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Financial planner

Banque Nationale

This is a Full-time position in Montreal, QC posted November 6, 2019.

Our financial planning team is expanding.

Many new financial planner roles are available to sustain our growth and allow us continue to offer an exemplary experience for our clients!Are you knowledgeable in the seven areas of financial planning?You enjoy building relationships of trust to help your clients and increase their loyalty?You know how to capitalize on business development opportunities?At National Bank, we truly value the title of Financial Planner.

In fact, we pay for our employees to maintain their title and offer them personalized coaching from our Financial Planner Managers.Interested in finding out more?Develop financial plans that will meet your client’s needs and objectivesIdentify clients’ investment and financing needs to offer them the best financial planning solutionsIdentify and capitalize on business development opportunities to increase the number of new clients and the volume of existing portfoliosStay on top of clients’ changing needs to offer them tailored solutions and a red carpet experienceMake sure that service and operational quality standards are applied and compliance and risk management rules are followedThe candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.Hold a Bachelor’s degree (or equivalent recognized by the IQPF) as well as relevant experience in financial business development and advisory servicesHold a Certified financial planner certification (CFP) or be on track to obtain it within the next 12 monthsHold a Valid licence of Mutual Fund Sales Representative (MFSRs)Bilingualism both spoken and written (English and French) depending on the locationIncrease your chances by standing out with a positive attitude, a results-oriented approach and by being collaborative.We strive to be an inclusive organization where all employees are valued.

National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.The selected candidates will have to complete online tests during the recruitment process.Within his function, the candidate will be required to travel to meet clients.Please note that the work schedule may vary according to operational needs.