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Senior Advisor Expertise Center

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 in the Expertise Center on financial planning and client inquiries.
  • Analysis and Planning: Analyze information and documents received to produce comprehensive financial plans, including identifying missing documents, balance sheets, and estate liquidity.
  • Team Collaboration: Actively participate in sector initiatives and support communications and follow-ups in various applications and files.
  • Tool Support: Assist PB1859 advisors in using internal tools, such as Advice Suite and Tips for Life.
About the Team

You will be part of a dynamic team of 9 colleagues in the Commercial and Private Banking 1859 sector, reporting to the Senior Director of the Expertise Center. Our team is known for its multidisciplinary expertise, and we work in a hybrid environment, with a mix of in-person meetings, remote work, and occasional events outside of regular business hours.

Requirements
  • Education: Bachelor's degree in a field related to the sector of activity.
  • Membership: Member of the IQPF.
  • Experience: 3 or more years of experience in integrated financial planning.
  • Expertise: Recognized expertise in integrated financial planning.
  • Skills: Strong analytical and recommending skills, with the ability to combine the subtleties of different areas of financial planning. Excellent communication and integrity skills.
  • Technical Skills: Ease in using Excel and Microsoft Office suite tools.