Advise Brossard clients through personalized financial planning, investment analysis, and customized solutions as a National Bank Financial Planner. Build trusted relationships while supporting clients’ life goals.

At National Bank, you will identify investment and financing needs, draft financial plans, and provide advice informed by market trends. The position also involves portfolio management, business development, compliance, risk management, and operational quality. A bachelor’s degree or equivalent recognized by the IPF is required, alongside IPF training or progress toward completion.

Key Responsibilities:
Identify investment and financing needs
Draft personalized financial plans
Advise clients using needs and market trends




Develop client and portfolio business prospects
Apply service, compliance, and risk standards

Requirements:
Bachelor’s degree or IPF-recognized equivalent
IPF diploma or completion within twelve months
Portfolio management experience with business development objectives
Financial advisory services business development experience
Communication, finance, and investment knowledge

Use financial planning, client advisory, and business development expertise to support National Bank clients in Brossard.
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📌 Financial Planner Brossard Advisory Services
🏢 Banque Nationale du Canada
📍 Brossard