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 setting. 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 prospects 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.

📌 National Bank Financial Planner Role Saguenay
🏢 National Bank of Canada
📍 Saguenay