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Senior Financial Planning Advisor
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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
