Financial Planning Consultant

4 weeks ago

Montreal, Quebec, Canada Banque Nationale du Canada Full time

As a Financial Planning Consultant within the Client Engagement division at Banque Nationale du Canada, you will play a pivotal role in enhancing the omnichannel customer interaction experience while implementing personalized marketing technologies that align with our business objectives.

This role involves active collaboration in the development and refinement of business requirements to ensure a seamless omnichannel customer journey.

Your responsibilities will include:

  • Overseeing the creation and delivery of communications, continuously optimizing customer journeys based on performance metrics.
  • Contributing significantly to various business sectors and initiatives (including customer engagement, data analytics, IT, etc.) to provide timely and effective experiences in line with the strategic direction set by senior advisors.
  • Working closely with the Customer Experience, Data, and Customer Strategy teams to analyze data and channels, confirming business opportunities and defining actionable strategies.
  • Designing tests and evaluating performance outcomes to enhance customer journeys and validate engagement impacts.

You will also be responsible for sharing insights, recommendations, highlights, risks, and issues, along with their implications.

Our hands-on training programs are designed to help you excel in your role, offering personalized learning content across various topics to support your ongoing development. Successful candidates will be required to complete a written assessment in French.

Qualifications include:

  • A Bachelor's or Master's degree in marketing or a related field.
  • Two to four years of experience in a comparable role within a large organization.
  • A robust background in relationship marketing, as well as personalized and digital marketing.
  • A comprehensive understanding of banking data, products, processes, project management, and marketing campaigns.
  • Exceptional analytical and problem-solving abilities to assist delivery teams in navigating risks and challenges.
  • Proficiency in tools such as Atlassian, Excel, Adobe Analytics (dashboard), and Salesforce Marketing Cloud.

Key Competencies:
Communication, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resilience, Teamwork.

In addition to competitive compensation, you will have access to a wide array of flexible benefits aimed at promoting your well-being and that of your family, including:

  • Flexible group insurance.
  • A generous pension plan.
  • Opportunities to engage in community initiatives.
  • A virtual sleep clinic.

We encourage regular feedback and open communication through various surveys and programs.

At Banque Nationale du Canada, we pride ourselves on being a human-centered bank that values courage, an entrepreneurial spirit, and a passion for people.

This role offers a rich environment for on-the-job learning and training, collaborative development with colleagues, professional support and mentoring, as well as opportunities for internal career exploration and discussions with leadership.

We are committed to fostering an inclusive environment where each individual's unique qualities are recognized and celebrated.

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