Senior Professional Permanent Schedule: Full time A career as a Senior Financial Planning Advisor in the Support team at National Bank means acting as a specialist in coaching, guidance, and professional support for advisors and financial planners to promote excellence in financial planning practices. This role allows you to have a positive impact on our organization through your expertise, your mastery of specialized planning tools such as Conquest Planning, and your experience in wealth management. Support, coach, and guide advisors and financial planners in the effective use of current and future financial planning tools, including Conquest Planning.

Develop, optimize, and maintain financial planning processes, methodologies, and tools to enhance advisor effectiveness and client outcomes. Collaborate with investment advisors and financial planners to promote industry best practices and high professional standards. Participate in financial planning supervision and compliance activities, including reviewing client files and providing recommendations for improvement.

Support the team responsible for the preparation and delivery of retirement planning reports and retirement plans. Review, update, and enhance client-facing and advisor-facing guidance materials, tools, and educational resources.

The Community Advisory

Vice-Presidency consists of specialists who work in an agile, proactive, and cooperative manner to seize opportunities, stay at the cutting edge of technology and continuously improve processes. Within the Financial Planning Support sector,



you are part of a team of professionals and report to the Senior Director, Community Advisory. Our team stands out through its advisory and coaching role for Financial Security National Bank advisors and financial planners, its deep expertise in financial planning, its support for compliance activities, and its commitment to industry best practices.

We aim to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule. The Bank values continuous development and internal mobility.

Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times. Bachelor’s degree in Finance, Financial Planning, Wealth Management, or a related field.

Minimum of 7 to 10 years of relevant experience in financial planning, wealth management, or a closely related advisory environment.

Certified Financial

Planner (CFP®) designation or Financial Planner (Pl. Advanced knowledge of financial planning software, particularly Conquest Planning. Strong proficiency with Microsoft Office applications.



Extensive knowledge of financial planning methodologies, wealth management strategies, and industry best practices.

Languages Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Artificial Intelligence

Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency 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: Employee and family assistance program Preferential banking services Involvement in community initiatives Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.

Why work at National Bank? For an setting that supports your career path 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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📌 Senior Advisor (Conquest Planning) Financial Planning Support Team (Montreal)
🏢 Banque Nationale du Canada
📍 Montreal