Senior Advisor Expertise Center

Montreal

Offre publiée le 2024-07-08

Banque Nationale du Canada

A career as a senior advisor in Private Banking 1859's Expertise Centre team at National Bank means helping to support the PB1859 team and clients.

This job allows you to have a positive impact on our organization, thanks to your communication and analytical skills and your experience in financial planning.

Your job :

  • Support the expert advisors of the expertise center with the coordination of financial planning and questions received
  • Analyze the information and documents received to produce the plan (questions, missing documents, balance sheet, estate balance sheet, estate liquidity, start of indexation
  • Supporting and actively participating in sector initiatives
  • Assist with communications and follow-ups in the various applications and files in progress
  • Support PB1859 advisors with the use of our various internal tools (Advice Suite, Tips for Life, etc.).

Your team :

Within the Commercial and Private Banking 1859 sector, you are part of a team of 9 colleagues and report to the Senior Director of this Expertise center.

Our team stands out for its multidisciplinary knowledge. The way of working is hybrid so you will divide your time between meeting clients in business centers, working from home and sometimes in the office.

Occasionally, you will be required to attend events outside of regular business hours.

Basic requirements :

  • Bachelor's degree related to the sector of activity
  • Be a member of the IQPF
  • Have 3 or more years of experience in the field of integrated financial planning
  • Recognized expertise in integrated financial planning
  • Strong analytical and recommending skills in the context of evaluating financial issues (ability to combine the subtleties of the different areas of financial planning)
  • Communication skills and integrity
  • Ease in using Excel (and Microsoft Office suite tools)

Skills

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Communication Diversity & Inclusion Empathy Financial Planning Initiative Integrity Learning Agility Microsoft Excel Middle Office Resiliency Teamwork

Your benefits

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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.

  • 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
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees' ideas.

Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first :

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We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

7 days ago