Financial Planner
Banque Nationale
Montreal, QC, CA
14h ago
  • 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)
  • Bilingualism both spoken and written (English and French) depending on the location
  • Increase your chances by standing out with a positive attitude, a results-oriented approach and by being collaborative.

    We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.

    Important information

    Once your application has been reviewed, if you're selected to continue the process, you'll receive an email invitation within 72 hours from to answer a Talent Explorer questionnaire.

    Please check your spam or junk folder.

    You'll have 24 hours to complete the questionnaire (takes 15 minutes). Completing the questionnaire is mandatory if you want to continue with the recruitment process.

    We thank all candidates who show their interest and apply. However, because of the volume of applications we receive, only candidates under consideration will be contacted for a first-round interview.

    Within his function, the candidate will be required to travel to meet clients.

    Please note that the work schedule may vary according to operational needs.

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