Senior Financial Planner

A career as a Senior Financial Planning Advisor or Senior Financial Planning Advisoress on the Advanced Financial Planning team at National Bank Financial means acting as a trusted financial planning expert for high-net-worth clients and Investment Advisors. In this role, you will make a meaningful impact by leveraging your expertise in financial planning, taxation, and estate planning to deliver tailored strategies and comprehensive financial plans that help clients achieve their financial goals.

Your role

• 
  
• Conduct
  client interviews to assess financial situations and develop
  comprehensive, personalized financial plans.
• 
  
• Provide
  guidance and expertise to Investment Advisors and clients on financial,
  tax, retirement, and estate planning matters.
• 
  
• Build
  and maintain trusted relationships with internal and external partners
  involved in client engagements.
• 
  
• Manage
  multiple complex files simultaneously while meeting deadlines in a
  fast-paced and evolving environment.
• 
  
• Identify
  business opportunities related to the products and services offered by
  National Bank Financial.
• 
  
• Develop
  practical financial planning strategies and recommendations that address
  clients’ financial and wealth management objectives.
• 
  

Your team

The Advanced Financial Planning team brings together specialists who work in an agile, proactive, and collaborative manner to deliver expertise in financial planning, taxation, and estate planning across Canada.

Within the Wealth Management sector, you will be part of a national team of financial planners, estate planning specialists, and tax experts. You will collaborate closely with Investment Advisors to help high-net-worth clients navigate complex financial decisions. Our team stands out through its depth of expertise, collaborative approach, and commitment to delivering exceptional advisory services.

We strive to provide maximum flexibility to support your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Requirements

• 
  
• Hold
  a university degree in a relevant field such as finance, accounting,
  actuarial science, economics, or a related discipline, along with a
  minimum of 5 years of relevant experience in financial planning.
• 
  
• Be a
  member of Financial Planning Canada.
• 
  
• Demonstrate
  in-depth knowledge of financial planning concepts, including personal and
  corporate taxation and retirement planning.
• 
  
• Have
  experience developing financial strategies and recommendations for
  high-net-worth clients.
• 
  
• Possess
  strong analytical skills and the ability to simplify complex financial
  concepts for a variety of audiences.
• 
  
• Be
  available to work from National Bank Financial offices in the Greater
  Toronto Area.
• 
  

Languages: English
Required skills: Financial Planning, Initiative, Teamwork, Wealth Management

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• 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
  
• Involvement in community initiatives
  
• Telemedicine service
  
• Virtual sleep clinic
  
  

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
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 inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!