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.
Languages: French, English
Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than 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!
