Senior Investment Planning Advisor
National Bank of Canada
Financial planning expertise and investment guidance define this Senior Advisor role at National Bank’s Advisory and Training team. Support specialists across Canada.As a Senior Investment and Financial Planning Advisor, you will advise specialists, managers, partners, and colleagues. You will develop financial plans, strengthen employee capabilities, and support corporate investment initiatives. The position focuses on financial planning, investment tools, continuing education, and client needs.Key Responsibilities:
Provide subject-matter expertise in investment and financial planningSupport specialists developing financial plans across CanadaDesign continuing education programs eligible for creditsEnable effective use of Suite Conseils and Conseils pour la vieMonitor market trends and financial planning best practicesRequirements:
Bachelor’s degree and six relevant years, or master’s degree and fourFinancial Planner designation and Institut membershipFinancial planning experience and retirement planning tool knowledgeBranch network business development and client service experienceFrench and English language proficiencyBring financial planning, investment expertise, and specialist development skills to National Bank’s Canadian advisory team.
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Provide subject-matter expertise in investment and financial planningSupport specialists developing financial plans across CanadaDesign continuing education programs eligible for creditsEnable effective use of Suite Conseils and Conseils pour la vieMonitor market trends and financial planning best practicesRequirements:
Bachelor’s degree and six relevant years, or master’s degree and fourFinancial Planner designation and Institut membershipFinancial planning experience and retirement planning tool knowledgeBranch network business development and client service experienceFrench and English language proficiencyBring financial planning, investment expertise, and specialist development skills to National Bank’s Canadian advisory team.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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