At a Glance
- Tasks: Coach and guide financial advisors using advanced planning tools to enhance client outcomes.
- Company: Join a dynamic bank that values innovation and collaboration.
- Benefits: Flexible work environment, health programs, and generous pension plans.
- Other info: Embrace continuous learning with personalized training and a supportive team culture.
- Why this job: Make a positive impact on people's lives through financial planning excellence.
- Qualifications: Bachelor’s degree in finance and 7-10 years of relevant experience required.
The predicted salary is between 94500 - 115500 $ per year.
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!
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Senior Advisor Financial Planning Support in Montréal employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
