Financial Planning Advisor

Presence: Hybrid

Category: Senior Professional

Contract Type: Permanent A career as a principal financial planning advisor at Financière Banque Nationale (FBN) means supporting FBN's client service and financial advisors in their financial planning needs by providing information and preparing comprehensive financial plans.

The mission of the department is to offer high-quality expertise and services in advanced financial planning, taxation, and succession.

Your Role

• Become a reference in financial planning within the client advisory team of one of Canada's leading asset management firms
• Conduct client interviews, build trust, and create tailored financial plans for high-net-worth clients
• Be a team player, maintaining relationships with numerous internal and external stakeholders
• Manage complex cases with tight deadlines in a constantly evolving environment
• Prepare and deliver financial planning training sessions to financial advisors
• Identify and develop business opportunities for all services and products offered by Financière Banque Nationale
• Understand business challenges and participate in developing practical solutions
• Your Team:

Attached to the Montreal offices, you collaborate with your colleagues (financial planners, successors, and tax specialists) to support FBN's financial advisors and clients in financial planning (7 areas of intervention).

Requirements

• Designation from the Quebec Institute of Financial Planning
• 15 years of relevant experience
• University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)
• In-depth knowledge of financial planning concepts, including personal, corporate taxation, and pension regimes
• Significant experience in an expert advisory role
• Ability to build strong professional relationships with various professionals (financial advisors, internal and external tax specialists, successor planners, etc.)
• Skills to effectively communicate complex concepts
• Availability for travel to FBN offices in the Greater Montreal Area

Assets

• Experience or mastery in taxation (or CICA Indepth tax course)
• Knowledge of insurance strategies
• Knowledge of the wealth management domain
• Membership in Financial Planner Canada

Your Benefits: In addition to competitive compensation, we offer, upon hiring, a range of flexible benefits to support your well-being and that of your family, including:

• Health and well-being program with numerous options
• Flexible collective insurance
• Generous retirement plan
• Share acquisition plan
• Employee and family assistance program
• Preferred banking services
• Community involvement
• Telemedicine service
• Virtual sleep improvement clinic

We offer an evolving offer tailored to trends, your needs, and those of your loved ones.

Our dynamic work environments and modern collaboration tools create a pleasant employee experience. We value the ideas of our staff members. Whether through our surveys or programs, continuous dialogue and feedback are encouraged.

The Boldness to Act in a Human Environment: We are a human-sized bank that stands out for its boldness, entrepreneurial culture, and passion for people. We exist to have a positive impact on people's lives. Our core values of collaboration, agility, and power to act inspire us. Inclusion is at the heart of our commitments. We aim, as much as possible, to provide an obstacle-free and accessible work environment for all employees.

We aim to provide, within our means, accessibility measures during the recruitment process. If you need accommodations, please let us know during your initial interactions with us. We welcome candidates from all backgrounds and would like to know what you can bring to our team.

Join us!

Other required languages: English, French

Skills: Adaptability, Cybersecurity, Diversity and Inclusion, Empathy, Initiative, Artificial Intelligence, Resilience, Teamwork