This job board retrieves part of its jobs from: Toronto Jobs | Emplois Montréal | IT Jobs Canada

English jobs board for the people in Laval, Québec

To post a job, login or create an account |  Post a Job

   Jobs Laval   

Find new job offers in English every day in Laval

Slide 1
Slide 2
Slide 3
previous arrow
next arrow

Financial Planner

National Bank

This is a Contract position in Laval, QC posted July 29, 2022.

Employee Status: Regular
Schedule: Full-time

  • 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 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 developmentand 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)
  • Have portfolio management experience with business developmentobjectives

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferred banking services
  • Volunteer program
  • Telemedicine
  • Virtual sleep clinic

These are just a few of the many benefits we offer. We’ve rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

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. Our mission is to have a positive impact on peoples’ lives.

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

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-GB1

Particular Condition:Important information Once your application has been reviewed, if you’re selected to continue the process, you’ll receive an email invitation within 72 hours 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: 2022-08-11
Job Number: FIN0098P
Posting Date: 2022-07-28