Senior 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-levelexpertise to support their activities.
• Support
  specialists on a daily basis in developing financial plans and answeringquestions related to the various areas of financial planning acrossCanada.
• Design
  continuing education programs eligible for continuing education credits infinancial planning and contribute to developing the expertise of employeesand managers.
• Enable
  employees to effectively use investment and financial planning tools,
  including Suite Conseils and the Conseils pour la vie platform, and applythe Conseils pour la vie (DEEP) approach with clients.
• Stay
  current on evolving client needs, market trends, industry developments andfinancial planning best practices.
• Support
  and actively contribute to initiatives and projects related to Investmentbusiness priorities, including simplifying processes associated withinvestment activities and the seven areas of financial planning.

Within the Investment Vice-Presidency, you will be
part of the Advisory and Training team and report to the Senior Director of theteam. The team is passionate about financial and estate planning and themeaningful impact that quality advice can have on clients’ lives. Itcontributes to the Bank’s ambition of becoming a leader in financial and estateplanning 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.

• Bachelor’s
  degree in business administration or finance and six years of relevantexperience, or a master’s degree related to the field and four years ofrelevant experience.
• Hold
  the Financial Planner designation and be a member of the Institut deplanification financière.
• Experience
  as a financial planner, combined with excellent knowledge of financialplanning 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 withinthe branch network.
• Stay
  current on developments and best practices in financial planning andmaintain a strong network of contacts within the financial planningindustry.
• Experience
  as a training designer or facilitator and knowledge of common law areconsidered assets.

• Act
  as a subject-matter expert in investment and financial planning forspecialists, managers, partners and colleagues, providing high-levelexpertise to support their activities.
• Support
  specialists on a daily basis in developing financial plans and answeringquestions related to the various areas of financial planning acrossCanada.
• Design
  continuing education programs eligible for continuing education credits infinancial planning and contribute to developing the expertise of employeesand managers.
• Enable
  employees to effectively use investment and financial planning tools,
  including Suite Conseils and the Conseils pour la vie platform, and applythe Conseils pour la vie (DEEP) approach with clients.
• Stay
  current on evolving client needs, market trends, industry developments andfinancial planning best practices.
• Support
  and actively contribute to initiatives and projects related to Investmentbusiness priorities, including simplifying processes associated withinvestment activities and the seven areas of financial planning.

Within the Investment Vice-Presidency, you will be
part of the Advisory and Training team and report to the Senior Director of theteam. The team is passionate about financial and estate planning and themeaningful impact that quality advice can have on clients’ lives. Itcontributes to the Bank’s ambition of becoming a leader in financial and estateplanning in Canada.