Financial planner
National Bank of Canada based in Gatineau, QC is inviting applications from suitable candidates for the position of Financial planner. National Bank of Canada is a prominent financial institution offering a variety of services, including personal and commercial banking, investment management, and insurance solutions. It focuses on innovation and customer satisfaction, leveraging technology to enhance client experiences. It plays a crucial role in the banking sector. The bank is committed to community engagement and sustainable practices, ensuring it meets diverse financial needs effectively. The candidates selected for the vacancy will be required to start the work as soon as possible.
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Job Description:
Employer Name: National Bank of Canada
Position: Financial planner
No of Vacancies: 3
Salary: Salary is not mentioned, $40.00 – $45.00 hourly estimated salary
Employment Type: Full Time/Permanent
Area of Interest:Â Advisory services, Personal banking
Job Category: Senior Professional
Location: Gatineau, QC, CA
Shift: On-Site
Job ID: 23133
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completion of hold a Bachelor’s degree
Experience: Candidates should have experience in portfolio management with a focus on business development objectives
Other Requirements:
- The candidates should equivalent recognized by the IQPF and a diploma from the Institut Québécois de Planification Financière (IQPF) or be on track to obtain it within 12 months
- The candidates should possess a Mutual Fund Representative (MFR) licence and  experience in business development within the financial advisory services field
- The candidates should demonstrate strong business development skills, effectively engaging and educating clients to promote services
- The candidates should have proven experience in client-focused engagement to build trust and maintain long-term client relationships
- The candidates should have excellent communication skills to present complex financial information in a clear, client-centered manner
- The candidates should possess strong digital literacy skills, staying current with digital tools to enhance client experience and operational efficiency
- The candidates should demonstrate a drive for results, consistently meeting or exceeding business development goals
- The candidates should exhibit emotional intelligence to navigate complex client interactions and respond empathetically to client and a strong finance background, with the ability to perform information analysis to assess client financial needs accurately
- The candidates should have expertise in insurance and investment products, ensuring clients receive well-rounded financial advice and be well-versed in KYC (Know Your Customer) verification processes to ensure regulatory compliance
- The candidates should display learning agility, quickly adapting to new regulations, products, and market conditions and knowledge of legislation impacting financial advisory services to maintain compliance and provide informed client recommendations
Responsibilities:
- The candidates should be able to identify clients’ investment and financing needs to draft a personalized financial plan
- The candidates should be able to advise clients based on their needs and current market trends to offer customized solutions
- The candidates should be able to create business development opportunities to increase the number of clients and expand the volume of existing portfolios
- The candidates should be able to ensure that service and operational quality standards are applied and that compliance and risk management rules are followed
Benefits:
- The candidates will get health and wellness program, Flexible group insurance, Generous pension plan, Employee Share Ownership Plan, Employee and Family Assistance Program and Telemedicine service
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!