Financial Planner- employment vacancy Canada

Job title:Financial Planner, Ottawa
Primary Location: ON-Eastern Ontario-Ottawa
Deadline: 7/Aug/2013
Employee Status: Regular
Schedule: Full-time
Paticular condition (Extern): Within his function, the candidate will be required to travel to meet clients.
Number of Openings: 1
Job field: Financial Advisory Services (in Sales and Personal Banking)
Job Number: FIN006TP
 
Description
This position reports to the Manager, Investment and Financial Planner.

Main challenges
    Increase the profitability of the portfolio assigned to you by offering sales advisory services regarding financial solutions in line with the profiles and needs of clients, as well as cross-selling services
    Act as an expert for the work team
    Apply processes and procedures in order to properly analyze client needs and, together with clients, decide on an integrated and profitable financial strategy
    Direct the implementation of action plans by involving various specialists from the Bank and its subsidiaries
    Ensure the rigorous follow-up of portfolios and establish frequent contacts with clients in order to monitor their evolving needs, and adapt already proposed financial solutions in order to ensure quality customer service
    Help identify the business potential of clients assigned to you and clients who are not

Qualifications
    Bachelor's degree relevant to the function and two years relevant experience or any other relevant equivalence
    Holder of the Certified Financial Planner Designation (CFP)
    Sales experience with personal objectives to reach
    Customer service experience
    Experience in an advisory role
    Experience in business development
    Experience in portfolio management
    Knowledge of financial products and services, an asset
    Bilingualism both spoken and written (English and French)

*Please note this posting is open for a period of 14 days however will remain online until all positions have been filled. It is possible that applications received after this period, are kept on file for future openings.*
                                                                                         
Diversity is an integral part of the Bank's values and commitments.
How to apply: Visit; https://banquenationaleducanada.taleo.net/careersection/e8k61cf/jobdetail.ftl?job=FIN006TP&lang=en