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.ResponsibilitiesIdentify clients’ investment and financing needs in order to draft a personalized financial planAdvise clients based on their needs and market trends to offer customized solutionsCreate business development opportunities to increase the number of clients and the volume of existing portfoliosMake sure that service and operational quality standards are applied, and compliance and risk management rules are followedYour TeamWith National Bank, you benefit from working with a large established company, covering a large territory, and enjoying adaptable working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role. Personalized training content is available to foster ongoing learning, and you’ll have access to colleagues with a wide range of expertise, experience,



and backgrounds.PrerequisitesBachelor's degree or equivalent recognized by the IPFDiploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months.Mutual fund representative (MFR) licenceExperience in portfolio management with business development objectivesBusiness development experience in the financial advisory services fieldLanguagesFrenchRequired SkillsClient EducationClient EngagementClient-focusedCommunicationDigital literacyDriving ResultsEmotional IntelligenceFinanceInformation AnalysisInsuranceInvestmentsLearning AgilityLegislationProposal GenerationReadinessResiliencyRetirement PlanningSuccession products and servicesTaxationsTeamworkTime ManagementBenefitsHealth and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and family assistance programmePreferential banking servicesInvolvement in community initiativesTelemedicine serviceVirtual sleep clinic#J-18808-Ljbffr

📌 Associate Financial Planner (Winnipeg)
🏢 Af-Fin-I-Ty
📍 Winnipeg