Financial Planner in Training
7 days ago
A career as a National Bank Financial Planner in Training 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
- Being mobile in the greater Quebec City area
Your team
You report to the Associate Vice-President, Investment, and a Financial Planner Director supports you in your new mandate and acts as a coach on a daily basis.
With us, you benefit from the solidity of a large company, a vast territory with great potential and flexible working conditions, while helping to build the lives of local people.
Your training
Your training varies between 3 and 6 months depending on your experience and will be more theoretical in the first weeks and practical in the following weeks. It is based on learning in action
You will collaborate with passionate colleagues of different expertise, experiences and diverse profiles that enrich your development from all points of view of the Financial Planner profession.
A branch and a client portfolio will be assigned to you after the successful completion of your mandate, when a position is available in the Quebec City area.
Prerequisites :
- Bachelor's degree or equivalent recognized by the IQPF
- Diploma from the Institut Québécois de Planification Financière (IQPF) 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
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.
- 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
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
-
Supervisor, Financial Reporting
2 months ago
Montreal, Quebec, G4F, CA Valero Energy Inc. - Montreal Full timeAbout Valero Energy Inc. Valero Energy Inc., with its Canadian head office in Montreal, is a subsidiary of Valero Energy Corporation, a Fortune 500 company. We are the leading distributor of petroleum products in Quebec, the Atlantic provinces and Ontario—and the world’s second-largest producer of renewable diesel fuel and ethanol. We stand out as the...
-
SAP & Finance Systems Business Partner
2 months ago
Montreal, Quebec, G4F, CA BRP Full timeWe are looking for an SAP & Finance Systems Business Partner who will work closely with BRP finance teams around the world and be part of a cross-functional project team that will train you to deliver state-of-the-art business solutions. Embark on a career path that will make you an Expert or Team Lead in financial systems! YOU’LL HAVE THE OPPORTUNITY TO: ...
-
Collection Customer Service Agent
4 months ago
Montreal, Quebec, G4F, CA National Bank Full timeYoutube VideoAs a Collection Agent, you’ll suggest payment agreements to clients to help contribute to their financial health Join our Collection team and make a difference in people’s lives. You’ll have a positive impact on clients with your listening skills and your empathy.Your compensationThe salary starts at $23.50/hour with two salary increases...
-
Senior Analyst Transactional Accounting
1 week ago
Montreal, Quebec, G4F, CA National Bank Full timeAs a Senior Analyst Transactional Accounting in the Accounting, Financial Markets and Treasury team, you will join our team whose mandate consists of checking the end-to-end accuracy of transactional financial information reported on the financial statements. In this role, you can use your accounting mindset, your inquisitive nature and your strong interest...
-
Senior Account Manager, Commercial Banking
3 months ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you. Your complex and varied duties will help you rapidly become the go-to resource person to your clients for their financial projects. Your role:Identify and develop business opportunities in your...
-
Chief, accountant
4 weeks ago
Montreal, Quebec, G4F, CA Valero Energy Inc. - Montreal Full time*The title of the posted position may differ from the one used internally to make things easier for external job searchers who use terms more commonly encountered on the market. About Valero Energy Inc. Valero Energy Inc., with its Canadian head office in Montreal, is a subsidiary of Valero Energy Corporation, a Fortune 500 company. We are the leading...
-
Montreal, Quebec, G4F, CA TD Full timeWork Location:CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Job...
-
Montreal, Quebec, G4F, CA TD Full timeWork Location:CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Job...
-
Account Director, Government and Public Sector
2 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timePursuing a career as an Account Director in Business Services, Government and Public Sector Banking means being responsible for growing the portfolio of government business clients assigned to you. Your varied and complex tasks will quickly make you a privileged guide in all your clients' financial and transactional projects. This position reports to the...
-
Project Leader
2 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Project Leader in the team of Regulatory IT Projects at National Bank is to act as an important player in the transformation of teams, working methods and tools in an IT sector. This job allows you to have a positive impact on our organization, thanks to your agile mentality, your practical skills (hands-on) and a good sense of leadership. Your...
-
Portfolio Manager
2 months ago
Montreal, Quebec, G4F, CA National Bank Full timeA career in the Specialized Groups of the Commercial & Private management sector is an opportunity to work with the best players in the sectors of Technology & Innovation, Health, Agri-food, Creative Industries & Professional Firms in all their financing projects ($1 to +$200M).As a Portfolio Manager, Specialized Groups and in collaboration with your...
-
Senior Legal Advisor
1 month ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Senior Legal Advisor in the Legal Documentation - Financial Markets team at National Bank, is to act as a specialist on the legal aspects related to the various trading activities and operations of the Bank and its subsidiaries. In addition, you will provide professional support and ensure the development of the legal expertise as well as the...
-
Bilingual Contact Centre Representative
3 weeks ago
Montreal, Quebec, G4F, CA TD Full timeWork Location:CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job...
-
Technical Advisor
1 month ago
Montreal, Quebec, G4F, CA National Bank Full timeAs a Technical Advisor in the Financial Markets Business Strategy group at National Bank, your role will be to provide essential support to the sector by participating in the end-to-end process of updating Financial Markets personnel files. When required, you will provide support to the campus recruitment team. You will also help optimize the efficiency of...
-
Manager Financing Solutions, Pharmacy
1 week ago
Montreal, Quebec, G4F, CA National Bank Full timeA career in our specialized team offers you the opportunity to work with healthcare professionals on all their financial projects. As a Manager Financing Solution, you will play a leading role in the strategic support of clients in the fields of pharmacy, medical and dental clinics, as well as other types of healthcare professionals, in collaboration with...
-
Research Manager
3 weeks ago
Montreal, Quebec, G4F, CA Centre de recherche du CHUM - CRCHUM Full timeThe Canadian Hepatitis C Network (CanHepC) is currently seeking a full-time Research Manager for a one year maternity leave replacement. CanHepC is a national hepatitis C virus research and training network funded by the Canadian Institutes of Health Research (CIHR). CanHepC brings together over than 100 members, including researchers and student trainees...
-
Vice-President, Operations
4 weeks ago
Montreal, Quebec, G4F, CA Jump! Recruteurs Full timeGreater Montreal Industrial Domain With a team of qualified and committed professionals of more than 300 people spread over several sites, this company, with an excellent reputation in its field for the quality of its products and its personalized service, positions itself as a leader in its field of activity. Having strong values such as...
-
Analyst
3 weeks ago
Montreal, Quebec, G4F, CA National Bank Full timeA career in Market Events in the Financial Markets Operations sector at National Bank means putting your expertise to work in the evolution and execution of financial markets business strategy and wealth management. It is a job that allows you to live your ambitions in complicity and the power to act. Thanks to your involvement in the various related...
-
Writer
1 month ago
Montreal, Quebec, G4F, CA National Bank Full timeA career as a Writer - to advisors and clients in the advisory community team at National Bank Financial Wealth Management means acting as an expert in simplifying and popularizing content for advisors and clients. It is through your strong synthesis skills and the quality of your writing that you will have a positive impact on the advisor and client...
-
Exclusive Advisor
1 week ago
Montreal, Quebec, G4F, CA National Bank Full timeA career with National Bank as a Senior Investment Advisor will enable you to develop your financial planning skills and advance your career in the investment field. As part of the remote advisory team, you'll have the opportunity to work in both mutual funds and securities to broaden the investment offering available to our customers. Your role...