Senior Investment and Financial Planning Advisor

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 strong network of contacts within the financial planning industry.
• Experience as a training designer or facilitator and knowledge of common law are considered assets.