Senior Financial Planning Advisor
1 week ago
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, taxation, and estate planning. 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. Team Based at the Moncton (or Halifax) office of NBF, you will collaborate with your colleagues—financial planners, estate planners, and tax specialists—to support IA and clients in the Atlantic 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 Atlantics 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 the Institut (Québécois) de planification financière. Member of Financial Planner Canada. 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. Languages English, French. Seniority Level Mid‑Senior level. Employment Type Full‑time. Industries Banking. Job Function Finance and Sales. Our Culture 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 people’s 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 Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Regular feedback and ongoing communication are encouraged. #J-18808-Ljbffr
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Senior Financial Planning Advisor
1 week ago
City of Moncton, Canada Banque Nationale du Canada Full timeA 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...
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Senior Financial Planning Advisor
7 days ago
Moncton, Canada NBC Full timeAttendance 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...
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Senior Financial Planning Advisor
3 days ago
Moncton, Canada National Bank Full timeA 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...
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Senior Financial Planning Advisor
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Moncton, New Brunswick, Canada National Bank of Canada Full timeA 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...
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SUN LIFE FINANCIAL ADVISOR
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City of Moncton, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Moncton, New Brunswick time type Full time posted on Posted 21 Days Ago job requisition id JR00034411 You 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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City of Moncton, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Moncton, New Brunswick time type Full time posted on Posted 21 Days Ago job requisition id JR00034411You 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
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City of Moncton, Canada National Bank of Canada Full timeA financial institution is seeking a Senior Financial Planning Advisor in Moncton to support clients and investment advisors in financial planning. The role requires 15 years of experience, strong client relationship management skills, and knowledge of financial planning. Responsibilities include conducting client interviews, managing complex financial...
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SUN LIFE FINANCIAL ADVISOR
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Moncton, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Moncton, New Brunswick time type Full time posted on Posted 6 Days Ago job requisition id JR00034411You 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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City of Moncton, Canada Banque Nationale du Canada Full timeA leading financial institution in Moncton is seeking a Senior Financial Planning Advisor to support clients in financial planning needs. Responsibilities include creating tailored financial plans for high-net-worth clients and collaborating with internal teams. The ideal candidate has 15 years of experience and strong knowledge of financial planning...
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Advisor Growth
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City of Moncton, Canada Sun Life Financial Full timeA leading financial services firm in Canada seeks a Business Development Partner to train and support advisors throughout their onboarding process. This role requires a minimum of 2 years of relevant experience and necessary licensure. The successful candidate will guide advisors in meeting financial and strategic goals while ensuring compliance with...
