Overview

A career as a National Bank Financial Planner means you will 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 job

- Identify clients’ investment and financing needs in order to draft a personalized financial plan
- Advise clients based on their needs and market trends to offer customized solutions
- Create business development opportunities to increase the number of clients and the volume of existing portfolios
- Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed

Your team

With 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 IPF
- Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 24 months.
- Mutual fund representative (MFR) licence
- Experience in portfolio management with business development objectives
- Business development experience in the financial advisory services field

Languages

French

Required 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 Management

Your benefits

- Health and wellness program, including many options
- Adaptable group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferential banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic

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📌 Financial Planner (Saguenay)
🏢 National Bank of Canada
📍 Saguenay