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Financial Planner

Attendance
On-Site
Job Number
18395
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
11-Jan-2024
Location: Mont-Saint-Hilaire, Quebec
City
Mont-Saint-Hilaire
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!

Your role

• Develop financial plans that will meet your client's needs and objectives

• Identify clients' investment and financing needs to offer them the best financial planning solutions

• Identify and capitalize on business development opportunities to increase the number of new clients and the volume of existing portfolios

• Stay on top of clients' changing needs to offer them tailored solutions and a red carpet experience

• Make sure that service and operational quality standards are applied and compliance and risk management rules are followed

 

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.

 

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

• Certified financial planner (CFP) or on track to become one in the next 12 months

• Mutual Fund Representative Licence (MFSRs)

• 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

Accountability Client Education Client-focused Diversity & Inclusion Driving Results Financial Planning Investments products for individuals Objection Handling Perseverent Personal Financial Planning Proposal Generation Resiliency Retirement Savings Time 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 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!

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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