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 perk from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying versatile 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