Senior Advisor (Conquest Planning) Financial Planning Support Team

A career as a Senior Financial Planning Advisor in the Financial Planning 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 in financial planning, 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.