Financial Planner (On-Site)

Your job

• Identify clients’ investment and financing needs in order to draft a personalized financial plan
• Advise clients based on their needs and market trends to offer customized solutions
• Create business development opportunities to increase the number of clients and the volume of existing portfolios
• Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed

Your team

With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role.

Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites :

• Bachelor's degree or equivalent recognized by the IPF
• Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months.
• Mutual fund representative (MFR) licence
• Experience in portfolio management with business development objectives
• Business development experience in the financial advisory services field