Financial Planner - Longueuil, QC, Canada - National Bank

National Bank Longueuil, QC, Canada

2 weeks ago

Full time

Description

Attendance Hybrid Job Number 20301

Category Senior Professional Status:
Permanent Type of

Contract Permanent Schedule:

Full-Time Full Time / Part Time? Full-Time Posting date 01-Apr-2024 Location: Advisory services, Personal banking As a financial planner, you will play an important role with your clients.

Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan.

You can join a Bank where you will be recognized and where you can make a positive impactYour role

Realize personalized financial planning that will meet the needs and objectives of your clients
Identify clients' investment and financing needs in order to offer them the best financial planning solutions
Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rulesYour teamWith us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Basic requirements
Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services
Diploma from the Institut Québécois de Planification Financière (IQPF) is requested
Mutual Fund Representative (RCM) Licence
Portfolio management experience with business development objectives to achieve
Good team player and have a collaborative spirit#LI-MC1 Skills Press space or enter keys to toggle section visibility Accountability Business Development Client Education Client Engagement Client-focused Communication Customer Relationship Management Digital literacy Diversity & Inclusion Driving Results Emotional Intelligence Empathy Finance Humility Information Analysis Your benefits Press space or enter keys to toggle section visibility In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinic These are a few of the benefits available to you.

Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

Press space or enter keys to toggle section visibility We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

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