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About the Role
As an expert consultant within the Private Management 1859 Expertise Centre team at National Bank, you will act as a financial planner and tax specialist for Private Management 1859 clients. This role allows you to positively impact our organization through your expertise in integrated financial planning and taxation, and your ability to analyze complex financial issues.
Responsibilities
- Support Private Management and Business advisors in analyzing and resolving complex financial planning and taxation issues.
- Perform integrated financial planning and develop analyses and tools, such as retirement projections, to support advisor autonomy and performance.
- Meet with clients alongside advisors, and with their legal and tax professionals when required, to present analyses and recommendations from financial planning.
- Develop and share expertise by writing and delivering training, publishing articles and specialized information documents, and acting as a speaker.
- Monitor changes in tax and legal laws, analyze their potential impact on clients' personal finances, and publicly comment on changes resulting from budgets and tax measures.
- Collaborate with internal and external bank specialists and, when required, act as a contact person for journalists in partnership with public relations, while remaining mindful of the Bank's reputational risks and issues.
Requirements
- Bachelor's degree in a field related to the business sector and a Master's in Taxation, or specialized training in areas such as law, notarial law, actuarial science, or the Chartered Financial Analyst (CFA) designation.
- Hold the Certified Financial Planner (CFP) designation.
- Minimum of ten years of experience in integrated financial planning and taxation.
- Recognized expertise in integrated financial planning and taxation, including the analysis of complex financial issues and the integration of various financial planning domains.
- Ability to interpret tax changes and formulate relevant financial opinions.
- Proficiency with Excel and Microsoft Office suite tools.
- Bilingualism is an asset.
Skills
- Artificial intelligence
- Diversity and inclusion
- Teamwork
- Cybersecurity
- Empathy
- Initiative
- Learning agility
- Resilience
Location
- Toronto
Work Type
- Hybrid
- Permanent
- Full-time
Experience Level
- Senior professional
Education Level
- Bachelor's degree
- Master's degree in Taxation
- CFA designation
- CFP designation
Benefits
- Competitive compensation
- Flexible benefits program
- Flexible group insurance
- Generous pension plan
- Share purchase plan
- Employee and family assistance program
- Preferred banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep improvement clinic
About the Company
- The Bank values continuous development and internal mobility.
- Our personalized training programs, based on learning by doing, allow you to master your profession and develop new areas of expertise.
- Tools such as the Data Academy, language training, Harvard Learning Center, and coaching and mentoring support are available to you at all times.
- We are a human-sized bank that stands out for its boldness, entrepreneurial culture, and passion for people.
- We exist to make a positive impact on people's lives.
- Our core values of camaraderie, agility, and empowerment are our sources of inspiration.
- Inclusion is at the heart of our commitments.
- We aim, as much as possible, to provide a barrier-free work environment accessible to all employees.
- We offer numerous and varied opportunities for advancement and development to support your career path.
- This can include learning by doing and training, co-development or mentoring, professional coaching or mentoring, internal career days, or forums to connect with our leaders.
- We focus on inclusion in an environment where the expression of unique characteristics, visible and invisible, is valued.
- We welcome applications from all backgrounds and would like to know what you can add to our team.
Equal Opportunity
- We wish to provide, to the extent of our means, accessibility measures during the recruitment process. If you need accommodation, do not hesitate to let us know during your first exchanges with us.
- We welcome candidates from all backgrounds and would like to know what you can add to our team.