Senior Financial Planning Strategist

A senior financial planning advisor at National Bank Financial (NBF) supports 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,...

About the roleWe’re looking for a Senior Learning Strategist to join our growing team! As a Senior Learning Strategist, your work will have a big impact on the achievement of our goals. People will count on you to critically analyze training needs to establish the most effective learning strategies for our education programs with measurable performance...

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...

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...

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...

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...

A leading financial institution is looking for a Senior Financial Planning Advisor in Moncton to assist clients with tailored financial plans. The ideal candidate will have extensive experience in financial planning and taxation, possess a university degree in a relevant field, and demonstrate expertise in managing complex situations. You will collaborate...

A leading financial institution is seeking a Senior Financial Planning Advisor to support clients by preparing comprehensive financial plans. Responsibilities include building client relationships, managing complex financial cases, and delivering training to investment advisors. Candidates should have 15 years of relevant experience and a university degree...

A major Canadian bank seeks a Senior Financial Planning Advisor in Moncton. You'll support clients and investment advisors, preparing comprehensive financial plans. The ideal candidate has 15 years of experience, a relevant degree, and excellent relationship-building skills. Benefits include flexible insurance, a generous pension plan, and opportunities for...

Attendance Hybrid Job number 25963 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 11-Jul-2025 Location: Moncton, New Brunswick City Moncton Province/State New Brunswick Area(s) of interest: Wealth management A career as a Senior Financial Planning Advisor at...