Your role
- Act as a subject-matter expert in investment and financial planning for specialists, managers, partners and colleagues, providing high-level expertise to support their activities.
- Support specialists on a daily basis in developing financial plans and answering questions related to the various areas of financial planning across Canada.
- Design continuing education programs eligible for continuing education credits in financial planning and contribute to developing the expertise of employees and managers.
- Enable employees to effectively use investment and financial planning tools, including Suite Conseils and the Conseils pour la vie platform, and apply the Conseils pour la vie (DEEP) approach with clients.
- Stay current on evolving client needs, market trends, industry developments and financial planning best practices.
- Support and actively contribute to initiatives and projects related to Investment business priorities, including simplifying processes associated with investment activities and the seven areas of financial planning.
Your team Within the Investment Vice-Presidency, you will be part of the Advisory and Training team and report to the Senior Director of the team. The team is passionate about financial and estate planning and the meaningful impact that quality advice can have on clients' lives. It contributes to the Bank's ambition of becoming a leader in financial and estate planning in Canada.
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. Tools 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 - Bachelor's degree in business administration or finance and six years of relevant experience, or a master's degree related to the field and four years of relevant experience.
- Hold the Financial Planner designation and be a member of the Institut de planification financière.
- Experience as a financial planner, combined with excellent knowledge of financial planning tools used to prepare financial and retirement plans.
- Excellent knowledge of the branch network's business realities and client needs, combined with experience in business development and client service within the branch network.
- Stay current on developments and best practices in financial planning and maintain a strong network of contacts within the financial planning industry.
- Experience as a training designer or facilitator and knowledge of common law are considered assets.
Languages: English, French
Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.
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Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency
Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
