Financial Planner

Join to apply for the Financial Planner role at National Bank of Canada

A career as a National Bank Financial Planner means you'll be a financial planning expert advising clients and drafting financial plans to meet their life goals. This position allows you to develop your advisory, business relationships, and leadership skills while making a positive impact.

Your job

1. Identify clients’ investment and financing needs to draft personalized financial plans.
2. Advise clients based on their needs and market trends to offer tailored solutions.
3. Create business development opportunities to grow the client base and portfolios.
4. Ensure service and operational standards are met, and compliance and risk management rules are followed.

Your team

Work with a large, established company offering flexible working conditions, training programs, and ongoing learning opportunities. Collaborate with colleagues from diverse backgrounds to enhance your development.

Prerequisites

• Bachelor's degree or equivalent recognized by the IPF.
• Diploma from the Institut de Planification Financière (IPF) or in progress to obtain it within 12 months.
• Mutual fund representative (MFR) license.
• Experience in portfolio management with business development goals.
• Business development experience in financial advisory services.

Your benefits

Competitive compensation plus flexible benefits including health and wellness programs, insurance, pension plan, employee share ownership, assistance programs, banking services, community involvement, telemedicine, and sleep clinics.

Our work environment fosters positive employee experiences, open feedback, and inclusive culture. We are committed to accessibility and welcome all candidates, offering accommodations upon request.

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking

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