At National Bank, we truly value the title of Financial Planner. In fact, we pay for our employees to maintain their title and offer them personalized coaching from our Financial Planner Managers.

Interested in finding out more?

• Develop financial plans that will meet your client's needs and objectives
• Identify clients' investment and financing needs to offer them the best financial planning solutions
• Identify and capitalize on business development opportunities to increase the number of new clients and the volume of existing portfolios
• Stay on top of clients' changing needs to offer them tailored solutions and a red carpet experience
• Make sure that service and operational quality standards are applied and compliance and risk management rules are followed
• The candidate needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

• Hold a Bachelor's degree (or equivalent recognized by the IQPF) as well as relevant experience in financial business development and advisory services
• Hold a Certified financial planner certification (CFP) or be on track to obtain it within the next 12 months
• Hold a Valid licence of Mutual Fund Sales Representative (MFSRs)
• Excellent knowledge of French and English (spoken and written).

Increase your chances by standing out with a positive attitude, a results-oriented approach and by being collaborative.

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviors) of partnership, agility and empowerment count as much as the business objectives