Acareer as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. Identify clients’ investment and financing needs in order to draft a personalized financial plan Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on‑the‑job learning to help you master your role.

Personalized training content is available to foster ongoing learning.



Bachelor's degree or equivalent recognized by the IPF Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months. Business development experience in the financial advisory services field Versatile group insurance Generous pension plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

Additional required languages: French #

📌 Financial Planning & Analysis Consultant (Montreal)
🏢 National Bank of Canada
📍 Montreal