offers a wide range of financial products including personal and business banking, wealth management. The Mont-Royal location serves as a strategic hub, contributing to the bank’s reputation for excellence in the financial industry. National Bank’s focus on tailored solutions and community engagement reinforces its position as a trusted partner for individuals and businesses seeking financial success. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: National Bank of Canada
Position: Financial planner
No of Vacancies: 1
Salary: Salary is not mentioned, $32.00-$37.00 hourly estimated salary
Employment Type: Permanent
Job Category: Intermediate Professional
Location: Mont-Royal, QC, CA
Schedule: Full-Time
Requisition ID/Job ID: 18670
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have bachelor’s degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services
Experience: Candidates should have considerable experience in the relevant field
Other Requirements:
- The candidates should possess a Diploma from the Institute Québécois de Planification Financière (IQPF)
- The candidates should hold a Mutual Fund Representative (RCM) Licence
- The candidates should have portfolio management experience with business development objectives to achieve
- The candidates should be good team players and have a collaborative spirit
Responsibilities:
- The candidate should be able to play an important role as a financial planner, working closely with clients through the 7 fields of financial planning
- The candidate should be able to collaborate with the team to help and advise clients in a distinctive and personalized way, focusing on achieving their life goals through the development of a comprehensive financial plan
- The candidate should be able to develop business relationships, showcase entrepreneurial skills, take on an advisory role, and leverage leadership capabilities
- The candidate should be able to join a Bank where recognition and the opportunity to make a positive impact are valued
- The candidate should be able to realize personalized financial planning that meets the needs and objectives of clients
- The candidate should be able to identify clients’ investment and financing needs to offer them the best financial planning solutions
- The candidate should be able to identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
- The candidate should be able to stay updated on changing customer needs to offer adapted solutions and provide an extraordinary customer experience
- The candidate should be able to ensure the application of quality service and operational quality standards, as well as compliance and risk management rules
Benefits:
- The candidate will get a health and wellness program, including many options
- The candidate will get access to flexible group insurance
- The candidate will get a generous pension plan
- The candidate will get the opportunity to participate in an Employee Share Ownership Plan
- The candidate will get access to an Employee and Family Assistance Program
- The candidate will get preferential banking services
- The candidate will get opportunities to get involved in community initiatives
- The candidate will get access to a telemedicine service
- The candidate will get a virtual sleep clinic
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!