Senior Financial Planning Advisor

National Bank of Canada; Quebec; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in Canada is seeking a Senior Financial Planning Advisor to join the Khalil Advisory Group. The role involves assessing client needs, providing tailored financial solutions, and collaborating with a dynamic team. The ideal candidate will have a strong background in finance and excellent communication skills. This full-time position is based in Quebec City with opportunities for professional growth and a supportive work environment.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Telemedicine service

Virtual sleep clinic

Qualifications

• 5-10 years of relevant experience in financial planning.
• Good knowledge of investment and wealth management.

Responsibilities

• Assess clients' financial planning needs and propose tailored solutions.
• Collaborate with wealth management advisors and internal partners.
• Manage multiple complex cases with tight deadlines.

Skills

Communication

Listening

Results-oriented

Planning

Trust-building

Education

Bachelor's degree in accounting, finance, economics, law, or actuarial science

Financial planner title (Pl. Fin.)

Master's degree or Graduate Diploma in Taxation

Job description

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As a financial planning expert within the Khalil
Advisory Group, you will work closely with other team members by providing
high-level expertise in this field while optimizing business opportunities. We
are looking for a passionate individual in financial planning to join a dynamic
and growing team. If you want to thrive in a collaborative and stimulating
environment, this position is for you.

National Bank Financial - Wealth Management (NBFWM) is
the largest securities broker in Canada. We have nearly 1,000 investment
advisors in over 100 branches, helping more than 400,000 individual clients
manage their assets. Since 1902, we have been building lasting relationships
with Canadian families. From generation to generation, our mission is to
protect our clients' wealth.

• Assessing and identifying clients' financial planning
  needs and proposing tailored solutions.
• Making financial projections to provide personalized
  advice covering the seven key areas of financial planning to help our clients
  achieve their life goals.
• Collaborating with our wealth management advisors,
  internal partners, and client expert stakeholders to offer high-quality
  support.
• Establishing a trust-based relationship with clients
  to ensure their loyalty and initiating proposals that go beyond their needs.
• Answering questions from investment advisors and other
  team members in the field of financial planning and providing training and
  coaching so they can better advise their clients.
• Working closely with other team experts, including
  estate planners, tax specialists, insurance specialists, etc.
• Keeping up with market trends and proposing necessary
  adjustments to the Group's service offering.
• Acting as a leader in your area of expertise and
  maintaining internal and external visibility to build and develop strong
  business relationships.
• Managing multiple complex cases with tight deadlines.
• Identifying and developing business opportunities by
  redirecting clients to our internal partners (individual networks, commercial,
  insurance, etc.).
• Contributing to the improvement of financial planning
  tools and the evolution of work processes.

Your team:

You will be part of a team of just over 40 people
working in wealth management. The Khalil Advisory Group, affiliated with
National Bank Financial, manages nearly 4 billion in assets and serves a
diverse clientele (professionals, specialists, entrepreneurs, etc.).

This is a permanent full-time position, with a minimum
of three days per week in person. We have business locations in Quebec City,
Rivière-du-Loup, and Rimouski. You will ideally be based at our Quebec City
office and may occasionally be required to travel to other cities.

Prerequisites:

• Completed bachelor's degree in accounting, finance,
  economics, law, or actuarial science and five to ten years of relevant
  experience
• Obtained financial planner title (Pl. Fin.)
• Master's
  degree or Graduate Diploma in Taxation (M. Fisc, DESS) or completion of CPA
  Canada's "In-Depth Tax Course" is an asset
• Good knowledge of the investment and wealth management
  field
• Ability to communicate complex financial planning
  concepts simply, comprehensively, and practically
• Listening skills necessary to understand clients'
  sensitive issues
• Results-oriented and planning skills
• Ability to quickly generate interest and trust
• Developed sense of client relationships (internal and
  external)

As a financial planning expert within the Khalil
Advisory Group, you will work closely with other team members by providing
high-level expertise in this field while optimizing business opportunities. We
are looking for a passionate individual in financial planning to join a dynamic
and growing team. If you want to thrive in a collaborative and stimulating
environment, this position is for you.

National Bank Financial - Wealth Management (NBFWM) is
the largest securities broker in Canada. We have nearly 1,000 investment
advisors in over 100 branches, helping more than 400,000 individual clients
manage their assets. Since 1902, we have been building lasting relationships
with Canadian families. From generation to generation, our mission is to
protect our clients' wealth.

Your job:

• Assessing and identifying clients' financial planning
  needs and proposing tailored solutions.
• Making financial projections to provide personalized
  advice covering the seven key areas of financial planning to help our clients
  achieve their life goals.
• Collaborating with our wealth management advisors,
  internal partners, and client expert stakeholders to offer high-quality
  support.
• Establishing a trust-based relationship with clients
  to ensure their loyalty and initiating proposals that go beyond their needs.
• Answering questions from investment advisors and other
  team members in the field of financial planning and providing training and
  coaching so they can better advise their clients.
• Working closely with other team experts, including
  estate planners, tax specialists, insurance specialists, etc.
• Keeping up with market trends and proposing necessary
  adjustments to the Group's service offering.
• Acting as a leader in your area of expertise and
  maintaining internal and external visibility to build and develop strong
  business relationships.
• Managing multiple complex cases with tight deadlines.
• Identifying and developing business opportunities by
  redirecting clients to our internal partners (individual networks, commercial,
  insurance, etc.).
• Contributing to the improvement of financial planning
  tools and the evolution of work processes.

Your team:

You will be part of a team of just over 40 people
working in wealth management. The Khalil Advisory Group, affiliated with
National Bank Financial, manages nearly 4 billion in assets and serves a
diverse clientele (professionals, specialists, entrepreneurs, etc.).

This is a permanent full-time position, with a minimum
of three days per week in person. We have business locations in Quebec City,
Rivière-du-Loup, and Rimouski. You will ideally be based at our Quebec City
office and may occasionally be required to travel to other cities.

Prerequisites:

• Completed bachelor's degree in accounting, finance,
  economics, law, or actuarial science and five to ten years of relevant
  experience
• Obtained financial planner title (Pl. Fin.)
• Master's
  degree or Graduate Diploma in Taxation (M. Fisc, DESS) or completion of CPA
  Canada's "In-Depth Tax Course" is an asset
• Good knowledge of the investment and wealth management
  field
• Varied
  expertise (individual taxation, estate planning, retirement plans), desirable
• Ability to communicate complex financial planning
  concepts simply, comprehensively, and practically
• Listening skills necessary to understand clients'
  sensitive issues
• Results-oriented and planning skills
• Ability to quickly generate interest and trust
• Developed sense of client relationships (internal and
  external)

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.

* 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
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first
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 peoples' lives. 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.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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