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Added 25 mins ago
Payroll Tax Specialist - Canada - On Site
Vensure Employer Solutions
Westmount, QC
Provide the highest level of customer service and support to clients through the assistance and resolution of payroll tax issues, questions or requests.
Added 40 mins ago
SD
Elementary Counsellor
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The Elementary Counsellor will support students in various elementary schools in Williams Lake and area (which could include our rural schools). Schedule to be determined in consultation…
Added 40 mins ago
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Referral Bonus Program – Bring talented friends and colleagues on board!
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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our…
Added 40 mins ago
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Account Development Representative II
Jobgether
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- Full-time
…coordinate prospecting strategies, share account intelligence, and support broader go-to-market…
Added 40 mins ago
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Technical Sales Intern- Mississauga
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Added 40 mins ago
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Certified Education Assistant - Relief Roster
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…with the implementation of an individual or group education program while providing support for the behavioral and emotional needs of the student(s) assigned to them. Also provides input as…
Added 55 mins ago
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Sales Associate
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- Part-time
Support all merchandising and signage standards including planograms and stocking.
Added 1 hour ago
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Banking advisor
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…such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds…
Added 1 hour ago
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Advisor in the Counterparty Documentation Center
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- Full-time
…strengthen client documentation to uphold high AML/KYC standards and support the Bank’s operational…
Added 1 hour ago
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Business Development Manager
National Bank of Canada
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Health and wellness program, including many options
Added 1 hour ago
NB
Director, Portfolio Management
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- Full-time
Management teams to support portfolio growth and sound
Added 1 hour ago
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Wealth Associate
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London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 1 hour ago
NB
Senior Analyst Accountant
National Bank of Canada
Montreal, QC
- Full-time
Support and take charge of certain estate settlement files (end-to-end process for files, i.e., obtaining assets, inventory of assets, taxes at death and distribution)
Added 1 hour ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Financial Planning Advisor in the Support team at
Added 1 hour ago
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Product Director Insurance
National Bank of Canada
Montreal, QC
- Full-time
Define and evolve the strategy for an insurance product portfolio to support growth and value creation.
Added 1 hour ago
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Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
Health and wellness program, including many options
Added 1 hour ago
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Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
support the region's IAs and clients in estate planning.
Added 1 hour ago
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Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
Health and wellness program, including many options
Added 1 hour ago
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Added 1 hour ago
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Pharmacy Assistant, Hourly Part Time Day
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- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
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Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
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Added 1 hour ago
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Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
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- Full-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 1 hour ago
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Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…

National Bank of Canada

Financial Planner Laval

Laval, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 1, 2026
Posting language: English
Posted: Nov 1, 2026

Original 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.

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

Languages: French
Required skills: Client Education, Client Engagement, Client-focused, Communication, Digital literacy, Driving Results, Emotional Intelligence, Finance, Information Analysis, Insurance, Investments, Learning Agility, Legislation, Proposal Generation, Readiness, Resiliency, Retirement Planning, Succession products and services, Taxations, Teamwork, Time Management

Your benefits
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 such as:

* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply About employer

More about this job

Responsibilities

Identify clients’ investment and financing needs, prepare personalized financial plans, and recommend solutions based on their goals and market trends. Develop client relationships and portfolios while meeting service and operational standards and following compliance and risk-management requirements.

Requirements

A bachelor’s degree or equivalent recognized by the Institut de Planification Financière (IPF), an IPF diploma or progress toward obtaining it within 12 months, and a mutual fund representative licence are required. Candidates should have portfolio management experience with business development objectives, experience in financial advisory business development, and French-language proficiency.

Skills

Client Education
Client Engagement
Client Focus
Communication
Digital Literacy
Business Development
Emotional Intelligence
Financial Planning
Information Analysis
Insurance
Investments
Retirement Planning
Taxation
Proposal Generation
Teamwork
Time Management

Benefits

Health And Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee And Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Financial Planner
National Bank
IPF Diploma
Mutual Fund Representative Licence
Portfolio Management
Business Development
Financial Advisory Services
Investment Needs
Financing Needs
Personalized Financial Plans
Client Relationships
Market Trends
Customized Solutions
Compliance
Risk Management
Service Quality
Operational Standards
Retirement Planning
Insurance
Investments
Taxation
Succession Products And Services
French

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