Financial Planning

4 weeks ago

Montréal QC, Canada Banque Nationale du Canada Full time

Advisory services, Personal banking
Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. You can join a Bank where you will be recognized and where you can make a positive impact
Realize personalized financial planning that will meet the needs and objectives of your clients
Identify clients' investment and financing needs in order to offer them the best financial planning solutions
Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules
With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services
Diploma from the Institut Québécois de Planification Financière (IQPF) is requested or in process of obtaining the certificate in the next 12 months
Languages: Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Accountability Business Development Client-focused Communication Customer Relationship Management Diversity & Inclusion Driving Results Emotional Intelligence Empathy Initiative Insurance Investments KYC Verification Resiliency Retirement Planning
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.


Flexible group insurance
Generous pension plan
Preferential banking services
Opportunities to get involved in community initiatives
Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Why work at National Bank?
This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued.

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