Elevate financial planning standards as a Senior Financial Planning Advisor in the Support team at National Bank. Your expertise will aid advisors to optimize financial practices and technologies.
In this role, you will be a trusted coach and guide to financial planners, enhancing their effectiveness with specialized tools like Conquest Planning. With over 7 years of experience in financial planning or wealth management, you'll develop and maintain key processes that drive client success. Your collaboration with investment advisors will ensure adherence to industry best practices and compliance guidelines.
Key Responsibilities:
- Coach advisors in using financial planning tools
- Develop and optimize financial planning methodologies
- Collaborate with financial planners on project best practices
- Supervise financial planning compliance activities
- Enhance client-facing guidance materials
Requirements:
- Bachelor's degree in Finance or related field
- 7-10 years in financial planning or wealth management
- Certified Financial Planner (CFP®) designation
- Advanced knowledge of Conquest Planning software
- Strong Microsoft Office proficiency
Make an impact in financial planning by supporting National Bank's advisors through coaching and innovative solutions.
Senior Financial Planning Advisor 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.
