Senior Financial Planning Specialist

1 month ago


Montreal, Quebec, Canada NBC Full time
About the Role

We are seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking 1859 at National Bank. As a Senior Advisor, you will play a key role in supporting our expert advisors with financial planning and coordination, analyzing information and documents to produce comprehensive plans, and actively participating in sector initiatives.

Key Responsibilities:

  • Support expert advisors with financial planning and coordination
  • Analyze information and documents to produce comprehensive plans
  • Participate in sector initiatives and support communications and follow-ups
  • Assist with the use of internal tools for financial planning

About You:

  • Bachelor's degree related to the sector of activity
  • Membership in the IQPF
  • At least 3 years of experience in integrated financial planning
  • Recognized expertise in integrated financial planning
  • Strong analytical and recommending skills
  • Excellent communication and integrity skills

Your Benefits:

  • Competitive compensation
  • Health and wellness program
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services

About National Bank:

We are a bank that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace and welcome all candidates.



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