Description
Join the dynamic team of planners supporting full-service brokerage at National Bank Financial Wealth Management (NBFWM). National Bank of Canada, the 6th largest in Canada, is expanding rapidly and is looking to increase its team of high-caliber planning professionals.A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100% consulting position, without the management of clients' tax returns! The sector's mission is to offer high-quality expertise and services in the areas of taxation, retirement and estate.
Your job
- Become one of the tax references of the client advisory team of one of the largest asset management firms in Canada!
- Collaborate with your colleagues to provide high-quality tax support to IA and other stakeholders.
- Perform complex tax analyses, guide IA and their clients in resolving their tax issues/issues and refer them to external experts as needed.
- Manage multiple complex files with tight deadlines in an ever-changing environment.
- Draft and update various tax-related documents (e.g., budget summaries) to support colleagues on the advisory team, IA and their clients.
- Be a team player, maintain relationships with many internal stakeholders and collaborate as a consultant.
- When appropriate, participate in meetings with NBF clients and/or the client's external advisors.
- Understand business issues but above all participate in the development of practical and adapted solutions.
- If necessary, provide in-house tax training.
- Ensure the management of corporate risks in the context of files.
Prerequisites
- Master's degree or postgraduate diploma in taxation or have successfully completed the ICCA in-depth course.
- University degree in a relevant field (law, accounting, actuarial science, finance, economics, etc.).
- In-depth knowledge of the many tax rules for individuals, estates, trusts and corporations.
- Approximately 10 years of relevant work experience.
- Strong interpersonal skills and the ability to communicate complex tax concepts in a simple, comprehensive and practical manner.
Assets
- Professional designation (lawyer, notary, CPA, other)
- Knowledge of wealth management, financial products, pensions, retirement and estates
- TEP Title
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!!
