Senior Advisor Expertise Center

2 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, communicating with clients, and utilizing our internal tools to provide exceptional service. Our team is multidisciplinary and collaborative, with a hybrid work environment that allows for flexibility and work-life balance. We are committed to inclusivity and accessibility, and our recruitment process is designed to be barrier-free. If you are a skilled financial planner with a passion for people, we encourage you to apply. Our team is looking for a candidate with a strong analytical and recommending skills, as well as excellent communication and integrity. If you have a Bachelor's degree related to the sector of activity, are a member of the IQPF, and have 3 or more years of experience in integrated financial planning, we want to hear from you. Our benefits package includes health and wellness programs, flexible group insurance, a generous pension plan, and opportunities for professional growth and development. We are a bank on a human scale that values courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. If you require accommodation, please let us know during your first conversations with us. We welcome all candidates and are excited to learn more about your skills and experience.



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