Join National Bank as a Financial Planning Advisor specializing in retirement strategies. Utilize your financial expertise to optimize clients' retirement journeys. In this role, you will perform financial and withdrawal analyses to enhance retirement income.

Your ability to explain complex concepts clearly will assist clients in understanding their options. You’ll collaborate with a diverse team to create an integrated client experience and lead workshops about retirement planning. Key Responsibilities:

- Conduct financial and withdrawal analyses for clients
- Advise on registered plans and retirement income
- Recommend strategies based on client situations
- Facilitate workshops and information sessions
- Ensure compliance and adherence to risk management standards Requirements:
- Bachelor’s degree in finance or administration
- Significant experience in wealth management or advisory
- Microprogram in Financial Planning required
- Financial Planner designation in progress or completed
- Excellent communication and interpersonal skills Bring your financial planning skills to National Bank to support clients in achieving their retirement goals.

📌 Financial Planning Advisor at National Bank (Saint-Jean-sur-Richelieu)
🏢 National Bank of Canada
📍 Saint-Jean-sur-Richelieu