Embark on a career as a Financial Consultant with National Bank, specializing in crafting custom financial plans that empower clients to meet their life aspirations. Flexible working conditions enhance your growth and impact in the community.
As a Financial Consultant, you'll engage with clients to understand their investment and financing needs, utilizing your expertise to draft personalized financial strategies. This role emphasizes business development, client education, and adherence to compliance standards, allowing you to make a meaningful difference in clients' financial journeys.
Key Responsibilities:
• Analyze client needs for tailored financial planning
• Provide bespoke investment advice based on trends




• Create opportunities for business growth and client retention
• Uphold compliance and risk management procedures
• Maintain service quality throughout all client interactions
Requirements:
• Bachelor’s degree or equivalent acknowledged by the IPF
• MFR licence and actively pursuing IPF diploma
• Background in financial portfolio management
• Experience in client-focused business development
• Robust communication and analytical skills
Bring your financial acumen to the forefront, helping clients navigate their planning at National Bank.
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📌 Financial Consultant Role at National Bank (Saguenay)
🏢 National Bank of Canada
📍 Saguenay