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SalaryA career as a Chief Advisor in the National Bank Planning and Benefits team at National Bank mainly means supporting the financial security advisors of the National Bank Insurance Firm as a specialist in insurance, financial planning and taxation
Your job
- Contribute to the business development of advisors, by developing their technical, professional and tax skills so that they have a competitive advantage over their network.
- Create, develop and facilitate presentations and training workshops on topics related to tax and estate planning.
- Act as a recognized expert and resource person in complex cases, in the analysis and validation of client needs and make appropriate recommendations (shareholders' agreements, trusts, etc.)
- Accompany advisors (as needed) as a specialist during client meetings as well as with their professional advisors and centres of influence (accountants, lawyers, tax specialists, etc.)
- Increase the visibility and notoriety of the firm by actively participating in the activities offered by the APFF, Canadian Tax Foundation and the Institute of Financial Planning.
- Maintain and develop relationships with external tax and legal advisors to properly direct clients and ensure better coordination with all stakeholders.
- Develop your internal relationships of influence and any other stakeholders that will allow you to keep your network active.
- Actively participate in the development of various professional development seminars or client seminars offered by National Bank.
Your team:
Part of National Bank Insurance business line, you will be reporting to the President of NBPB and will act as an expert for life and health insurance professionals serving high-net-worth or commercial clients.
Basic requirements:
- Bachelor's degree related to the sector of activity and a minimum of 7 years of relevant experience OR Master's degree related to the sector of activity and a minimum of 5 years of relevant experience or any other relevant combination of experience and training
- Master's degree or Graduate Diploma in Taxation or successful completion of the CICA in-depth course.
- Diploma from the Institute of Financial Planning (formerly IQPF)
- Possess a relevant professional designation (CPA, Barreau du Québec, Chambre des notaires) Excellent knowledge of life and health insurance products
- Knowledge of taxation and estate planning
- Strong interpersonal skills and the ability to communicate complex concepts in a simple, comprehensive and practical manner.
- Good organizational skills, ability to work under pressure and ability to work in a team.
- Leadership, autonomy, perseverance,
- Adaptability and creativite
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
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
