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 (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg