Posted last month
Expert advisor
@ NATIONAL BANK OF CANADA
Toronto, Ontario
Overview
National Bank of Canada is hiring an expert advisor on its Private Banking 1859 Centre of Expertise team to act as a financial planner and tax specialist for private banking clients. The role involves preparing integrated financial plans, analyzing complex tax matters, and presenting recommendations to clients and advisors. The posting states a full-time role with a bilingual asset and a Certified Financial Planner designation required.
Responsibilities:
- Analyser et résoudre des enjeux complexes de planification financière et fiscale
- Préparer des plans financiers intégrés et des projections de retraite
- Rencontrer les clients avec les conseillers pour présenter des recommandations
- Concevoir et diffuser des formations et des articles spécialisés
- Suivre les changements aux lois fiscales et juridiques
Requirements summary:
- Baccalauréat dans un domaine lié au secteur
- Maîtrise en fiscalité ou formation spécialisée (droit, actuariat, CFA)
- Désignation Certified Financial Planner (CFP)
- Au moins 10 ans d'expérience en planification financière intégrée et fiscalité
- Maîtrise d'Excel et des outils Microsoft Office
- Bilinguisme considéré comme un atout
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-10-15
- First seen by our source
- 2026-11-15
- Source record updated
- 2026-11-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Finance & accounting |
| Experience | 10+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French, English |
| Licences & certifications | Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) |
| Education | Bachelor’s degree (required), Master’s degree (preferred) |
| Fields of study | taxation, law, notarial law, actuarial science, finance |
| Perks mentioned | Flexible hours, Retirement plan, Stock or equity, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
NATIONAL BANK OF CANADA
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies. Together we can achieve great things and create a positive impact. Want to learn more about us? For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
- LinkedIn followers
- 293,456
- People associated on LinkedIn
- 18,893
- Reported office locations
- 800 Rue Saint-Jacques, Montreal, Quebec H3C 1A3, CA
- Business categories
- Wealth Management
- Finance
- Digital Marketing
- Banking
- Fraud Detection
- Personal Finance
- Insurance
- FinTech
- Financial Services
- Customer Service
- Other recorded names
- National Bank of Canada
- NATIONAL
- Specialties
- Bancaire
- Investissement
- Courtage
- Assurance
- Technologie de l'information
- Données
- Conformité
- Entreprise
- Hypothèque
- Service client
- Trésorerie
- Gestion privée
- Retraite
- Banking
- Finance
- Trading
- Mastercard
- Investment
- Insurance
- Trust
- Information technology
- Client data
- Compliance
- Commercial banking
- Mortgage
- Retirement
- Private banking
- Customer service
- and Treasury
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Montreal, Quebec |
| Organization type | Public Company |
| Specialties | BancaireInvestissementCourtageAssuranceTechnologie de l'informationDonnéesConformitéEntrepriseHypothèqueService client |
| Open jobs on Jobsy | 549 |
| View page |
A career as a financial planning expert on the Private
Banking 1859 Centre of Expertise team at National Bank means acting as a
financial planner and tax specialist for Private Banking 1859 clients. This
role allows you to make a positive impact on our organization through your
expertise in integrated financial planning and taxation, as well as your
ability to analyze complex financial matters.
Your role
- Support
advisors in Commercial Banking and Private Banking 1859 by analyzing and
resolving complex financial planning and taxation matters. - Prepare
integrated financial plans and develop analyses and tools, including
retirement projections, to help advisors become more autonomous and
effective. - Meet
with clients alongside advisors, as well as with clients’ legal and tax
professionals when required, to present analyses and recommendations
stemming from their financial plans. - Develop
and share expertise by creating and delivering training,
publishing specialized articles and informational materials, and speaking
at conferences. - Monitor changes to tax and legal
legislation, assess their potential impact on clients’ personal finances,
and provide public commentary on changes resulting from budgets and tax
measures. - Collaborate with the Bank’s internal and
external specialists and, when required, act as a resource for journalists
in partnership with Public Relations, while remaining mindful of the
Bank’s reputational risks and issues.
Your team
Within the
Private Banking 1859 Centre of Expertise, you are part of a team of nine
professionals and report to the Senior Director of the Centre of Expertise. The
team supports advisors in wealth management decisions, particularly by
preparing integrated financial plans. Your multidisciplinary expertise
contributes to achieving the team’s business objectives.
The Bank values
continuous development and internal mobility. Our personalized training
programs, based on learning through experience, help you master your role and
develop new areas of expertise. Resources such as the Data Academy, language
training, Harvard Learning Centre, as well as coaching and mentoring support,
are available to you at all times.
Requirements
- Bachelor’s degree in a field
related to the sector and a Master’s degree in taxation, or education in a
specialized field such as law, notarial law or actuarial science, or the
Chartered Financial Analyst (CFA) designation. - Certified Financial Planner (CFP)
designation. - At least 10 years of experience in
integrated financial planning and taxation. - Recognized expertise in integrated
financial planning and taxation, including analyzing complex financial
matters and integrating multiple areas of financial planning. - Ability to interpret tax changes
and develop relevant financial recommendations. - Proficiency with Excel and
Microsoft Office tools. - Bilingualism is considered an asset.
Languages: French, English
Reason to require this language: you will need to work closely with our colleagues outside Quebec.
Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, 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 such as:
* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
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