Expert advisor private Wealth Management 1859

Attendance

Hybrid

Job Number

18107

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

19-Sep-2023

Location: Montreal, Quebec

City

Montreal

Province/State

Quebec

Area of Interest: Wealth management

As an expert advisor in the Private Banking 1859 team at National Bank, you’ll use your expertise to support the team, clients and the business line. In this role, you can have a positive impact on our organization with your communication, analysis and financial recommendation skills.

Your role:

Support and guide advisors in the business line with wealth management decisions and for any complex questions, in particular by carrying out integrated financial planning
Analyze different situations in collaboration with stakeholders and develop tools to aid with their performance
Meet with clients, their legal professionals and tax experts, as required, and advisors to present analyses and integrated financial planning for their files.
Devise and conduct training activities with targeted organizations inside and outside the Bank
Act as a resource person for journalists in partnership with Public Affairs, when required
Publish articles or specialized information documents and host conferences
Closely follow any news on developments of various tax laws and other legislation and assess the impacts on clients’ personal finances
Be conscious of reputational issues and risks for the Bank in your dealings with clients
Maintain relationships with the Bank’s internal and external specialists
Participate in and publicly comment on changes announced following budgets and tax changes

Your team:

In the Commercial Banking and Private Banking 1859 sector, you’ll be part of a team of 9 colleagues and will report to the Senior Manager of this centre of expertise. Our team stands out for its multidisciplinary knowledge. We work in hybrid mode, so you will share your time among client meetings in business centres, working from home and sometimes in the office. You’ll occasionally be asked to participate in events outside of normal business hours.

Prerequisites

Bachelor’s degree in a related field, and master’s degree in taxation (or specialized field such as accounting, law, notarial law, actuarial science)
IQPF membership
Have experience in the field of integrated financial planning
Recognized expertise in integrated financial planning
Strong analytical skills and ability to combine the subtleties of different financial planning disciplines to make recommendations on complex financial issues
Ability to form relevant financial opinions further to interpreting various fiscal changes
Comfortable using Excel

Skills

Communication Financial Planning Influence others Initiative Learning Agility Microsoft Excel Teamwork

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.

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
Initiatives promoting community involvement
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:

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 accommodations, feel free to let us know during your first conversations with us.

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

Ready to live your ambitions?

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?