Develop financial planning capabilities through training design, expert guidance, and investment tools at National Bank. This role supports specialists and managers.

The Senior Investment and Financial Planning Advisor works within the Investment Advisory and Training team. You will create continuing education programs, answer planning questions, and help employees apply Suite Conseils and the Conseils pour la vie approach. Your expertise supports financial and estate planning priorities across Canada.

Key Responsibilities:

- Develop employees’ and managers’ financial planning expertise
- Create education programs eligible for continuing education credits
- Answer specialists’ questions across financial planning areas
- Support the Conseils pour la vie approach with clients




- Contribute to initiatives simplifying investment processes

Requirements:

- Financial Planner designation and Institut de planification financière membership
- Financial planner experience preparing financial and retirement plans
- Business administration or finance degree with relevant experience
- Knowledge of branch client needs and business realities
- Training design or facilitation experience is an asset

Use financial planning expertise, training design, and investment tools to strengthen advisory capabilities at National Bank.

📌 Financial Planning Training Advisor (Montreal)
🏢 National Bank of Canada
📍 Montreal