Advise clients through personalized financial planning at National Bank, using investment knowledge and market trends to shape customized solutions. French is required.
As a Financial Planner, you will identify investment and financing needs, draft plans for clients' life goals, and strengthen business relationships. The position includes advisory responsibilities, portfolio management, business development, and compliance oversight. You will work with National Bank's established company and broad territory while developing leadership skills and receiving personalized training.
Key Responsibilities:
- Identify investment and financing needs for each client
- Draft personalized financial plans aligned with life goals
- Advise clients using their needs and market trends
- Create opportunities that grow clients and existing portfolios
- Apply service, operational quality, compliance, and risk rules
Requirements:
- Bachelor's degree or IPF-recognized equivalent
- IPF diploma or completion expected within twelve months
- Mutual fund representative licence
- Portfolio management experience with business development objectives
- Financial advisory services business development experience
Bring financial planning expertise, client advisory ability, and portfolio development experience to National Bank's French-language practice.
National Bank Financial Planner in Longueuil 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.
