Expert Financial Planner National Bank

Location: Quebec

Launch your career as an Expert Financial Planner with National Bank, focusing on delivering tailored financial plans that empower clients to reach their life goals. This role enhances your advisory skills while driving business growth.

As a financial planning expert, you'll identify clients' specific financial needs and design personalized strategies to meet them. You'll have access to extensive training and a collaborative environment, which fosters your leadership skills while you help clients navigate their financial journeys.

Key Responsibilities:

• Identify and assess clients’ investment needs

• Draft personalized financial solutions based on client goals

• Generate business development opportunities

• Maintain high service and operational quality standards

• Ensure compliance with financial regulations

Requirements:

• Bachelor’s degree recognized by IPF

• Diploma from the Institut de Planification Financière (IPF) or on path to completion

• Experience with portfolio management and business growth

• Proven business development experience in financial services

• Effective communication and relationship management skills

Make a meaningful impact in your community as a financial planner with National Bank.
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