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EB
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EB
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NB
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the Centre of Expertise. You support advisors in wealth management decisions,
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National Bank of Canada

Expert advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 2026
Experience: at least 10 years of experience in integrated financial planning and
Posting language: English
Posted: Oct 28, 2026

Original job description

A career as a Financial Planning Expert Advisor with the Business Banking and Private Banking 1859 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, your analytical skills, and your ability to develop recommendations for complex financial situations.

Your role

Advise
and guide Business Banking and Private Banking 1859 advisors on complex
financial planning and taxation matters.
Analyze
complex client situations, prepare projections, including retirement
projections, and develop tools that help advisors become more autonomous
and effective.
Prepare
integrated financial plans and present analyses and recommendations to
clients alongside advisors and, when required, their legal and tax
professionals.
Develop
and deliver training for targeted audiences within and outside the Bank,
publish specialized articles and information documents, and act as a
speaker.
Monitor
developments in tax and legal legislation, assess their potential impact
on clients’ personal finances, and develop relevant financial perspectives
following tax changes.
Act
as a resource for journalists in partnership with Public Relations when
required, maintain relationships with internal and external experts, and
consider the Bank’s reputational risks and issues when interacting with
clients.

Your team

Within Business Banking and Private Banking 1859, you are part of a team of nine professionals and report to the Senior Director of the Centre of Expertise. You support advisors in wealth management decisions, particularly by preparing integrated financial plans. Your multidisciplinary expertise allows you to contribute your strengths and talents to the team in support of its business objectives.

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. Resources 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

Hold
a bachelor’s degree in a field related to the area of activity, along with
a master’s degree in taxation, or specialized qualifications in law,
notarial law, actuarial science, or the Chartered Financial Analyst (CFA)
designation.
Hold
the Financial Planner (F.Pl.) designation.
Have
at least 10 years of experience in integrated financial planning and
taxation, with recognized expertise in integrated financial planning.
Demonstrate
strong analytical and recommendation skills when addressing complex
financial issues, including the ability to integrate considerations from
different areas of financial planning.
Be
able to develop relevant financial opinions based on the interpretation of
tax changes.
Be
proficient with Excel and Microsoft Office tools.

Languages: French
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!

Apply About employer

More about this job

Responsibilities

Advise banking advisors on complex financial planning and tax matters, analyze client situations, and prepare integrated financial plans, projections, and recommendations. Develop advisor tools and training, communicate financial and tax insights through publications and presentations, and monitor legislative changes and reputational considerations.

Requirements

Requires a bachelor’s degree in a related field plus a master’s degree in taxation, or specialized qualifications in law, notarial law, actuarial science, or the CFA designation, as well as the Financial Planner designation. Candidates need at least 10 years of integrated financial planning and taxation experience, strong analytical and recommendation skills, the ability to interpret tax changes, and proficiency with Excel and Microsoft Office.

Skills

Integrated Financial Planning
Taxation
Financial Analysis
Financial Projections
Retirement Planning
Recommendation Development
Excel
Microsoft Office
Artificial Intelligence
Cybersecurity
Diversity And Inclusion
Empathy
Initiative
Learning Agility
Resiliency
Teamwork

Benefits

Health And Wellness Program
Flexible Group Insurance
Generous Pension Plan
Employee Share Ownership Plan
Employee And Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Integrated Financial Planning
Taxation
Private Banking
Business Banking
Wealth Management
Financial Planner Designation
Chartered Financial Analyst
Retirement Projections
Financial Projections
Client Financial Analysis
Tax Legislation
Legal Legislation
Financial Recommendations
Excel
Microsoft Office
Advisor Training
Financial Publications
Public Relations
Reputational Risk

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