Senior Financial Planning Advisor
4 weeks ago
Attendance Hybrid Job number 29350 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 06-Nov-2025 Area(s) of interest : Wealth management Location(s) : Brossard, Drummondville, Montreal, Sherbrooke, VictoriavilleA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans.The mission of the sector is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning.Your jobBecome one of the references in financial planning within the client advisory team of one of the largest asset management firms in CanadaConduct interviews with clients, establish a trust relationship with them, and create financial plans tailored to the needs of each high-net-worth clientBe a team player, maintain relationships with numerous internal and external stakeholdersManage multiple complex cases with tight deadlines in a constantly evolving environmentPrepare and deliver training sessions on financial planning to investment advisorsIdentify and develop business opportunities for all services and products offered by National Bank FinancialUnderstand business issues and, most importantly, participate in the development of practical solutionsYour teamBased at the South Shore offices of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the South Shore region in financial planning (7 areas of intervention).Prerequisites15 years of relevant experienceUniversity degree in a relevant field (accounting, actuarial science, finance, economics, etc.)In-depth knowledge of financial planning concepts, including personal and corporate taxation and pension plansSignificant experience in a consulting roleAbility to build strong professional relationships with various types of professionals (investment advisors internal and external tax specialists, estate planners, etc.)Ability to simplify complex conceptsAvailability to travel to the greater South Shore NBF officesAssetsMember of the Institut (Québécois) de planification financièreExperience or master's degree in taxation (or CICA Indepth tax course)Knowledge of insurance strategiesKnowledge of the wealth management fieldMember of Financial Planner CanadaLanguagesEnglish, French. Reason to require this language: you will need to serve clients who speak a language other than French regularly.SkillsEstate PlanningTeamworkWealth ManagementInitiativeAdaptabilityAnalytical thinkingRigorCollaborationCustomer CentricityYour benefitsHealth and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinic #J-18808-Ljbffr
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Senior Financial Planning Advisor
4 weeks ago
Sherbrooke, Canada National Bank Full timeAttendance Hybrid Job number 29350 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 06-Nov-2025 Area(s) of interest : Wealth management Location(s) : Brossard, Drummondville, Montreal, Sherbrooke, VictoriavilleA career as a Senior Financial Planning Advisor at...
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SUN LIFE FINANCIAL ADVISOR
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Sherbrooke, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Sherbrooke, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00034456You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues...
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SUN LIFE FINANCIAL ADVISOR
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Sherbrooke, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Sherbrooke, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Independent Financial Advisor
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Sherbrooke, Canada Sun Life Financial Full timeAn established industry player is seeking passionate individuals to become financial advisors. This role offers the chance to build meaningful relationships while helping clients achieve financial security. With unlimited earning potential, local support, and a culture that values inclusivity, you can thrive in a purpose-driven career. The opportunity to...
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Independent Financial Advisor
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Sherbrooke, Canada Sun Life Financial Full timeAn established industry player is seeking passionate individuals to become financial advisors. This role offers the chance to build meaningful relationships while helping clients achieve financial security. With unlimited earning potential, local support, and a culture that values inclusivity, you can thrive in a purpose-driven career. The opportunity to...
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SUN LIFE FINANCIAL ADVISOR
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Sherbrooke, Canada Sun Life Québec Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec1 day ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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SUN LIFE FINANCIAL ADVISOR
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Sherbrooke, Canada Sun Life Québec Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec1 day ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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Senior Financial Planner
4 weeks ago
Sherbrooke, Canada National Bank Full timeA leading financial institution is seeking a Senior Financial Planning Advisor in Sherbrooke. The role involves creating tailored financial plans for high-net-worth clients, conducting client interviews, and collaborating with a team of specialists. Candidates should have at least 15 years of relevant experience and a degree in finance or a related field....
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Senior Financial Planner
4 weeks ago
Sherbrooke, Canada National Bank Full timeA leading financial institution is seeking a Senior Financial Planning Advisor in Sherbrooke. The role involves creating tailored financial plans for high-net-worth clients, conducting client interviews, and collaborating with a team of specialists. Candidates should have at least 15 years of relevant experience and a degree in finance or a related field....
