Elevate your career as a Senior Financial Planner at National Bank where you will create impactful financial solutions. This role emphasizes client engagement and personalized plan drafting in a supportive setting.

In this position, you will focus on understanding clients' unique financial situations to draft effective financial plans. You will also advise clients on investments while looking for opportunities to expand the client base. Operational quality and compliance are key focuses in delivering outstanding service.

Key Responsibilities:
• Assess clients’ financing and investment requirements
• Draft customized financial plans to support client goals
• Advise clients based on market trends and individual needs




• Generate business development initiatives to grow portfolios
• Maintain compliance with risk management and operational standards

Requirements:
• Recognized Bachelor’s degree or equivalent
• IPF diploma or eligibility to obtain soon
• Active mutual fund representative licence
• Experience in portfolio management and business development
• Proven expertise in financial advisory services

Use your financial expertise to transform lives at National Bank.
#J-18808-Ljbffr

📌 Senior Financial Planner Position (Quebec City)
🏢 National Bank of Canada
📍 Quebec City