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Added 1 hour ago
DS
Manager, Maintenance & Renewal Services
Delta School District 37, British Columbia
Delta, BC
- Full-time
Delta School District is honored to be working and learning on the traditional territory of the Tsawwassen and Musqueam First Nations and all of the hənqəminəm speaking people who have been…
Added 2 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
Our training programs based on learning in action allow you to master your profession. Personalized training content on topics such as financial planning, financial markets and investment…
Added 2 hours ago
NB
Senior Advisor, Digital Assets
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor within the Strategy, Data and Performance team at National Bank means acting as a key contributor to the development and evolution of Digital Assets…
Added 2 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
Our training programs based on learning in action allow you to master your profession. Personalized training content on topics such as financial planning, financial markets and investment…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 3 hours ago
AW
Training and Development Advisor
Agilus Work Solutions
AB · Edmonton, AB
- Contract
Agilus by Synergie is recruiting for a Training and Development Advisor in the Oil and Gas industry in Edmonton, Alberta.
Added 4 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Nicolet, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 5 hours ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Added 9 hours ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
This role will serve as a key advisor to the Senior Director, Campus Engagement acting as their representative when required and acting as Senior Director in the incumbent's absence.
Added 9 hours ago
UO
Accessibility Advisor
University of Victoria
Victoria, BC
- Full-time
The work of this position is designed and guided by theories and knowledge of universally designed instruction, student learning and development, CAS Standards, and reflects developmental…
Added 9 hours ago
D
Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 10 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 11 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 12 hours ago
DC
Senior Environmental Engineer or Geoscientist
Dillon Consulting Limited
London, ON
- Full-time
We’re looking for a technical leader, trusted advisor and problem solver with a safety-first mindset and the desire to build strong teams to lead Ontario-based contaminated sites projects.
Added 12 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 14 hours ago
Account Executive, Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Sudbury, ON · Sault Ste. Marie, ON
Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related…
Added 15 hours ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
Act as a trusted advisor to your clients, leading them through opportunity discovery and managing the day-to-day relationship across the life of an engagement
Added 15 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
Serve as the senior day-to-day advisor to your clients, leading them through opportunity discovery, managing expectations and stakeholders, and ensuring each engagement delivers measurable…
Added 16 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 16 hours ago
UO
Research Assistant, Clinical Neurosciences
University of Calgary
Calgary, AB
- Part-time
Contribute to protocol development by bringing forth feasible ideas for patient recruitment, study design and methodology and patient retention in studies
Added 16 hours ago
NC
Professor, Electrical (26-44)
Northern College of Applied Arts and Technology
Timmins, ON
- Full-time
Reporting to the Dean, Apprenticeship, Trades, Technology and Mining, the Professor, Electrical will be expected to act as an academic advisor to students in the program, participate as a…
Added 16 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
Focus on own development and learning, complete all training as assigned for on-going development.

National Bank of Canada

SENIOR ADVISOR

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 29, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

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!

Apply About employer

More about this job

Responsibilities

Provide expert investment and financial planning guidance to specialists, managers, partners, and colleagues, including support with financial plans and client-related questions. Design continuing education, build employee capabilities in planning tools and client approaches, stay current on industry developments, and contribute to investment initiatives and process improvements.

Requirements

Requires a bachelor’s degree in business administration or finance with six years of relevant experience, or a related master’s degree with four years of relevant experience, plus the Financial Planner designation and membership in the Institut de planification financière. Candidates need financial planning and retirement planning expertise, knowledge of branch operations and client needs, business development and client service experience, and current industry knowledge; training experience and common law knowledge are assets.

Skills

Artificial Intelligence
Cybersecurity
Diversity And Inclusion
Empathy
Initiative
Learning Agility
Resiliency
Teamwork
Financial Planning
Investment Advisory
Training Design
Client Service
Business Development
Communication
Financial Plan Development

Benefits

Health And Wellness Program
Flexible Group Insurance
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

Investment Advisory
Financial Planning
Estate Planning
Financial Planner Designation
Retirement Planning
Financial Plans
Continuing Education
Continuing Education Credits
Training Design
Training Facilitation
Suite Conseils
Conseils Pour La Vie Platform
Branch Network
Business Development
Client Service
Investment Activities
Financial Planning Tools
Common Law
Artificial Intelligence
Cybersecurity
Diversity And Inclusion
Market Trends
Financial Planning Best Practices

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