Guide clients through investments and financing as a National Bank Financial Planner, drafting personalized plans for their life goals. French and English service is required.
As a financial planning expert, you will advise clients, develop business relationships, and build leadership skills. You will analyze needs, follow market trends, and offer customized solutions. Your work supports client engagement and portfolio growth while maintaining quality and compliance.
Key Responsibilities:
- Identify investment and financing needs
- Draft personalized financial plans
- Advise clients using needs and market trends
- Create business development opportunities
- Apply quality, compliance, and risk 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, client engagement, portfolio management, and bilingual communication skills to National Bank's advisory team.
National Bank Financial Planner in Brossard employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
