Financial Planner (Longueuil)

Job Overview A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Responsibilities 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.

Qualifications 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. Benefits Health and wellness program, including many options.

Adaptable group insurance. Generous pension plan. Employee Share Ownership Plan.

Employee and family assistance program. Preferential banking services. Involvement in community initiatives.

Telemedicine service. Virtual sleep clinic. #J-18808-Ljbffr