Senior Financial Planning Advisor

National Bank; Quebec; On-site; CAD 70,000 - 100,000; Full time

Job summary

Join National Bank as a Financial Planning Expert within the Khalil Advisory Group, where you will assess clients' financial needs, collaborate with experts, and provide tailored solutions. This permanent full-time role emphasizes building trust-based relationships and offers numerous benefits in a dynamic environment.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Qualifications

• Completed bachelor's degree in a related field and 5-10 years relevant experience.
• Financial Planner title (Pl. Fin.) is required.
• Ability to communicate complex financial planning concepts simply.

Responsibilities

• Assess clients' financial planning needs and propose tailored solutions.
• Collaborate with wealth management advisors to offer high-quality support.
• Manage multiple complex cases with tight deadlines.

Skills

Communication

Listening skills

Results-oriented

Client relationship management

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

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
• 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)

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
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• 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!

Create a job alert for this search

Financial Advisor • Quebec City, QC, Canada