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

Versatile 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 (Quebec City)
🏢 National Bank of Canada
📍 Quebec City