Attendance: Hybrid

Employment Category: Intermediate Professional

Type of Contract: Permanent

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 professional 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

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 agile 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!

Additional required languages: English, French

Skills: Client Education, Communication, Driving Results, Emotional Intelligence, Finance, Financial Planning, Information Analysis, Insurance, Investments, Legislation, Proposal Generation, Readiness, Retirement Planning, Taxations, Teamwork, Time Management, Cl

📌 Financial Planner (Saint-Hubert)
🏢 National Bank of Canada
📍 Saint-Hubert