A career as a Senior Investment and Financial PlanningAdvisor on the Investment Advisory and Training team at National Bank meansacting as a subject-matter expert who supports investment specialists andmanagers in aligning frontline realities with corporate investment andfinancial planning initiatives. This role allows you to have a positive impacton our organization through your financial planning expertise, your ability todevelop specialists’ capabilities, and your willingness to challenge the statusquo in the investment market.
Your role
Actas a subject-matter expert in investment and financial planning forspecialists, managers, partners and colleagues, providing high-levelexpertise to support their activities.
Supportspecialists on a daily basis in developing financial plans and answeringquestions related to the various areas of financial planning acrossCanada.
Designcontinuing education programs eligible for continuing education credits infinancial planning and contribute to developing the expertise of employeesand managers.
Enableemployees to effectively use investment and financial planning tools,including Suite Conseils and the Conseils pour la vie platform, and applythe Conseils pour la vie (DEEP) approach with clients.
Staycurrent on evolving client needs, market trends, industry developments andfinancial planning best practices.
Supportand actively contribute to initiatives and projects related to Investmentbusiness priorities, including simplifying processes associated withinvestment activities and the seven areas of financial planning.
Your teamWithin the Investment Vice-Presidency, you will bepart of the Advisory and Training team and report to the Senior Director of theteam.



The team is passionate about financial and estate planning and themeaningful impact that quality advice can have on clients’ lives. Itcontributes to the Bank’s ambition of becoming a leader in financial and estateplanning in Canada.
National Bank values continuous development andinternal mobility. Our personalized training programs, based on learningthrough 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’sdegree in business administration or finance and six years of relevantexperience, or a master’s degree related to the field and four years ofrelevant experience.
Holdthe Financial Planner designation and be a member of the Institut deplanification financière.
Experienceas a financial planner, combined with excellent knowledge of financialplanning tools used to prepare financial and retirement plans.
Excellentknowledge of the branch network’s business realities and client needs,combined with experience in business development and client service withinthe branch network.
Staycurrent on developments and best practices in financial planning andmaintain a robust network of contacts within the financial planningindustry.
Experienceas a training designer or facilitator and knowledge of common law areconsidered assets.
Your role




Actas a subject-matter expert in investment and financial planning forspecialists, managers, partners and colleagues, providing high-levelexpertise to support their activities.
Supportspecialists on a daily basis in developing financial plans and answeringquestions related to the various areas of financial planning acrossCanada.
Designcontinuing education programs eligible for continuing education credits infinancial planning and contribute to developing the expertise of employeesand managers.
Enableemployees to effectively use investment and financial planning tools,including Suite Conseils and the Conseils pour la vie platform, and applythe Conseils pour la vie (DEEP) approach with clients.
Staycurrent on evolving client needs, market trends, industry developments andfinancial planning best practices.
Supportand actively contribute to initiatives and projects related to Investmentbusiness priorities, including simplifying processes associated withinvestment activities and the seven areas of financial planning.
Your teamWithin the Investment Vice-Presidency, you will bepart of the Advisory and Training team and report to the Senior Director of theteam. The team is passionate about financial and estate planning and themeaningful impact that quality advice can have on clients’ lives. Itcontributes to the Bank’s ambition of becoming a leader in financial and estateplanning in Canada.
National Bank values continuous development andinternal mobility. Our personalized training programs, based on learningthrough 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

📌 Senior Advisor (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg