Become a Financial Planner at National Bank, where you'll craft personalized plans to meet client goals while engaging in business development. Make an impact through financial advising in a supportive workplace.

This role at National Bank offers a chance to advise clients on investments and financing. You will identify their needs, create tailored financial plans, and boost client portfolios. This position focuses on building relationships while ensuring compliance and operational excellence.

Key Responsibilities:
• Identify investment and financing needs for clients
• Draft personalized financial plans tailored to client goals
• Advise clients based on market trends and needs
• Create business development opportunities to grow clientele
• Ensure compliance with service and operational standards

Requirements:
• Bachelor’s degree or equivalent recognized by IPF
• Diploma from the Institut de Planification Financière (IPF)
• Mutual fund representative licence required
• Portfolio management experience with business development focus
• Background in financial advisory services

Leverage your advisory expertise to positively impact clients' financial journeys.
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📌 National Bank Financial Planner Role (Quebec City)
🏢 National Bank of Canada
📍 Quebec City