Advise clients on investments and financing as a National Bank Financial Planner, creating personalized plans that support their life goals. Develop lasting business relationships.

This advisory position serves clients through customized financial solutions based on needs and market trends. You will draft personalized plans, identify prospects, and apply operational quality, compliance, and risk management standards. The role also develops business relationships and leadership skills while supporting clients’ lives.

Key Responsibilities:
Identify investment and financing needs for personalized plans
Advise clients using needs and market trends
Offer customized financial solutions to clients




Create opportunities supporting client and portfolio growth
Apply quality, compliance, and risk management 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 expertise, portfolio management experience, and client advisory skills to National Bank’s Financial Planner position.

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