National Bank Financial Planning Specialist
National Bank of Canada • saguenay, Canada
Role Description
Join National Bank as a Financial Planning Specialist, where your expertise will empower clients to meet their financial aspirations. This advisory role combines personal client interaction with essential business growth initiatives.
You'll analyze clients' investment and financing requirements and devise effective financial plans tailored to their unique situations. Not only will you develop business relationships, but you will also enhance your leadership abilities while ensuring compliance with operations and risk management guidelines.
Key Responsibilities:
• Assess clients' investment needs and create financial plans
• Advise on investment strategies aligned with current market trends
• Expand client base through targeted business development
• Maintain adherence to service quality standards and compliance
Requirements:
• Bachelor's degree or equivalent credential recognized by IPF
• Diploma from the Institut de Planification Financière (IPF) or on track...
You'll analyze clients' investment and financing requirements and devise effective financial plans tailored to their unique situations. Not only will you develop business relationships, but you will also enhance your leadership abilities while ensuring compliance with operations and risk management guidelines.
Key Responsibilities:
• Assess clients' investment needs and create financial plans
• Advise on investment strategies aligned with current market trends
• Expand client base through targeted business development
• Maintain adherence to service quality standards and compliance
Requirements:
• Bachelor's degree or equivalent credential recognized by IPF
• Diploma from the Institut de Planification Financière (IPF) or on track...