Become a Financial Planner at National Bank, focusing on business development and client education in the financial advisory sector. Adaptable working conditions enhance your ability to connect with clients effectively. This role involves identifying clients' investment needs to create comprehensive financial plans tailored to their objectives.

Candidates must hold a Bachelor's degree, an MFR license, and have experience in business development. You will work to expand client portfolios while ensuring adherence to compliance and risk management standards. Key Responsibilities:
Identify and assess client investment needs
Provide customized financial solutions based on market insights
Develop strategies for business expansion and client engagement




Ensure compliance with risk management policies
Monitor and enhance service quality for clients Requirements:
Bachelor's degree or equivalent recognized by the IPF
Progress toward Diploma from the Institut de Planification Financière
Mutual fund representative (MFR) license required
Experience in portfolio management and business development
Robust analytical and communication skills Drive successful financial strategies and client satisfaction as a Financial Planner with National Bank.

📌 Business Development Financial Planner Montreal
🏢 National Bank of Canada
📍 Montreal