Expert advisor

A career as a Financial Planning Expert Advisor with the Business Banking and Private Banking 1859 team at National Bank means acting as a financial planner and tax specialist for Private Banking 1859 clients. This role allows you to make a positive impact on our organization through your expertise in integrated financial planning and taxation, your analytical skills, and your ability to develop recommendations for complex financial situations.

Your role

• Advise and guide Business Banking and Private Banking 1859 advisors on complex financial planning and taxation matters.
• Analyze complex client situations, prepare projections, including retirement projections, and develop tools that help advisors become more autonomous and effective.
• Prepare integrated financial plans and present analyses and recommendations to clients alongside advisors and, when required, their legal and tax professionals.
• Develop and deliver training for targeted audiences within and outside the Bank, publish specialized articles and information documents, and act as a speaker.
• Monitor developments in tax and legal legislation, assess their potential impact on clients’ personal finances, and develop relevant financial perspectives following tax changes.
• Act as a resource for journalists in partnership with Public Relations when required, maintain relationships with internal and external experts, and consider the Bank’s reputational risks and issues when interacting with clients.

Your team

Within Business Banking and Private Banking 1859, you are part of a team of nine professionals and report to the Senior Director of the Centre of Expertise. You support advisors in wealth management decisions, particularly by preparing integrated financial plans. Your multidisciplinary expertise allows you to contribute your strengths and talents to the team in support of its business objectives.

National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support, are available to you at all times.

Prerequisites

• Hold a bachelor’s degree in a field related to the area of activity, along with a master’s degree in taxation, or specialized qualifications in law, notarial law, actuarial science, or the Chartered Financial Analyst (CFA) designation.
• Hold the Financial Planner (F.Pl.) designation.
• Have at least 10 years of experience in integrated financial planning and taxation, with recognized expertise in integrated financial planning.
• Demonstrate strong analytical and recommendation skills when addressing complex financial issues, including the ability to integrate considerations from different areas of financial planning.
• Be able to develop relevant financial opinions based on the interpretation of tax changes.
• Be proficient with Excel and Microsoft Office tools.