SENIOR ADVISOR
Role Overview
The Senior Investment and Financial Planning Advisor is a subject-matter expert on the Investment Advisory and Training team.
The advisor connects frontline needs with corporate investment and financial-planning initiatives and supports specialist capability development.
Key Skills for This Role
Full Job Posting
Role overview
The Senior Investment and Financial Planning Advisor is a subject-matter expert on the Investment Advisory and Training team.
The advisor connects frontline needs with corporate investment and financial-planning initiatives and supports specialist capability development.
Responsibilities
- Advise specialists, managers, partners, and colleagues on investment and financial planning.
- Support specialists with financial plans and questions across financial-planning areas in Canada.
- Design continuing-education programs eligible for financial-planning credits and develop employee expertise.
- Enable use of investment and financial-planning tools, including Suite Conseils and Conseils pour la vie, and the DEEP approach.
- Monitor client needs, market trends, industry developments, and planning best practices.
- Contribute to investment-priority projects and simplify processes associated with investment activities and the seven planning areas.
Prerequisites
- Bachelor’s degree in business administration or finance and six years of relevant experience, or a related master’s degree and four years of relevant experience.
- Financial Planner designation and membership in the Institut de planification financière.
- Financial-planner experience and excellent knowledge of financial and retirement planning tools.
- Knowledge of branch-network operations and client needs, with branch-network business-development and client-service experience.
- Maintain current knowledge of financial-planning practices and a strong industry network.
- English and French are stated as additional required languages.
- Training design or facilitation experience and common-law knowledge are assets.
Work arrangement
- Attendance is described as hybrid.
Team and reporting
The role sits within the Investment Vice-Presidency’s Advisory and Training team and reports to the team’s Senior Director.
Benefits and development
- The posting describes flexible benefits, health and wellness options, insurance, pension, employee share ownership, assistance programs, and preferential banking services.
- Training, language learning, coaching, mentoring, and internal mobility opportunities are described.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at National Bank of Canada
Content Marketing Advisor - Financial Literacy
Montréal, CAN
National Bank seeks a content marketing specialist to turn audience insights and financial topics into effective content experiences, especially for financial literacy on social media. The role leads editorial planning,
Content Marketing Advisor - Newsletter Products
Montréal, CAN
National Bank is seeking a content specialist to shape editorial strategy and manage personal and business banking newsletters, while contributing to broader content initiatives. The role calls for a bachelor’s degree, f
Content Marketing Advisor - Newsletter Products
Calgary, CAN
National Bank is seeking a content marketing advisor to lead editorial strategy and manage personal and business banking newsletters, while supporting wider content initiatives. Applicants need a bachelor’s degree, five
Content Marketing Advisor - Financial Literacy
Montréal, CAN
Content Marketing Advisor - Newsletter Products
Montréal, CAN
Content Marketing Advisor - Newsletter Products
Calgary, CAN
Why work at National Bank?
Montréal, CAN
Why work at National Bank?
, CAN
Why work at National Bank?
, CAN
Why work at National Bank?
, CAN