Financial Planner at National Bank of Canada, Charlottetown, Prince Edward Island

Company Overview: National Bank of Canada is a leading financial institution in Canada, offering a wide range of banking and financial services to individuals, businesses, and institutions. With a strong presence in Charlottetown, Prince Edward Island, we are committed to providing innovative solutions and personalized service to our clients. Key Responsibilities for Financial Planner: - Conduct comprehensive financial reviews with clients to understand their financial goals and objectives - Develop personalized financial plans that align with clients' short-term and long-term financial objectives - Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning - Monitor and review clients' financial plans regularly to ensure they remain on track to meet their financial goals - Stay up-to-date on market trends, financial products, and industry regulations to provide informed advice to clients - Collaborate with other financial professionals within the organization to deliver holistic financial solutions to clients Required Qualifications: - Minimum of 3 years of experience in financial planning or wealth management - Certified Financial Planner (CFP) designation or equivalent certification - In-depth knowledge of investment products, retirement planning strategies, and tax regulations - Strong understanding of financial markets and economic indicators - Excellent communication and interpersonal skills to build and maintain client relationships - Proficiency in financial planning software and tools Desired Skills: - Bilingual in English and French - Experience working with high-net-worth clients - Advanced degree in finance, accounting, or related field - Proven track record of meeting and exceeding financial targets - Ability to work independently and as part of a team Compensation & Benefits: The annual salary range for the Financial Planner position at National Bank of Canada in Charlottetown, Prince Edward Island, is between $65,000 to $85,000 CAD, commensurate with experience and qualifications. In addition to competitive compensation, we offer a comprehensive benefits package that includes health and dental coverage, pension plan, employee discounts, and professional development opportunities. How to Apply: To apply for the Financial Planner position at National Bank of Canada, please visit our careers page on our official website and submit your resume and cover letter online. Only shortlisted candidates will be contacted for further assessment. Thank you for your interest in joining our team.