Advance your career as a Financial Planner at National Bank, guiding clients through their financial journey and helping them achieve their aspirations. This role offers a blend of client engagement and growth in a adaptable setting.

As a Financial Planner, you will address clients' investment needs while proposing tailored financial strategies. Your responsibilities will include fostering business growth and ensuring that operational standards are consistently met. Continuous learning is an integral part of your role with access to extensive training resources and expert colleagues.

Key Responsibilities:
• Assess and draft customized financial plans
• Provide tailored advice based on market insights
• Generate new business development opportunities
• Ensure adherence to service quality and compliance

Requirements:
• Bachelor's degree recognized by IPF
• Completing IPF diploma within 12 months
• Hold a Mutual Fund Representative license
• Experience in business development and portfolio management
• Background in financial advisory services

Empower clients to reach their financial goals through expert planning and relationship-building at National Bank.
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📌 Expert Financial Planner with National Bank (Quebec City)
🏢 National Bank of Canada
📍 Quebec City