Join National Bank as a Financial Planning Specialist to guide clients in their investment journeys. This role highlights your ability to create personalized financial plans while ensuring compliance and operational excellence.
In this client-centered position, you’ll be responsible for understanding investment needs and delivering tailored financial plans that align with market trends. Your role includes identifying growth opportunities, fostering robust client relationships, and adhering to quality and compliance standards to ensure a holistic financial advisory approach.
Key Responsibilities:
• Draft personalized financial plans based on client needs
• Offer customized advice aligned with market trends
• Foster business development for client acquisition




• Monitor compliance and risk management rules
• Maintain operational quality in service delivery
Requirements:
• Bachelor’s degree or IPF-recognized equivalent
• MFR licence or in pursuit of IPF diploma
• Experience in business development for financial services
• Solid expertise in portfolio management
• Proficient in client education and engagement techniques
Maximize your impact on clients’ financial success at National Bank, developing essential skills in financial planning.
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📌 National Bank Financial Planning Specialist (Saguenay)
🏢 National Bank of Canada
📍 Saguenay