Talent.com
National Bank
Financial Planner (On-Site)National Bank • Montreal, Quebec
Financial Planner (On-Site)

Financial Planner (On-Site)

National Bank • Montreal, Quebec
Il y a plus de 30 jours
Type de contrat
  • Temps plein
  • Temps partiel
  • Permanent
Description de poste
Attendance On-Site Job number 31219 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 14-Jul-2026 Area(s) of interest: Advisory services, Personal banking Location(s): Montreal A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.

Your job

  • Identify clients’ investment and financing needs in order to draft a personalized financial plan
  • Advise clients based on their needs and market trends to offer customized solutions
  • Create business development opportunities to increase the number of clients and the volume of existing portfolios
  • Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed

Your team

With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role.

Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites :

  • Bachelor's degree or equivalent recognized by the IPF
  • Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months.
  • Mutual fund representative (MFR) licence
  • Experience in portfolio management with business development objectives
  • Business development experience in the financial advisory services field
Languages: French

Skills

Press space or enter keys to toggle section visibility

Business Expansion Client Education Communication Driving Results Emotional Intelligence Finance Information Analysis Insurance Investments Legislation Proposal Generation Readiness Retirement Planning Taxations Teamwork Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
Créer une alerte emploi pour cette recherche

Financial Planner (On-Site) • Montreal, Quebec

Offres similaires

Part-Time Remote Financial Planner | CFP/PFA/ChFC (Canada)

Addition WealthMontreal (administrative region), QC, CA
Télétravail
Temps partiel

A leading company in the financial sector is seeking an Experienced Financial Professional in Canada to join their part-time, contractor team.This role focuses on delivering personalized financial ... Voir plus

 • Offre sponsorisée

Professional Financial Planner Enriching Client Life Goals and Investments

National Bank of CanadaMontreal
Temps plein

Launch a rewarding career as a Financial Planner, championing client success and customized financial planning.Utilize your expertise to maximize their investment strategies while making impactful ... Voir plus

 • Offre sponsorisée

Intact Financial Specialist in Private Investing

Intactlaval (administrative region), qc, Canada
Temps plein

Contribute to Intact's financial success as a Financial Specialist in our hybrid model, focusing on private investments and strategic partnership development.This role is pivotal for advancing our ... Voir plus

 • Offre sponsorisée

Financial Analyst Role in SaaS Environment

VastianMontreal (administrative region), QC, CA
Temps plein

Dive into the world of finance at Vastian as a Financial Analyst, specializing in budgeting and key financial metrics.Collaborate with leadership to improve decision-making processes.Vastian's fina... Voir plus

 • Offre sponsorisée

Manager - Financial Planning & Analysis

Embrace Software IncMontreal (administrative region), QC, CA
Permanent

Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Voir plus

 • Offre sponsorisée

Financial Planner - Montréal

TDMontreal (administrative region), QC, CA
Temps plein

This role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defin... Voir plus

 • Offre sponsorisée

Regional Financial Advisor (Virtual)

CU Financial ManagementMontreal (administrative region), QC, CA
Temps plein

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Voir plus

 • Offre sponsorisée

Financial Controller, North America

Ifrs-Foundationmontreal (administrative region), qc, Canada
Temps plein

The Financial Controller (North America) is responsible for overseeing all.Foundation’s entities in North America (currently US and Canada).The role ensures that month‑end close, year‑end audit, an... Voir plus

 • Offre sponsorisée

Financial Controller (Contract, Nova Scotia & New Brunswick)

Rubicon PathMontreal (administrative region), QC, CA
Temps plein

Financial Controller (Contract, Nova Scotia & New Brunswick).Our client in Halifax is looking for a Financial Controller for a 1-year contract.The role can be performed remotely from anywhere in No... Voir plus

 • Offre sponsorisée

Financial Analyst - Vendor Maintenance Role

Canadian Tire CorporationLaval (administrative region), QC, CA
Temps plein

Elevate your career with Canadian Tire Corporation as a Financial Analyst focusing on Vendor Maintenance in Laval.Play a key role in ensuring effective vendor onboarding and data management in Peop... Voir plus

 • Offre sponsorisée

Tax Estate Planner

TD Bankmontreal (administrative region), qc, Canada
Temps plein

Postulerremote type: Sur placelocations: Montréal, Québectime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 3 juillet 2026 (Il reste 10 jours pour postul... Voir plus

 • Offre sponsorisée

Remote Wealth Advisor & Financial Planner

Fidelity CanadaMontreal (administrative region), QC, CA
Télétravail
Temps plein

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Voir plus

 • Offre sponsorisée

Remote Cloud Strategy Leader for Financial Services

Caylent, IncMontreal (administrative region), QC, CA
Télétravail
Temps plein

A leading cloud services firm seeks a Principal Strategist to enhance its Financial Services Practice.The ideal candidate will drive customer program success by developing actionable roadmaps and g... Voir plus

 • Offre sponsorisée

Remote Financial Analyst: Forecasting & Planning

Avanti Software Inc.Montreal (administrative region), QC, CA
Télétravail
Temps plein

A leading insurance company is looking for a Financial Analyst to join their team.This remote position involves performing month-end analysis, assisting with annual planning, and establishing partn... Voir plus

 • Offre sponsorisée

Financial Advisor

Infotree Global SolutionsMontreal (administrative region), QC, CA
Temps plein

Location: Montreal, QC H3C 1A3.Understand the structure and procedures for mutual fund operations (back office operations).Establish and maintain strong client relationships by coordinating efforts... Voir plus

 • Offre sponsorisée

Financial Planning Analyst

MADE BY GATHERMontreal
Temps plein

Made by Gather - the company behind America’s fastest-growing kitchenware brands.Founded in 2003 by entrepreneur Shae Hong, Made by Gather makes super-premium design and innovation accessible to th... Voir plus

 • Offre sponsorisée

Montreal Financial Analyst - Reporting Focus

RandstadMontreal (administrative region), QC, CA
Temps plein

Become a Financial Analyst focused on Accounting and Reporting in Montreal’s wellness sector.Enjoy a hybrid work model and a generous salary package along with a wide range of benefits.In this pivo... Voir plus

 • Offre sponsorisée

Senior Sage X3 Finance Lead - Remote Canada

ConspicuousMontreal (administrative region), QC, CA
Télétravail
Temps plein

A leading ERP consulting firm is seeking a Senior Sage X3 Consultant (Finance) for remote work in Canada, offering a competitive salary up to $180k CAD plus benefits and bonuses.The successful cand... Voir plus

 • Offre sponsorisée

Advisor, Financial Planning & Analysis

National Film Board of CanadaMontreal
Temps plein

Are you passionate about great storytelling, about exploring the issues that matter, about pushing the boundaries in new audiovisual experiences? So are we.As Canada’s public producer and distribut... Voir plus

 • Offre sponsorisée

Join Sun Life as a Financial Advisor

Sun Life QuébecLaval (administrative region), QC, CA
Temps plein

Take a step towards a meaningful career as a Financial Advisor with Sun Life in Montreal Ouest.Your role will focus on helping clients navigate their financial journeys with expert guidance.As a Fi... Voir plus