Guide clients through investments and financing as a National Bank Financial Planner, drafting personalized plans for their life goals. French and English service is required.
As a financial planning expert, you will advise clients, develop business relationships, and build leadership skills. You will analyze needs, follow market trends, and offer customized solutions. Your work supports client engagement and portfolio growth while maintaining quality and compliance.
Key Responsibilities: Identify investment and financing needs
Draft personalized financial plans
Advise clients using needs and market trends
Create business development opportunities
Apply quality, compliance, and risk standards
Requirements: Bachelor's degree or IPF-recognized equivalent
IPF diploma or completion within twelve months
Mutual fund representative licence
Portfolio management experience with business development objectives
Financial advisory services business development experience
Bring financial planning, client engagement, portfolio management, and bilingual communication skills to National Bank’s advisory team.

#J-18808-Ljbffr

📌 National Bank Financial Planner (Quebec City)
🏢 National Bank of Canada
📍 Quebec City