Job Title

A career as a Financial Planning Coordinator in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help the Financial Planning Lead by coordinating all planning tasks, documentation, and client deliverables with accuracy and efficiency. This role ensures that financial planning processes run smoothly, enabling highquality advice, clear client experiences, and increased capacity for the planning team. Discovery Meeting Preparation & Information Gathering Documentation, Filing & Digital Profile Management Client Onboarding & Workflow Execution Cross Functional Support & Collaboration Ensure adherence to compliance and risk management rules Your team: National Bank Financial Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you. Prerequisites: College diploma in a related fieldAt least 3 year of relevant experience in a related field such as banking operations, customer service, or administrationGood knowledge of the Microsoft Office suiteOrganizational and priority management skills Languages: Health and wellness program, including many optionsEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesVirtual sleep clinic In addition to competitive compensation, upon hiring youll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cuttingedge 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 barrierfree 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! 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 onthejob learning and training, codevelopment 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 persons unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team? Sign up to get information on whats new for your career and our events. Complete your profile for a personalized experience and search made easy with job alerts relevant to you. #J-18808-Ljbffr