Financial Planner Jobs at National Bank of Canada

Company: National Bank of Canada
Job Type: Full-Time, Permanent
Location: Multiple locations across Canada (Montreal, Toronto, Vancouver, Calgary, Quebec City, and more)
Posted: July 4, 2026

Company Overview

National Bank of Canada is the sixth-largest chartered bank in Canada and the leading financial institution in Quebec. Founded in 1859 and headquartered in Montreal, Quebec, National Bank serves over 2.4 million personal clients and more than 400,000 wealth management clients through nearly 100 branches across Canada. With more than 10,000 employees, the bank offers a full range of financial services including personal and commercial banking, wealth management, investment banking, and insurance solutions.

National Bank stands out for its bold approach, entrepreneurial spirit, and passion for people. The bank’s strategy focuses on building long-term client relationships through exceptional service and innovative financial solutions. As an employer, National Bank is committed to creating an inclusive, diverse, and stimulating work environment where employees can reach their full potential. The bank’s entrepreneurial culture encourages team members to apply their ideas and expertise in service of clients.

National Bank offers comprehensive employee benefits that extend far beyond salary, including flexibility in work arrangements, benefits for physical and mental wellbeing, career development opportunities, and a culture that values partnership, empowerment, and agility. The bank has been recognized for its commitment to employee satisfaction, work-life balance, and professional growth.

Job Details

Job Title	Financial Planner
Department	Wealth Management – Financial Planning
Employment Type	Full-Time, Permanent
Experience Level	Mid-Level (2–5 years relevant experience)
Education Required	Post-secondary degree in Finance, Business, or related field preferred
Licensing Required	CIFP or FP Canada certification preferred; CSC and LLQP may be required
Work Model	Hybrid or On-Site (varies by branch location)

Job Description

The Financial Planner at National Bank of Canada is a specialized wealth management role within the bank’s comprehensive financial services division. As a Financial Planner, you will work directly with clients to understand their financial goals, assess their current financial situations, and develop personalized financial plans that encompass investment strategies, retirement planning, tax optimization, estate planning, and risk management.

This position requires a deep understanding of financial markets, investment products, and regulatory frameworks, combined with exceptional interpersonal skills to build trusting, long-term client relationships. You will serve as a trusted advisor who helps clients navigate complex financial decisions with confidence, clarity, and a focus on achieving their life goals.

National Bank’s Wealth Management division offers diverse career opportunities including financial planning, investment advisory services, private banking, account management, portfolio management, estate management, and philanthropy. As a Financial Planner, you will be part of a collaborative team working in synergy with complementary expertise to deliver holistic wealth solutions.

Key Responsibilities

• Comprehensive Financial Planning: Develop and implement personalized financial plans for clients that address their unique goals, risk tolerance, and life circumstances, covering investments, retirement, taxes, and estate planning.
• Client Relationship Management: Build and maintain long-term, trusting relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
• Investment Advisory: Provide expert advice on investment strategies and products, including mutual funds, ETFs, GICs, bonds, and structured products, aligned with client objectives and risk profiles.
• Retirement Planning: Help clients plan for retirement by analyzing income needs, optimizing RRSP and TFSA contributions, and structuring sustainable withdrawal strategies.
• Estate and Tax Planning: Collaborate with tax specialists and estate professionals to develop strategies that minimize tax liabilities and ensure efficient wealth transfer to future generations.
• Needs Assessment: Conduct thorough discovery meetings to understand client financial situations, goals, concerns, and aspirations through active listening and detailed analysis.
• Portfolio Review: Regularly review and rebalance client portfolios to ensure alignment with changing market conditions, life events, and evolving financial objectives.
• Cross-Selling: Identify opportunities to introduce clients to other National Bank products and services, including insurance, mortgages, and private banking solutions.
• Market Awareness: Stay current on economic trends, market developments, regulatory changes, and National Bank product updates to provide informed, timely advice.
• Compliance & Documentation: Ensure all client interactions, recommendations, and transactions comply with regulatory requirements, internal policies, and industry best practices.
• Performance Targets: Meet or exceed individual and team targets for client acquisition, assets under management, and revenue generation.

Qualifications & Skills

Required Qualifications:

• Post-secondary degree in Finance, Business Administration, Economics, or a related field
• 2 to 5 years of experience in financial planning, wealth management, investment advisory, or a related financial services role
• Proven track record of building and maintaining client relationships in a professional services environment
• Strong knowledge of investment products, financial markets, and Canadian tax and estate planning principles
• Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly
• High level of integrity, professionalism, and ethical conduct
• Self-motivated and results-oriented, with a demonstrated ability to meet sales and service targets
• Legal eligibility to work in Canada

Preferred Qualifications:

• Existing book of business or established client network
• Experience working with high-net-worth individuals and families
• Bilingualism (English/French) – essential for Quebec roles and highly valued nationwide
• Experience with CRM systems and financial planning software
• Knowledge of National Bank’s product suite and competitive positioning

Key Skills:

• Financial Acumen: Deep understanding of investment strategies, asset allocation, risk management, and financial planning principles
• Client-Centric Approach: Genuine commitment to understanding and addressing each client’s unique needs and goals
• Sales Excellence: Consultative selling skills focused on building trust and delivering value rather than transactional selling
• Analytical Thinking: Strong ability to analyze financial data, assess risk, and develop data-driven recommendations
• Communication Skills: Exceptional verbal and written communication abilities for client presentations and written financial plans
• Relationship Building: Natural ability to establish rapport, build trust, and maintain long-term professional relationships
• Regulatory Knowledge: Up-to-date understanding of Canadian securities regulations, privacy laws, and industry compliance standards
• Technology Proficiency: Comfort with financial planning software, portfolio management tools, and digital client engagement platforms

Salary & Benefits

Comprehensive Benefits Package:

• Competitive Compensation: Salary plus performance-based incentives and bonus opportunities
• Health & Wellness: Comprehensive medical, dental, and vision coverage; mental health support; employee assistance program
• Retirement Savings: Pension plan and retirement savings programs to support long-term financial security
• Work Flexibility: Hybrid work arrangements, flexible scheduling, and remote work options where role permits
• Career Development: Internal and external training, mentorship programs, tuition reimbursement, and clear advancement pathways
• Physical & Mental Wellbeing: Wellness programs, fitness benefits, and resources to support work-life balance
• Employee Recognition: Formal reward programs and recognition for high performance and client satisfaction
• Inclusive Environment: A stimulating, diverse workplace that celebrates unique characteristics and values every contribution
• Entrepreneurial Culture: Freedom to apply innovative ideas and approaches in service of client needs
• Networking Opportunities: Access to industry events, professional associations, and internal leadership connections

Job Location

National Bank of Canada is hiring Financial Planners in multiple cities and communities across Canada, including:

• Quebec: Montreal, Quebec City, Laval, Brossard, Salaberry-de-Valleyfield, Sherbrooke, Trois-Rivières, Gatineau
• Ontario: Toronto, Ottawa, Mississauga, Brampton, Hamilton, London, Kitchener-Waterloo, Richmond Hill
• British Columbia: Vancouver, Victoria, Burnaby, Surrey, Kelowna
• Alberta: Calgary, Edmonton, Red Deer
• Manitoba: Winnipeg
• Saskatchewan: Regina, Saskatoon
• Atlantic Canada: Halifax, Moncton, Fredericton

Specific branch assignments and work arrangements (on-site, hybrid, or remote) will be discussed during the interview process based on candidate preference, language skills, and business needs.

How to Apply

Ready to help Canadians achieve their financial ambitions? Follow these steps to apply for the Financial Planner role at National Bank of Canada:

1. Visit National Bank Careers: Go to the official National Bank Careers Portal and search for “Financial Planner” or “Wealth Management.”
2. Create Your Profile: Register for an account and complete your candidate profile with your resume, cover letter, and details of your certifications and professional designations.
3. Submit Application: Select your preferred location and submit your application online.
4. Online Assessment: Complete any required assessments, which may include financial knowledge evaluations, situational judgment tests, and personality assessments.
5. Interview Process: If shortlisted, participate in one or more interviews (phone screening, video interview, or in-person meeting with branch or regional leadership).
6. Background Verification: Successful candidates will undergo reference checks, background verification, and credential confirmation.
7. Offer & Onboarding: Receive your offer letter and begin National Bank’s comprehensive onboarding, training, and professional development program.

Accommodation: National Bank is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Apply Now at National Bank Careers

National Bank of Canada is an equal-opportunity employer committed to building an inclusive work environment. We encourage applications from candidates of all backgrounds, including Indigenous peoples, persons with disabilities, visible minorities, women, veterans, newcomers to Canada, and members of the 2SLGBTQ+ community.

Summary

The Financial Planner position at National Bank of Canada represents an exceptional opportunity for financial services professionals seeking to advance their careers in wealth management. With a competitive salary ranging from CAD $56,000 to $85,000 annually (with senior advisors earning up to $143,000), comprehensive benefits, and a culture that prioritizes employee growth and client success, this role is ideal for motivated individuals with the required certifications and a passion for helping clients achieve their life goals.

National Bank distinguishes itself as an employer through its entrepreneurial culture, commitment to diversity and inclusion, and investment in professional development. The bank provides extensive training, mentorship, and flexible work arrangements designed to help Financial Planners thrive from day one. Whether you are an experienced CFP looking to join a leading Canadian bank or a rising professional seeking to leverage your financial planning expertise, National Bank offers the platform, resources, and supportive environment to support your success.

If you hold relevant certifications (CFP, QAFP, CSC), have 2–5 years of financial planning experience, and are eager to grow your career in a culture that values boldness, partnership, and empowerment, apply for the Financial Planner role at National Bank of Canada today.

Frequently Asked Questions (FAQ)

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Disclaimer: Job details, salary ranges, certification requirements, and benefits are based on publicly available information and may be subject to change. Please verify all details directly with National Bank of Canada before applying.
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