National Bank Financial Group Senior Advisor Financial Planning in Canada
Title: Senior Advisor Financial Planning Location: QC
Are you passionate about financial planning?
Are you interested in working in a team with business partners in a wealth management context?
You are a good communicator?
The mission of this business line is to provide high-quality financial planning, estate planning and tax services for clients of National Bank Financial (NBF).
As a financial planning senior advisor to the "mass affluent" clientele of assigned regions of NBF, you will support investment advisors in achieving business development goals.
Prepare financial planning reports on several disciplines (average of 20 hours of work)
Perform integrated financial planning for clients with a complex financial and tax situation
Conduct in-depth and diverse analyzes on specific aspects of financial planning
Provide tax support to the team of financial and estate planning experts
Understand business issues, identify stakeholder needs and propose strategies to support the implementation of activities taking into account the variety of issues
Identify business opportunities
Act as a leader in your field of expertise
Work closely with business partners to achieve business development goals, including Wealth Management Solutions Managers, Regional Directors, etc
Work closely with other experts, including Estate Planners, Tax Advisors, insurance specialists, etc
Establish trusted relationship with clients
Monitor the industry and keep abreast of trends in order to propose the necessary adjustments
Contribute to the improvement of financial planning tools
Contribute to the improvement and evolution of work processes
Financial Planning title / accreditation financial
University degree in a relevant field (law, accounting, actuarial science, finance, economics, etc.)
Master's degree or Diploma in Advanced Tax Studies (M. Fisc, DESS) or have successfully completed the CPA Canada / CICA Indepth Tax Course
10 years of professional experience in the field of financial planning
Knowledge of the field of wealth management, financial products, pension plans and various insurance products
Recognized expertise in terms of integrated financial planning
Strong ability to analyze and recommend in a context of evaluation of complex financial problems (ability to combine the subtleties of different areas of financial planning)
Strong interpersonal, customer service and communication skills
Ability to communicate concepts related to financial planning in a simple, comprehensive and practical way complex
Strong knowledge of IT tools
French and English, spoken and written
We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.