Senior Financial Planning Advisor

17 hours ago

Montreal, Canada National Bank of Canada Full time

Senior Financial Planning Advisor Join to apply for the Senior Financial Planning Advisor role at National Bank of Canada 1 week ago Be among the first 25 applicants A 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. Key Responsibilities Become one of the references in financial planning within the client advisory team of one of the largest asset management firms in Canada Conduct interviews with clients, establish a trust relationship with them, and create financial plans tailored to the needs of each high-net-worth client. Be a team player, maintain relationships with numerous internal and external stakeholders. Manage multiple complex cases with tight deadlines in a constantly evolving environment. Prepare and deliver training sessions on financial planning to investment advisors. Identify and develop business opportunities for all services and products offered by National Bank Financial. Understand business issues and, most importantly, participate in the development of practical solutions. Your team Based 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). Prerequisites 15 years of relevant experience. University 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 plans. Significant experience in a consulting role. Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, estate planners, etc.). Ability to simplify complex concepts. Availability to travel to the greater South Shore NBF offices. Assets Experience or master’s degree in taxation (or CICA Indepth tax course). Knowledge of insurance strategies. Knowledge of the wealth management field. Member of Financial Planner Canada. Additional required languages English, French Your benefits 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. Company culture and values 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 Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Banking #J-18808-Ljbffr

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