Join National Bank as a Financial Planning expert where you'll develop customized financial strategies for clients. Help clients achieve their life goals while advancing your own career in a flexible environment.

As a Financial Planner, you will identify clients' financial needs and provide tailored advisory services. This role involves engaging with clients and expanding business opportunities while adhering to compliance standards. Take part in client education and foster solid relationships.

Key Responsibilities:
• Identify and analyze clients' investment and financing needs
• Create personalized financial plans to meet client objectives
• Offer tailored advice based on client needs and market conditions




• Develop business opportunities to enhance client portfolios
• Ensure adherence to compliance and operational quality standards

Requirements:
• Bachelor’s degree or recognized equivalent
• IPF diploma or in progress (within 24 months)
• Mutual fund representative licence required
• Experience in financial advisory and portfolio management
• Proven track record in business development

Harness the potential of financial planning to empower clients in their financial journeys.
#J-18808-Ljbffr

📌 Financial Planning Expert at National Bank (Quebec City)
🏢 National Bank of Canada
📍 Quebec City