National Bank Financial Planner Role (Laval)

National Bank Financial Planner Role (Laval)

17 Oct
|
Banque Nationale du Canada
|
Laval

17 Oct

Banque Nationale du Canada

Laval

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 needsAdvise based on customized solutions and market trendsDevelop opportunities to increase client portfoliosEnsure service quality and compliance standardsBuild and maintain client relationshipsRequirements:Bachelor's degree or equivalent recognized by IPFDiploma from Institut de Planification Financière or on track to obtainExperience in portfolio managementBusiness development in financial advisory servicesFrench language proficiencyElevate your career by making a meaningful impact through financial planning at National Bank.

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

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