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 strong 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 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.

Languages: French, English

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

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

Your benefitsIn 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 environmentWe’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.

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