Financial Planner

Area(s) of interest: Advisory services, Personal banking

Location(s): Montreal

A career as a Financial Planner at National Bank means supporting clients in achieving their goals through personalized financial planning and the development of comprehensive financial plans.

This role will allow you to build your business relationships, strengthen your advisory expertise and leadership skills, and have a meaningful impact in people’s lives.

*** This position is available in several locations across the province. Your location can be determined based on your preference and the available opportunities. ***

Your role

• Identify clients' needs and develop personalized financial plans.
• Advise clients by proposing strategies tailored to their situation and market trends.
• Develop business by acquiring new relationships and growing existing portfolios.
• Ensure adherence to quality, compliance and risk management rules

Your team is committed to offering an exceptional client experience. With us, you'll benefit from the strength and stability of a leading financial institution, a broad, high-potential market and a flexible work environment that empowers you to have a meaningful impact on your clients.

Thanks to our training programs focused on learning in action, you will quickly develop your financial planning expertise. You'll benefit from personalized learning paths and access to colleagues with a wide range of expertise to support your ongoing professional development.

Prerequisites

• Bachelor’s degree (or equivalent recognized by the IPF)
• Institute of Financial Planning (IPF) designation or completion of the designation within the next 12 months
• Experience in portfolio management with business development objectives
• Business development experience in the financial advisory services industry

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

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Client Education Communication Driving Results Emotional Intelligence Finance Information Analysis Insurance Investments Legislation Proposal Generation Readiness Retirement Planning Taxations Teamwork Time Management

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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