Financial Planner

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

A major financial institution in Montreal is seeking a Financial Planner who will advise clients and draft financial plans to help achieve their life goals. This role requires expertise in investment analysis, business development, and compliance management. Candidates should possess a bachelor's degree, an MFR licence, and experience in financial advisory services. You will enjoy comprehensive benefits including a health program, flexible insurance, and opportunities for community engagement. Join us and make a positive impact in people’s lives.

Qualifications

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

Responsibilities

• Identify clients' investment and financing needs to draft personalized financial plans.
• Advise clients based on their needs and market trends.
• Create business development opportunities to increase client volume.
• Ensure compliance with service quality standards and risk management rules.

Skills

Client relationship management

Financial planning

Investment analysis

Business development

Education

Bachelor's degree or equivalent

Diploma from the Institut de Planification Financière (IPF)

MFR licence

Experience in wealth management

Tools

Portfolio management tools

Job description

Acareer 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.

Your job

• Identify clients’ investment and financing needs in order 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
• Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed

Your team

With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on‑the‑job learning to help you master your role.

Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

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.
• Mutual fund representative (MFR) licence
• Experience in portfolio management with business development objectives
• Business development experience in the financial advisory services field

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!

What can you bring to our team? Come live your ambitions with us!

Additional required languages: French