Current jobs related to Expertise Center Senior Advisor - Montreal, Quebec - NBC

  • Senior Advisor Expertise Center

    2 months ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Senior Advisor to join our Expertise Center team at National Bank. As a Senior Advisor, you will play a key role in supporting our Private Banking team and clients by providing expert financial planning and analysis.Key ResponsibilitiesSupport the coordination of financial planning and client inquiries with the...

  • Senior Advisor Expertise Center

    2 months ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Senior Advisor to join our Expertise Center team at National Bank. As a Senior Advisor, you will play a key role in supporting our Private Banking team and clients by providing expert financial planning and analysis.Key ResponsibilitiesSupport the coordination of financial planning and client inquiries with the...

  • Senior Advisor Expertise Center

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Join NBC's Expertise Center team as a Senior Advisor and make a positive impact on our organization. As a key member of our Private Banking 1859 team, you will support our expert advisors with financial planning and coordination, analyzing information and documents to produce comprehensive plans. Your role will also involve supporting sector initiatives,...

  • Senior Financial Planning Specialist

    1 month ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Advisor Expertise CenterAt NBC, we're seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking. As a key member of our team, you'll play a vital role in supporting our expert advisors and clients, leveraging your exceptional communication and analytical skills to drive business growth.Key...

  • Senior Financial Planning Specialist

    1 month ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Advisor Expertise CenterAt NBC, we're seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking. As a key member of our team, you'll play a vital role in supporting our expert advisors and clients, leveraging your exceptional communication and analytical skills to drive business growth.Key...

  • Senior Financial Advisor

    3 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Senior Advisor Fund AdministrationAs a senior advisor in the cotation & evaluation team at Banque Nationale du Canada, you will contribute to the realization of key deliverables while working closely with colleagues. With your leadership and experience in derivative securities, you will leverage your finance knowledge to drive success.Key...

  • Senior Compliance Advisor PCMLTF

    3 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Senior Advisor Compliance PCMLTFAs a Senior Advisor, you will play a key role in creating high-quality PCMLTF content for the Annual Regulatory Compliance Training (ARCT). Your expertise in PCMLTF regulatory requirements will be invaluable in supporting various initiatives within the organization.Key Responsibilities:Develop and maintain PCMLTF content for...

  • Senior Compliance Advisor PCMLTF

    3 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Senior Advisor Compliance PCMLTFAs a Senior Advisor, you will play a key role in creating high-quality PCMLTF content for the Annual Regulatory Compliance Training (ARCT). Your expertise in PCMLTF regulatory requirements will be invaluable in supporting various initiatives within the organization.Key Responsibilities:Develop and maintain PCMLTF content for...

  • Senior Cybersecurity Advisor

    2 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Senior Cybersecurity Advisor to join our team at NBC. As a key member of our Security Operational Center, you will play a critical role in protecting our organization from cyber threats.Your primary responsibility will be to work closely with various technical teams to identify, contextualize, and prioritize...

  • Senior Financial Planning Specialist

    1 month ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Advisor Expertise CenterAt National Bank, we're seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking. As a key member of our team, you'll play a vital role in supporting our expert advisors and clients, leveraging your exceptional communication and analytical skills to drive business growth.Key...

  • Senior Financial Planning Specialist

    1 month ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Advisor Expertise CenterAt National Bank, we're seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking. As a key member of our team, you'll play a vital role in supporting our expert advisors and clients, leveraging your exceptional communication and analytical skills to drive business growth.Key...

  • Senior Financial Planning Specialist

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Senior Advisor to join our Expertise Center team at National Bank. As a Senior Advisor, you will play a key role in supporting our team and clients in wealth management. This is an excellent opportunity to leverage your analytical and communication skills to make a positive impact on our organization.Key...

  • Senior Financial Planning Specialist

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Senior Advisor to join our Expertise Center team at National Bank. As a Senior Advisor, you will play a key role in supporting our team and clients in wealth management. This is an excellent opportunity to leverage your analytical and communication skills to make a positive impact on our organization.Key...

  • Senior Tax Advisor

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Senior Tax AdvisorAs a Senior Tax Advisor at National Bank, you will play a key role in supporting clients and Investment Advisors in their tax needs by providing high-quality expertise and services in taxation, retirement, and estate planning.Key Responsibilities:Provide tax support to clients and Investment Advisors, including complex tax...

  • Senior Risk Management Advisor

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Strategy and Risk AdvisorJoin the National Bank of Canada as a Senior Strategy and Risk Advisor and contribute to our transformation by participating in risk management and business continuity initiatives.About the RoleThis role is part of the Integrated Risk Management sector, responsible for creating and maintaining the Bank's financial...

  • Senior Manager CBTA Center of Excellence

    2 weeks ago

    Montreal, Quebec, Canada The International Air Transport Association Full time

    At The International Air Transport Association, we strive to make air travel safer, smarter, more sustainable, and more inclusive. We celebrate diversity and inclusion in our workforce and respect the different backgrounds, perspectives, and skills of our employees. We provide flexible work arrangements, travel benefits, family-friendly policies, equal pay,...

  • Senior Legal Advisor

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Senior Legal AdvisorJoin National Bank as a Senior Legal Advisor and take on a challenging role in our Compliance sector. As a key member of our team, you will be responsible for providing expert interpretations and strategic advice to management on screening activities and regulatory reporting.About the RoleThis is a permanent, full-time position...

  • Senior Legal Advisor

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Senior Legal AdvisorJoin National Bank as a Senior Legal Advisor and take on a challenging role in our Compliance sector. As a key member of our team, you will be responsible for providing expert interpretations and strategic advice to management on screening activities and regulatory reporting.About the RoleThis is a permanent, full-time position...

  • Senior Advisor Regulatory Governance Expert

    2 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Senior Advisor Regulatory Governance ExpertAt National Bank, we are seeking a highly skilled Senior Advisor Regulatory Governance Expert to join our Integrated Risk Management (IRM) team. As a key member of our team, you will play a critical role in supporting the governance of risk management frameworks in alignment with regulatory...

  • Senior Legal Advisor

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Senior Legal AdvisorJoin National Bank as a Senior Legal Advisor and take on a challenging role in our Compliance sector. As a key member of our team, you will be responsible for providing expert interpretations and strategic advice to management on screening activities and regulatory reporting.Your Role:Provide expert interpretations and advice...

Expertise Center Senior Advisor

2 months ago

Montreal, Quebec, Canada NBC Full time
About the Role

We are seeking a highly skilled Senior Advisor to join our Expertise Center team at NBC. As a Senior Advisor, you will play a key role in supporting our team and clients by providing expert guidance and advice on financial planning and wealth management.

Key Responsibilities
  • Financial Planning Support: Provide coordination and support to expert advisors on financial planning and questions received from clients.
  • Analysis and Planning: Analyze information and documents received to produce comprehensive financial plans, including questions, missing documents, balance sheets, and estate liquidity.
  • Team Collaboration: Support and actively participate in sector initiatives, working closely with colleagues to achieve common goals.
  • Communication and Follow-up: Assist with communications and follow-ups in various applications and files in progress.
  • Tool Support: Support PB1859 advisors in using our internal tools, such as Advice Suite and Tips for Life.
About the Team

You will be part of a dynamic team of 9 colleagues, reporting to the Senior Director of the Expertise Center. Our team is known for its multidisciplinary knowledge and collaborative approach. You will work in a hybrid environment, dividing your time between meeting clients in business centers, working from home, and occasionally attending events outside of regular business hours.

Requirements
  • Education: Bachelor's degree related to the sector of activity.
  • Membership: Be a member of the IQPF.
  • Experience: Have 3 or more years of experience in the field of integrated financial planning.
  • Expertise: Recognized expertise in integrated financial planning.
  • Skills: Strong analytical and recommending skills in evaluating financial issues, combined with excellent communication and integrity.
  • Technical Skills: Ease in using Excel and Microsoft Office suite tools.