Job Description

You have the desire to help and enjoy challenges, you\'ll play an important role for your clients as a financial planner. Through all 7 fields of financial planning, you\'ll work closely with the team to provide standout assistance and advice to clients when preparing a comprehensive financial plan for them. In your work, you\'ll build business relationships, develop your entrepreneurship and showcase your leadership. Come join a bank where you are recognized and your contribution will add value!

• Profile: You must be enthusiastic about the client and overall financial planning offer
• Experience: Relevant experience in business development in financial advisory services

• Background:

• Bachelor\'s degree (or equivalent recognized by the IQPF)
• Valid licence of Mutual Fund Sales Representative (MFSRs)
• Certified financial planner certification (CFP) or be on track to obtain it within the next 12 months
• Language:

• French / English (varies by region)

What does it take for a Financial Planner to stand out on our team? Here are a few of the main characteristics: (1 Beginner \xc3\xa2\xc2\x80\xc2\x93 10 Expert)

• Client-centric 10
• Leadership 9
• Entrepreneurship 9
• Strong interpersonal skills 9
• Business Development 9
• "Make-it-happen" attitude 8
• Flexibility 8
• Financial Planning 8
• Autonomy 7

Traits are on a scale of 0 to 10

5 key characteristics

• Professionalism
• Innovation
• Ability to Influence
• Drive
• Team Player

Testimonials

Our role as Financial Planners is to help our clients achieve their dreams! \xc3\xa2\xc2\x80\xc2\x94 Nancy Paquet, Senior Vice-President, Strategy, Investment and Savings, Retail Banking

Advantages

Outreach and involvement from executives

Take charge of own success

Advantageous compensation

Recognition program

Dynamic and flexible environment

Financial Planner

Job ID 49614926496 Date posted 05/30/2023

Primary Locations: Montreal, Quebec

Attendance: On-site

Employee Status: Regular

Schedule: Full-time

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

Competencies required

• 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\xc3\x82 (MFSRs)

Preferred competencies

• Portfolio management experience with business development objectives to achieve
• Good team player and have a collaborative spirit

Your benefits

In addition to competitive compensation, upon hiring you\xc3\xa2\xc2\x80\xc2\x99ll 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
• Initiatives promoting community involvement
• 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.\xc3\x82

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees\xc3\xa2\xc2\x80\xc2\x99 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.\xc3\x82 Our mission is to have a positive impact on peoples\' lives.

Our core values of partnership, agility, and empowerment inspire us,\xc3\x82 and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.\xc3\x82

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

#LI-MC1

JobField: Advisory Services, Personal Banking

Unposting Date: 2023-06-10

Job Number: FIN009FN

Posting Date: 2023-05-30

National Bank of Canada