Senior Investment Planning Advisor

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.

• Provide subject-matter expertise in investment and financial planning
• Support specialists developing financial plans across Canada
• Design continuing education programs eligible for credits
• Enable effective use of Suite Conseils and Conseils pour la vie
• Monitor market trends and financial planning best practices

• Bachelor’s degree and six relevant years, or master’s degree and four
• Financial Planner designation and Institut membership
• Financial planning experience and retirement planning tool knowledge
• Branch network business development and client service experience
• French and English language proficiency

Bring financial planning, investment expertise, and specialist development skills to National Bank’s Canadian advisory team.