Financial planner
National Bank of Canada based in Saint-Leonard, QC is inviting applications from suitable candidates for the position of Financial planner. National Bank of Canada is a prominent financial institution offering a full spectrum of banking and financial services. It caters to individual, business, and institutional clients with services including personal and commercial banking, wealth management, investment banking, and insurance solutions. National Bank operates a nationwide network of branches and prioritizes digital innovation to enhance customer experience and service delivery. 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, $20.00 – $25.00 hourly estimated salary
Employment Type: Full Time/Permanent
Area of Interest: Advisory services, Personal banking
Job Category: Senior Professional
Location: Saint-Leonard, QC, CA
Shift: On-Site
Job ID: 21666
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education:Â Candidates should have completion of Bachelor’s degree
Experience: Candidates should have experience in business development
Physical Requirements:
- The candidates should demonstrate accountability in their work and be client-focused in their approach
Other Requirements:
- The candidates should be skilled in client education, excel in client engagement, possess strong communication skills, expertise in customer relationship management, demonstrate digital literacy and show a commitment to diversity and inclusion
- The candidates should be capable of driving results, demonstrate emotional intelligence, show empathy in their interactions, background in finance and possess skills in information analysis
- The candidates should have an equivalent recognized by the IQPF and hold a Mutual Fund Representative (MFR) licence
- The candidates should possess a diploma from the Institut (IQPF) or be on track to obtain it within 12 months
- The candidates should have experience in portfolio management with business development objectives
- The candidates should demonstrate 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, offering customized solutions
- The candidates should be able to create business development opportunities aimed at increasing 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 and Family Assistance Program
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!