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Financial Planner, Mississauga

Company Name:
Arca24.com
Salary period: Annual
Come and grow in an organization with one of the most admired corporate cultures in Canada, where diversity and collaboration are values that guide us day-to-day.
With nearly 20,000 employees and over 450 branches, National Bank offers an open and transparent work environment that promotes personal and professional growth via an ongoing development program, as well as a wide range of employee benefits and banking privileges.
As a Financial Planner, you will handle a portfolio of several hundred clients, acting as a trusted professional advisor and building strong relationships with them. You will assist your clients in the seven areas of financial planning, with a focus on investments and retirement.
You will report to a Financial Planner Manager.
In your role, you will be expected to:
ΓΆΒ ΒΆ Increase the profitability of your assigned portfolio by advising clients and offering them financial planning solutions in line with their profiles and needs
ΓΆΒ ΒΆ Offer related products and refer clients to specialized internal partners when necessary
ΓΆΒ ΒΆ Apply service and operational quality standards while complying with administrative and security procedures
ΓΆΒ ΒΆ Rigorously apply processes and procedures, in order to properly analyze the needs of clients and work with them to establish an integrated and profitable financial strategy
ΓΆΒ ΒΆ Work with clients to develop strategic action plans that are tailored to their situation, and oversee their application
ΓΆΒ ΒΆ Provide expertise to the work team
ΓΆΒ ΒΆ Help identify the business potential of assigned and unassigned clients
ΓΆΒ ΒΆ Transfer all credit-related requests to the correct parties

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