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Financial Planner Manager

Attendance
Hybrid
Job Number
21681
Category
Manager
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
04-Jul-2024
Location: Rimouski, Quebec
City
Rimouski
Province/State
Quebec
Area of Interest: Wealth management

As a Financial Planner Manager, you will play an important advisory role to financial planners in your sector. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to use your leadership. You can join a Bank where you will be recognized and where you can make a positive impact.


Your job 

  • Promote the Bank's client service directions and be accountable for the application of the Bank's best practices within the region. 
  • Identify growth opportunities, based on findings from market analyses provided by centralized units and knowledge of the region's unique realities. 
  • Establish earnings growth targets for Financial Planner volume growth. 
  • Participate in the diagnosis of problematic situations and intervene in the resolution of complex and contentious problems. 
  • Ensure the hiring, development and performance management of the Financial Planners of his team. 
  • Facilitate meetings and training sessions to encourage information sharing and knowledge transfer among team members 
  • Create a climate conducive to engagement and ensure that team members demonstrate a high level of professionalism. 
  • Conduct personalized meetings on a regular basis with Financial Planners to ensure the development of sales and customer service skills 
Your team

With us, you benefit from the stability of a large company, an extensive territory with great potential, and working conditions that allow flexibility, all while contributing to building the lives of people here. The Financial Planner Manager manages a team of 13 Financial Planners for the Bas-Saint-Laurent, Gaspésie, and Iles region.

Our training programs, based on experiential learning, allow you to master your profession. Customized training content is available to support your continuous learning. Access to colleagues with different expertise, experiences, and diverse profiles enriches your development from all perspectives.


Prerequisites 

  • Completed bachelor's degree, related to the sector of activity, and 10 years of relevant experience or completed Master's degree, related to the sector of activity, and 8 years of relevant experience 
  • Graduate from the Institut québécois de planification financière (IQPF) 
  • Experience in portfolio management with business development objectives to be achieved 
  • Experience in personnel management
  • Good team player and have a collaborative spirit 
Languages:
French

Skills

Client-focused Critical Thinking Decision Making Diversity & Inclusion Emotional Intelligence Learning Agility Managerial Courage Mobilization Partner Development Problem Solving Resiliency Risk Management Strategy Execution Stress Management

Your benefits

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:

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 want to offer an accessible, barrier-free workplace 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!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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