Financial Planner - Sherbrooke - National Bank

    National Bank
    National Bank Sherbrooke

    1 day ago

    $65,000 - $115,000 (CAD) per year *
    Description

    A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.

    • Identify clients' investment and financing needs in order to draft a personalized financial plan
    • Advise clients based on their needs and market trends to offer customized solutions
    • Create business development opportunities to increase the number of clients and the volume of existing portfolios
    • Evaluate service quality standards, ensure compliance with rules, maintain data integrity according to established criteria.

    You will benefit from our training programs using hands-on learning methods that enable you master your role efficiently. Our employees enjoy flexible working conditions while assisting local residents build their lives successfully through various initiatives available under this program!

    * This salary range is an estimation made by beBee
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