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    Financial Planner - Montreal, Canada - National Bank

    National Bank
    National Bank Montreal, Canada

    2 weeks ago

    National Bank background
    Permanent
    Description
    Attendance On-Site Job Number 20682 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Apr-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: 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. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. You can join a Bank where you will be recognized and where you can make a positive impact

    You will be working at our Branch on De La Gauchetière Ouest.

    Your 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 rules

    • Your team

    With 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. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.

    Prerequisites

  • 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 or in process of obtaining the certificate in the next 12 months
  • Mutual Fund Representative (RCM) Licence
  • Portfolio management experience with business development objectives to achieve
  • Good team player and have a collaborative spirit
    • Languages:
  • Language: English
    • Reason to require this language: you will need to serve clients who speak a language other than French regularly.

    Skills

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    Accountability Business Development Client-focused Communication Customer Relationship Management Diversity & Inclusion Driving Results Emotional Intelligence Empathy Initiative Insurance Investments KYC Verification Resiliency Retirement Planning

    Your benefits

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    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 options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
    • These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

    We're putting people first:

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    We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
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