Elevate your career as a Financial Planner with National Bank, offering expert advice and personalized financial plans to clients. You'll drive business relationships and leadership skills in a supportive workplace. As a Financial Planner at National Bank, your role involves developing personalized financial strategies that align with clients' life goals.

You will identify investment needs, advise based on market trends, and create business development prospects to expand client portfolios. Your work directly impacts clients' financial well-being while you ensure high service quality and compliance standards. Key Responsibilities:
Identify clients’ investment and financing needs
Advise clients using market insights for custom solutions
Develop strategies to grow client base and portfolio volume
Ensure adherence to service, compliance, and risk standards Requirements:
Bachelor’s degree or equivalent from IPF
Diploma from Institut de Planification Financière, or in progress
Mutual fund representative (MFR) licence
Experience in portfolio management and business development Utilize your financial expertise to change lives positively as part of the National Bank team.

📌 National Bank Financial Planner Role Montreal (Canada)
🏢 National Bank of Canada
📍 Canada