Become a financial planning expert with National Bank, advising clients and drafting personalized financial plans. This role emphasizes relationship building and leadership to meet life goals. As a Financial Planner, you will identify clients’ investment needs and draft tailored plans.

Utilize your expertise to advise clients based on their unique situations and market trends. You will be responsible for business development, enhancing client portfolios, and ensuring compliance with operational standards. Key Responsibilities:
Draft personalized financial plans for clients' needs
Offer customized investment solutions based on market analysis
Identify prospects to grow client portfolios
Ensure compliance with risk management protocols
Maintain high service quality standards Requirements:
Bachelor's degree recognized by the IPF
Mutual fund representative license required
Experience in portfolio management and business development
Enrollment in IPF course preferred
Robust communication and financial analysis skills Leverage your skills in finance and client engagement to make a meaningful impact at National Bank.

📌 Client Focused Financial Planner National Bank Laval
🏢 National Bank of Canada
📍 Laval