Expert advisor

Banque Nationale du Canada; Montreal; Sur place; CAD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Résumé du poste

Banque Nationale du Canada in Montreal seeks a Financial Planning Expert Advisor to act as a planner and tax specialist for Private Banking 1859 clients. You will deliver integrated financial plans and provide recommendations alongside advisors and tax professionals.

You will analyze complex client situations, prepare projections (including retirement), and develop tools to help advisors become more autonomous and effective. The role emphasizes training, thought leadership, and collaboration.

Qualifications

• Bachelor's degree in related field; master's in taxation or related area is preferred.
• F.Pl designation is required to practice as a financial planner.
• 10+ years of experience in integrated financial planning and taxation.
• Strong analytical and recommendation skills addressing complex financial issues.
• Proficiency with Excel and Microsoft Office tools for modeling and analysis.

Responsabilités

• Advise and guide advisors on complex financial planning and taxation matters.
• Analyze complex client situations, prepare projections including retirement projections, and develop tools for autonomy.
• Prepare integrated financial plans and present analyses to clients with advisors and tax professionals.
• Develop and deliver training for targeted audiences and publish specialized articles.
• Monitor tax and legal legislation and assess impact on clients’ finances.
• Collaborate with journalists with PR and manage stakeholders and reputational risk.

Connaissances

Artificial Intelligence

Diversity & Inclusion

Teamwork

Cybersecurity

Empathy

Initiative

Learning

Agility

Resiliency

Formation

Bachelor's degree related field

Master's degree in taxation or related law/notarial law/ CFA designation

Financial Planner (F.Pl.) designation

10+ years of experience in integrated financial planning and taxation

Proficiency with Excel and Microsoft Office tools

Chartered Financial Analyst (CFA) designation

Outils

Excel

Microsoft Office

Description du poste

Area(s) of interest: Advisory services, Commercial banking

Location(s): Montreal

A career as a Financial Planning Expert Advisor with the Business Banking and Private Banking 1859 team at National Bank means acting as a financial planner and tax specialist for Private Banking 1859 clients. This role allows you to make a positive impact on our organization through your expertise in integrated financial planning and taxation, your analytical skills, and your ability to develop recommendations for complex financial situations.

Your role

• Advise and guide Business Banking and Private Banking 1859 advisors on complex financial planning and taxation matters.
• Analyze complex client situations, prepare projections, including retirement projections, and develop tools that help advisors become more autonomous and effective.
• Prepare integrated financial plans and present analyses and recommendations to clients alongside advisors and, when required, their legal and tax professionals.
• Develop and deliver training for targeted audiences within and outside the Bank, publish specialized articles and information documents, and act as a speaker.
• Monitor developments in tax and legal legislation, assess their potential impact on clients’ personal finances, and develop relevant financial perspectives following tax changes.
• Act as a resource for journalists in partnership with Public Relations when required, maintain relationships with internal and external experts, and consider the Bank’s reputational risks and issues when interacting with clients.

Your team

Within Business Banking and Private Banking 1859, you are part of a team of nine professionals and report to the Senior Director of the Centre of Expertise. You support advisors in wealth management decisions, particularly by preparing integrated financial plans. Your multidisciplinary expertise allows you to contribute your strengths and talents to the team in support of its business objectives.

National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support, are available to you at all times.

Prerequisites

• Hold a bachelor’s degree in a field related to the area of activity, along with a master’s degree in taxation, or specialized qualifications in law, notarial law, actuarial science, or the Chartered Financial Analyst (CFA) designation.
• Hold the Financial Planner (F.Pl.) designation.
• Have at least 10 years of experience in integrated financial planning and taxation, with recognized expertise in integrated financial planning.
• Demonstrate strong analytical and recommendation skills when addressing complex financial issues, including the ability to integrate considerations from different areas of financial planning.
• Be able to develop relevant financial opinions based on the interpretation of tax changes.
• Be proficient with Excel and Microsoft Office tools.

Languages:

French

Skills

• Artificial Intelligence
• Diversity & Inclusion
• Teamwork
• Cybersecurity
• Empathy
• Initiative
• Learning
• Agility
• Resiliency

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?