Join National Bank as a Financial Planner and become essential in advising clients towards their financial goals. Experience a role with impactful client interactions in a supportive workplace.
In this role, you will leverage your expertise to identify client needs and draft comprehensive financial plans. You'll focus on creating business development pathways to increase client portfolios while maintaining high service standards. Collaborating with a diverse team, you will have ample opportunities for growth and ongoing skilled training.
Key Responsibilities:
• Draft personalized financial plans for clients
• Advise on market trends and client needs
• Develop prospects for client growth
• Monitor compliance with risk management standards
Requirements:
• Bachelor's degree or equivalent IPF recognition
• IPF diploma pursuit within one year
• MFR license required
• Experience in financial advisory business development
• Background in portfolio management
Shape your client's futures with insightful financial planning and robust relationship-building at National Bank.
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📌 National Bank Financial Planning Expert Quebec City
🏢 National Bank of Canada
📍 Quebec City