Financial Planning Training Advisor

Develop financial planning capabilities through training design, expert guidance, and investment tools at National Bank. This role supports specialists and managers.The Senior Investment and Financial Planning Advisor works within the Investment Advisory and Training team. You will create continuing education programs, answer planning questions, and help employees apply Suite Conseils and the Conseils pour la vie approach. Your expertise supports financial and estate planning priorities across Canada.Key Responsibilities:
Develop employees’ and managers’ financial planning expertiseCreate education programs eligible for continuing education creditsAnswer specialists’ questions across financial planning areasSupport the Conseils pour la vie approach with clientsContribute to initiatives simplifying investment processesRequirements:
Financial Planner designation and Institut de planification financière membershipFinancial planner experience preparing financial and retirement plansBusiness administration or finance degree with relevant experienceKnowledge of branch client needs and business realitiesTraining design or facilitation experience is an assetUse financial planning expertise, training design, and investment tools to strengthen advisory capabilities at National Bank.
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