Financial Planner - Ottawa
Banque Nationale
Ottawa, Eastern Ontario, ON Canada
22d ago

Being a Financial Planner with National Bank means offering clients unique solutions by developing personalized action plans for them.

Because we genuinely believe in the efficiency of teamwork, our financial planners work with experts in different sectors to offer the best possible advisory services.

They receive referrals from their colleagues and can act as mentors for other advisors.

Your expertise, people skills, team spirit and ability to capitalize on business opportunities will make you stand out from the crowd.

Interested in finding out more?

Your role will be to :

  • 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
  • Qualifications

    You'll work in an environment requiring :

    A positive attitude, a results-oriented approach and good stress management skills

    For us, it's important that you :

  • Have a Bachelor's degree as well as 3 to 5 years of experience in financial advisory services
  • Have a valid licence to sell mutual funds or provide financial planning services
  • Have the CFP designation or completion in progress
  • Have portfolio management experience with business development objectives
  • Have significant financial planning experience
  • Be bilingual, both spoken and written (English and French), a strong asset
  • For the compensation associated with this position, click on salaryranges. While only one level is posted, the manager has the latitude to position the selected candidate at a lower level, depending on his profile.

    Diversity is an integral part of the Bank's values and commitments. In this document, the masculine gender designates both sexes with no discrimination intended, and is used only to facilitate reading.

    Particular condition (external) : *NEW : 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 and will have to meet our customers. Work schedule may require evening and week-

    end shifts. Please note that the work schedule may vary according to operational needs.

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