Financial planner
National Bank of Canada based in Laval, QC is inviting applications from suitable candidates for the position of Financial planner. National Bank of Canada is a major financial institution offering a range of services, including personal and commercial banking, wealth management, and insurance. It operates primarily in Quebec but is expanding nationally and internationally. NBC’s services cater to both individuals and businesses, making it a key player in financial landscape. 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, $35.00 – $40.00 hourly estimated salary
Employment Type: Full Time/Permanent
Area of Interest: Advisory services, Personal banking
Job Category: Senior Professional
Location: Laval, QC, CA
Shift: On-Site
Job ID: 26195
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates should have completion of a Bachelor’s degree
Experience: Candidates should have experience in portfolio management with business development objectives
Other Requirements:
- The candidates should possessor equivalent recognized by the IPF, a diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months
- The candidates should hold a Mutual Fund Representative (MFR) licence, business development experience in the financial advisory services field
Responsibilities:
- The candidates should be able to identify clients’ investment and financing needs in order to draft a personalized financial plan
- The candidates should be able to advise clients based on their needs and market trends to offer customized solutions
- The candidates should be able to create business development opportunities to increase the number of clients and the volume of existing portfolios
- The candidates should be able to ensure that service and operational quality standards are applied, and 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!