Step into the role of Financial Planning Associate at National Bank, providing valuable advisory services to clients while developing your expertise in financial planning. This on-the-job learning role helps you deliver on client needs successfully.
As an associate, you'll work alongside experienced financial planners to support their client portfolios and sharpen your advisory skills. You'll be instrumental in understanding client preferences, guiding them toward optimal investment strategies, and identifying opportunities for growth in their portfolios. Solid communication and client-focused skills are essential to succeed in this position.
Key Responsibilities:
• Support assigned financial planners with client management
• Listen actively to clients’ investment needs




• Facilitate business development opportunities for clients
• Identify potential investment and financing partners
• Assist in opening investment accounts and advising clients
Requirements:
• DEC or bachelor’s degree with relevant experience (1-3 years)
• Valid Mutual fund representative (MFR) designation
• Proficient in IT tools and digital navigation
• Solid foundational knowledge of investment principles
• Proven ability to manage multiple client requests
Develop your career in financial advising while making a real difference for clients at National Bank.
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📌 Financial Planning Associate at National Bank (Quebec City)
🏢 National Bank of Canada
📍 Quebec City