Financial Planner

Attendance

On-Site

Job Number

20861

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

02-May-2024

Location: Mont-Royal, Quebec

City

Mont-Royal

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 Ville Mont Royal.

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

Skills

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

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!

Apply

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.

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?