A career as a financial planning expert on the Private

Banking 1859 Centre of Expertise team at National Bank means acting as a financial planner and tax specialist for Private Banking 1859 clients. This role allows you to make a positive impact on our organization through your expertise in integrated financial planning and taxation, as well as your ability to analyze complex financial matters.

Your role

- Support advisors in Commercial Banking and Private Banking 1859 by analyzing and resolving complex financial planning and taxation matters.

- Prepare integrated financial plans and develop analyses and tools, including retirement projections, to help advisors become more autonomous and effective.

- Meet with clients alongside advisors, as well as with clients’ legal and tax professionals when required, to present analyses and recommendations stemming from their financial plans.

- Develop and share expertise by creating and delivering training,

publishing specialized articles and informational materials, and speaking at conferences.

- Monitor changes to tax and legal legislation, assess their potential impact on clients’ personal finances,

and provide public commentary on changes resulting from budgets and tax measures.

- Collaborate with the Bank’s internal and external specialists and, when required, act as a resource for journalists in partnership with Public Relations, while remaining mindful of the

Bank’s reputational risks and issues.

Your team

Within the

Private Banking 1859 Centre of Expertise, you are part of a team of nine professionals and report to the Senior Director of the Centre of Expertise. The team supports advisors in wealth management decisions,



particularly by preparing integrated financial plans. Your multidisciplinary expertise contributes to achieving the team’s business objectives.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through experience, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, Harvard Learning Centre, as well as coaching and mentoring support,

are available to you at all times.

Requirements

- Bachelor’s degree in a field related to the sector and a Master’s degree in taxation, or education in a specialized field such as law, notarial law or actuarial science, or the

Chartered Financial Analyst (CFA) designation.

- Certified Financial Planner (CFP)
designation.

- At least 10 years of experience in integrated financial planning and taxation.

- Recognized expertise in integrated financial planning and taxation, including analyzing complex financial matters and integrating multiple areas of financial planning.

- Ability to interpret tax changes and develop relevant financial recommendations.

- Proficiency with Excel and
Microsoft Office tools.
- Bilingualism is considered an asset.

Languages: French, English

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

Required skills:



Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

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 workplace

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!

📌 Expert advisor (Toronto)
🏢 National Bank of Canada
📍 Toronto