• Are you knowledgeable in the seven areas of financial planning?
• You enjoy building relationships of trust to help your clients and increase their loyalty?
• You know how to capitalize on business development opportunities?

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 (required) and English (an asset) (spoken and written).

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

• 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)
• Have portfolio management experience with business development objectives

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

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We\'ve rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

We\'re putting people first

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 peoples\' lives.

Our core values of partnership, agility, and empowerment inspire us,  and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?