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 requirementsDraft customized financial plans to support client goalsAdvise clients based on market trends and individual needsGenerate business development initiatives to grow portfoliosMaintain compliance with risk management and operational standardsRequirements:Recognized Bachelor's degree or equivalentIPF diploma or eligibility to obtain soonActive mutual fund representative licenceExperience in portfolio management and business developmentProven expertise in financial advisory servicesUse your financial expertise to transform lives at National Bank.

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