Attendance

Hybrid

Job number

35638

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

17-Sep-2026

Area(s) of interest: Advisory services, Personal banking

Location(s): Gatineau, Greenfield Park, Laval, Longueuil, Montreal, Repentigny, Saint-Hubert, Terrebonne

A career as a Financial Planner at National Bank means supporting clients in achieving their goals through personalized financial planning and the development of comprehensive financial plans.

This role will allow you to build your business relationships, strengthen your advisory expertise and leadership skills, and have a meaningful impact in people’s lives.

*** This position is available in several locations across the province. Your location can be determined based on your preference and the available opportunities. ***

Your role

- Identify clients' needs and develop personalized financial plans.
- Advise clients by proposing strategies tailored to their situation and market trends.
- Develop business by acquiring new relationships and growing existing portfolios.
- Ensure adherence to quality, compliance and risk management rules

Your team

Your team is committed to offering an exceptional client experience. With us, you'll benefit from the strength and stability of a leading financial institution, a broad, high-potential market and a flexible work environment that empowers you to have a meaningful impact on your clients.

Thanks to our training programs focused on learning in action, you will quickly develop your financial planning expertise. You'll benefit from personalized learning paths and access to colleagues with a wide range of expertise to support your ongoing career development.

Prerequisites





- Bachelor’s degree (or equivalent recognized by the IPF)
- Institute of Financial Planning (IPF) designation or completion of the designation within the next 12 months
- Mutual fund representative (MFR) designation
- Experience in portfolio management with business development objectives
- Business development experience in the financial advisory services industry

Languages:

English, French

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Client Education Communication Driving Results Emotional Intelligence Finance Financial Planning Information Analysis Insurance Investments Legislation Proposal Generation Readiness Retirement Planning Taxations Teamwork

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

- Health and wellness program, including many options

- Flexible group insurance

- Generous pension plan

- Employee Share Ownership Plan

- Employee and family assistance program

- Preferential banking services

- Involvement in community initiatives

- Telemedicine service

- Virtual sleep clinic





We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse workplace

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

Discover our culture

Duration: 1 min 25 sec

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