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.Your jobIdentify 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 (with all the potential it has to offer), and enjoying flexible 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. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.Prerequisites :Bachelor's degree or equivalent recognized by the IPFDiploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 24 months.Mutual fund representative (MFR) licenceExperience in portfolio management with business development objectivesBusiness development experience in the financial advisory services fieldLanguages: FrenchRequired skills: Business Expansion, Client Education, Client Engagement, Client-focused, Communication, Digital literacy, Driving Results, Emotional Intelligence,



Finance, Information Analysis, Insurance, Investments, Know Your Customer Verification, Learning Agility, Legislation, Proposal Generation, Readiness, Resiliency, Retirement Planning, Succession products and services, Taxations, Teamwork, Time ManagementYour benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and family assistance programPreferential banking servicesInvolvement in community initiativesTelemedicine serviceVirtual sleep clinicWe have an offer that keeps up with trends as well as your needs and those of your family.Our energetic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.Making a bold move in a people-first environmentWe’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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?#J-18808-Ljbffr

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