Senior Financial Planning & Tax Strategist

Banque Nationale du Canada

Montreal

On-site

CAD 90,000 - 130,000

Full time

11 days ago

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

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.

Responsibilities

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.