Advise clients through personalized financial planning at National Bank, using investment knowledge and market trends to shape customized solutions. French is required.

As a Financial Planner, you will identify investment and financing needs, draft plans for clients' life goals, and strengthen business relationships. The position includes advisory responsibilities, portfolio management, business development, and compliance oversight. You will work with National Bank's established company and broad territory while developing leadership skills and receiving personalized training.

Key Responsibilities:

- Identify investment and financing needs for each client
- Draft personalized financial plans aligned with life goals
- Advise clients using their needs and market trends




- Create opportunities that grow clients and existing portfolios
- Apply service, operational quality, compliance, and risk rules

Requirements:

- Bachelor's degree or IPF-recognized equivalent
- IPF diploma or completion expected within twelve months
- Mutual fund representative licence
- Portfolio management experience with business development objectives
- Financial advisory services business development experience

Bring financial planning expertise, client advisory ability, and portfolio development experience to National Bank's French-language practice.

📌 National Bank Financial Planner (Longueuil)
🏢 National Bank of Canada
📍 Longueuil