Senior Advisor Financial Planning Support

National Bank of Canada; Montreal; Hybride; CAD 95 000 - 135 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

National Bank of Canada is seeking a Senior Financial Planning Advisor to coach and support financial planners in using Conquest Planning and other planning tools. You will develop and refine processes to improve advisor effectiveness and client outcomes.

You will collaborate with investment and planning teams, participate in supervision and compliance activities, and contribute to retirement planning reporting.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Wealth Management, or a related field.
• Minimum of 7 to 10 years of relevant experience in financial planning, wealth management, or a closely related advisory environment.
• Certified Financial Planner (CFP®) designation or Financial Planner (Pl. Fin.) designation.
• Advanced knowledge of financial planning software, particularly Conquest Planning.
• Strong proficiency with Microsoft Office applications.
• Extensive knowledge of financial planning methodologies, wealth management strategies, and industry best practices.

Responsabilités

• Support, coach, and guide advisors and financial planners in the effective use of current and future financial planning tools, including Conquest Planning.
• Develop, optimize, and maintain financial planning processes, methodologies, and tools to enhance advisor effectiveness and client outcomes.
• Collaborate with investment advisors and financial planners to promote industry best practices and high professional standards.
• Participate in financial planning supervision and compliance activities, including reviewing client files and providing recommendations for improvement.
• Support the team responsible for the preparation and delivery of retirement planning reports and retirement plans.
• Review, update, and enhance client-facing and advisor-facing guidance materials, tools, and educational resources.

Connaissances

Artificial Intelligence

Cybersecurity

Diversity & Inclusion

Empathy

Initiative

Learning Agility

Resiliency

Teamwork

Formation

Bachelor’s degree in Finance, Financial Planning, Wealth Management, or a related field

CFP® designation

Financial Planner (Pl. Fin.) designation

Outils

Conquest Planning

Microsoft Office

Description du poste

A career as a Senior Financial Planning Advisor in the Support team at
National Bank means acting as a specialist in coaching, guidance, and
professional support for advisors and financial planners to promote excellence
in financial planning practices.

This role allows you to have a positive impact on our
organization through your expertise, your mastery of
specialized planning tools such as Conquest Planning, and your experience in
wealth management.

Your role

• Support,
  coach, and guide advisors and financial planners in the effective use of
  current and future financial planning tools, including Conquest Planning.
• Develop,
  optimize, and maintain financial planning processes, methodologies, and
  tools to enhance advisor effectiveness and client outcomes.
• Collaborate
  with investment advisors and financial planners to promote industry best
  practices and high professional standards.
• Participate
  in financial planning supervision and compliance activities, including
  reviewing client files and providing recommendations for improvement.
• Support
  the team responsible for the preparation and delivery of retirement
  planning reports and retirement plans.
• Review,
  update, and enhance client-facing and advisor-facing guidance materials,
  tools, and educational resources.

Your team

The Community Advisory Vice-Presidency consists of
specialists who work in an agile, proactive, and collaborative manner to seize
opportunities, stay at the cutting edge of technology and continuously improve
processes.

Within the Financial Planning Support sector, you are
part of a team of professionals and report to the Senior Director, Community
Advisory.

Our team stands out through its advisory and coaching
role for Financial Security National Bank advisors and financial planners, its
deep expertise in financial planning, its support for compliance activities,
and its commitment to industry best practices.

We aim to offer you maximum flexibility to promote
your quality of life. This includes a hybrid work environment and a flexible,
adaptable schedule.

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

Requirements

• Bachelor’s
  degree in Finance, Financial Planning, Wealth Management, or a related
  field.
• Minimum
  of 7 to 10 years of relevant experience in financial planning, wealth
  management, or a closely related advisory environment.
• Certified Financial Planner (CFP®)
  designation or Financial Planner (Pl. Fin.) designation.
• Advanced
  knowledge of financial planning software, particularly Conquest Planning.
• Strong
  proficiency with Microsoft Office applications.
• Extensive
  knowledge of financial planning methodologies, wealth management
  strategies, and industry best practices.

Languages: French, English

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

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!