Become a financial planning expert with National Bank, advising clients and drafting personalized financial plans. This role emphasizes relationship building and leadership to meet life goals.As a Financial Planner, you will identify clients' investment needs and draft tailored plans. Utilize your expertise to advise clients based on their unique situations and market trends. You will be responsible for business development, enhancing client portfolios, and ensuring compliance with operational standards.Key Responsibilities:Draft personalized financial plans for clients' needsOffer customized investment solutions based on market analysisIdentify opportunities to grow client portfoliosEnsure compliance with risk management protocolsMaintain high service quality standardsRequirements:Bachelor's degree recognized by the IPFMutual fund representative license requiredExperience in portfolio management and business developmentEnrollment in IPF course preferredStrong communication and financial analysis skillsLeverage your skills in finance and client engagement to make a meaningful impact at National Bank.

📌 Client-Focused Financial Planner National Bank (Laval)
🏢 National Bank of Canada
📍 Laval