Senior Financial Planner

National Bank of Canada; Toronto; Ibrido; CAD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health and wellness program

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

Descrizione del lavoro

National Bank Financial seeks a Senior Financial Planning Advisor on the Advanced Financial Planning team to serve high-net-worth clients and Investment Advisors with tailored financial plans, drawing on expertise in planning, taxation, and estate considerations.

You will interview clients, guide advisors, and build strong relationships while handling multiple complex files in a dynamic environment. A proactive, collaborative approach is essential.

Competenze

• Hold a university degree in finance, accounting, actuarial science, economics, or a related discipline.
• Be a member of Financial Planning Canada.
• Demonstrate in-depth knowledge of financial planning concepts, including personal and corporate taxation and retirement planning.

Mansioni

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

Conoscenze

Financial Planning

Initiative

Teamwork

Wealth Management

Formazione

University degree in finance, accounting, actuarial science, economics

Descrizione del lavoro

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?