Expert advisor

A career as a financial planning expert on the Private Banking 1859 Centre of Expertise team at National Bank means acting as a financial planner and tax specialist for Private Banking 1859 clients. This role allows you to make a positive impact on our organization through your expertise in integrated financial planning and taxation, as well as your ability to analyze complex financial matters.

Your role

• Support
  advisors in Commercial Banking and Private Banking 1859 by analyzing and
  resolving complex financial planning and taxation matters.


• Prepare
  integrated financial plans and develop analyses and tools, including
  retirement projections, to help advisors become more autonomous and
  effective.


• Meet
  with clients alongside advisors, as well as with clients’ legal and tax
  professionals when required, to present analyses and recommendations
  stemming from their financial plans.


• Develop
  and share expertise by creating and delivering training,
  publishing specialized articles and informational materials, and speaking
  at conferences.


• Monitor changes to tax and legal
  legislation, assess their potential impact on clients’ personal finances,
  and provide public commentary on changes resulting from budgets and tax
  measures.


• Collaborate with the Bank’s internal and
  external specialists and, when required, act as a resource for journalists
  in partnership with Public Relations, while remaining mindful of the
  Bank’s reputational risks and issues.

Your team

Within the Private Banking 1859 Centre of Expertise, you are part of a team of nine professionals and report to the Senior Director of the Centre of Expertise. The team supports advisors in wealth management decisions, particularly by preparing integrated financial plans. Your multidisciplinary expertise contributes to achieving the team’s business objectives.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through experience, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, Harvard Learning Centre, as well as coaching and mentoring support, are available to you at all times.

Requirements

• Bachelor’s degree in a field
  related to the sector and a Master’s degree in taxation, or education in a
  specialized field such as law, notarial law or actuarial science, or the
  Chartered Financial Analyst (CFA) designation.


• Certified Financial Planner (CFP)
  designation.


• At least 10 years of experience in
  integrated financial planning and taxation.


• Recognized expertise in integrated
  financial planning and taxation, including analyzing complex financial
  matters and integrating multiple areas of financial planning.


• Ability to interpret tax changes
  and develop relevant financial recommendations.


• Proficiency with Excel and
  Microsoft Office tools.
• Bilingualism is considered an asset.

Languages: French, English
Reason to require this language: you will need to work closely with our colleagues outside Quebec.
Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits
In 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 environment
We’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. We welcome all candidates! What can you bring to our team?

Join us!