A career as a Senior Investment and Financial Planning
Advisor on the Investment Advisory and Training team at National Bank means
acting as a subject-matter expert who supports investment specialists and
managers in aligning frontline realities with corporate investment and
financial planning initiatives. This role allows you to have a positive impact
on our organization through your financial planning expertise, your ability to
develop specialists’ capabilities, and your willingness to challenge the status
quo in the investment market.

Your role

- Act
as a subject-matter expert in investment and financial planning for
specialists, managers, partners and colleagues, providing high-level expertise to support their activities.
- Support
specialists on a daily basis in developing financial plans and answering questions related to the various areas of financial planning across Canada.
- Design
continuing education programs eligible for continuing education credits in financial planning and contribute to developing the expertise of employees and managers.
- Enable
employees to effectively use investment and financial planning tools,
including Suite Conseils and the Conseils pour la vie platform, and apply the Conseils pour la vie (DEEP) approach with clients.
- Stay
current on evolving client needs, market trends, industry developments and financial planning best practices.
- Support
and actively contribute to initiatives and projects related to Investment business priorities, including simplifying processes associated with investment activities and the seven areas of financial planning.

Your team

Within the Investment Vice-Presidency, you will be




part of the Advisory and Training team and report to the Senior Director of the team. The team is passionate about financial and estate planning and the meaningful impact that quality advice can have on clients’ lives. It contributes to the Bank’s ambition of becoming a leader in financial and estate planning in Canada.

National Bank values continuous development and
internal mobility. Our personalized training programs, based on learning
through action, help you master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center,
as well as coaching and mentoring support, are available to you at all times.

Prerequisites

- Bachelor’s
degree in business administration or finance and six years of relevant experience, or a master’s degree related to the field and four years of relevant experience.
- Hold
the Financial Planner designation and be a member of the Institut de planification financière.
- Experience
as a financial planner, combined with excellent knowledge of financial planning tools used to prepare financial and retirement plans.
- Excellent
knowledge of the branch network’s business realities and client needs, combined with experience in business development and client service within the branch network.
- Stay




current on developments and best practices in financial planning and maintain a solid network of contacts within the financial planning industry.
- Experience
as a training designer or facilitator and knowledge of common law are considered assets.

Your role

- Act
as a subject-matter expert in investment and financial planning for specialists, managers, partners and colleagues, providing high-level expertise to support their activities.
- Support
specialists on a daily basis in developing financial plans and answering questions related to the various areas of financial planning across Canada.
- Design
continuing education programs eligible for continuing education credits in financial planning and contribute to developing the expertise of employees and managers.
- Enable
employees to effectively use investment and financial planning tools,
including Suite Conseils and the Conseils pour la vie platform, and apply the Conseils pour la vie (DEEP) approach with clients.
- Stay
current on evolving client needs, market trends, industry developments and financial planning best practices.
- Support
and actively contribute to initiatives and projects related to Investment business priorities, including simplifying processes associated with investment activities and the seven areas of financial planning.

Your team

Within the Investment Vice-Presidency, you will be
part of the Advisory and Training team and report to the Senior Director of the team. The team is passionate about financial and estate planning and the meaningful impact that quality advice can have on clients’ lives. It contributes to the Bank’s ambition of becoming a leader in financ

📌 SENIOR ADVISOR (Montreal)
🏢 National Bank of Canada
📍 Montreal