Become a Financial Planner with National Bank, guiding clients on their financial goals. Leverage your investment expertise to craft personalized financial plans that inspire confidence and trust. As a Financial Planner at National Bank, you will provide tailored advisory services, developing solid business relationships while positively impacting clients' financial lives.

Your role involves understanding clients’ unique investment needs and advising them based on market trends, enhancing both their portfolio and your own business development skills. Key Responsibilities:

- Identify clients’ investment and financing needs
- Advise based on customized solutions and market trends
- Develop opportunities to increase client portfolios
- Ensure service quality and compliance standards
- Build and maintain client relationships

Requirements:

- Bachelor’s degree or equivalent recognized by IPF
- Diploma from Institut de Planification Financière or on track to obtain
- Experience in portfolio management
- Business development in financial advisory services
- French language proficiency

Elevate your career by making a meaningful impact through financial planning at National Bank.

📌 National Bank Financial Planner Role (Laval)
🏢 Banque Nationale du Canada
📍 Laval