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
- 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
- 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:
- 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
5 key characteristics
- Ability to Influence
- Team Player
Our role as Financial Planners is to help our clients achieve their dreams!— Nancy Paquet, Senior Vice-President, Strategy, Investment and Savings, Retail Banking
Outreach and involvement from executives
Take charge of own success
Dynamic and flexible environment
Primary Locations: Montreal, Quebec
Employee Status: Regular
- 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?
- 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
- The 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 services
- Hold a Certified financial planner certification (CFP) or be on track to obtain it within the next 12 months
- Hold a Valid licence of Mutual Fund Sales Representative (MFSRs)
- Excellent knowledge of French and English (spoken and written).
Increase your chances by standing out with a positive attitude, a results-oriented approach and by being collaborative.
The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviors) of partnership, agility and empowerment count as much as the business objectives.
National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.
At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.
Particular Condition:Please note that this posting is initially posted for 2 weeks but will stay posted until hiring the best candidate.
Once your application has been reviewed, if you're selected to continue the process, you'll receive an email invitation from
to answer a Talent Explorer questionnaire. **Please check your spam or junk folder.
You'll have 24 hours to complete the questionnaire (takes 15 minutes). Completing the questionnaire is mandatory if you want to continue with the recruitment process.
We thank all candidates who show their interest and apply. However, because of the volume of applications we receive, only candidates under consideration will be contacted for a first-round interview.
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.
JobField: Advisory Services, Personal Banking
Unposting Date: 2022-05-20
Job Number: FIN00984
Posting Date: 2022-05-06
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