Location
repentigny, lanaudière, Canada
Posted
July 13, 2026
Job Description
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.
Responsibilities
- Identify clients’ investment and financing needs 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.
- Ensure service and operational quality standards are applied, and compliance and risk management rules are followed.
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. <...