Expert advisor

National Bank of Canada; Montreal; On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Financial Planning Expert Advisor for the Business Banking and Private Banking 1859 team in Montreal. You will act as a financial planner and tax specialist, guiding advisors, preparing integrated plans, and presenting recommendations to clients with their legal and tax professionals.

You’ll monitor tax and legal changes, develop financial perspectives, and train diverse audiences.

Qualifications

• Hold a bachelor’s degree in a field related to the activity and a master’s degree in taxation, or specialized qualifications in law, notarial law, actuarial science, or 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.
• Demonstrate strong analytical and recommendation skills addressing complex financial issues.
• Be able to develop relevant financial opinions from tax changes interpretation.
• Proficient with Excel and Microsoft Office tools.

Responsibilities

• Advise and guide Business Banking and Private Banking 1859 advisors on complex financial planning and taxation matters.
• Analyze complex client situations, prepare projections (retirement projections included), and develop tools to help advisors be more autonomous.
• Prepare integrated financial plans and present analyses and recommendations to clients with advisors and, if needed, their legal and tax professionals.
• Develop and deliver training for targeted audiences inside and outside the Bank; publish articles and information documents; act as a speaker.
• Monitor tax and legal developments; assess impact on clients’ finances and develop perspectives following changes.
• Collaborate with journalists via Public Relations; maintain relationships with internal and external experts; consider reputational risks.

Skills

Artificial Intelligence

Cybersecurity

Diversity & Inclusion

Empathy

Initiative

Learning Agility

Resiliency

Teamwork

Education

Bachelor’s degree in related field

Master’s degree in taxation

F.Pl. designation

CFA designation

Tools

Excel

Microsoft Office

Job description

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

Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

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
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• 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?

Join us!