Financial planning expertise and investment guidance define this Senior Advisor role at National Bank’s Advisory and Training team. Support specialists across Canada.
As a Senior Investment and Financial Planning Advisor, you will advise specialists, managers, partners, and colleagues. You will develop financial plans, strengthen employee capabilities, and support corporate investment initiatives. The position focuses on financial planning, investment tools, continuing education, and client needs.
Key Responsibilities: Provide subject-matter expertise in investment and financial planning
Support specialists developing financial plans across Canada
Design continuing education programs eligible for credits
Enable effective use of Suite Conseils and Conseils pour la vie




Monitor market trends and financial planning best practices
Requirements: Bachelor’s degree and six relevant years, or master’s degree and four
Financial Planner designation and Institut membership
Financial planning experience and retirement planning tool knowledge
Branch network business development and client service experience
French and English language proficiency
Bring financial planning, investment expertise, and specialist development skills to National Bank’s Canadian advisory team.

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📌 Senior Investment Planning Advisor (Quebec City)
🏢 National Bank of Canada
📍 Quebec City