Expert advisor

Attendance

Hybrid

Job number

35889

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

28-Apr-2026

Area(s) of interest: Advisory services, Commercial banking

Location(s): Toronto

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:

English, French

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency

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!

Why work at National Bank?

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?

Discover our culture

Duration: 1 min 25 sec