Senior Financial Planner - Hybrid Wealth & Estate Strategy

National Bank; Sherbrooke; Hybrid; CAD 100,000 - 140,000; Full time

Job summary

A leading financial institution is seeking a Senior Financial Planning Advisor in Sherbrooke. The role involves creating tailored financial plans for high-net-worth clients, conducting client interviews, and collaborating with a team of specialists. Candidates should have at least 15 years of relevant experience and a degree in finance or a related field. Excellent communication skills in English and French are essential as the advisor will interact with a diverse clientele.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee Family Assistance Program

Preferential banking services

Opportunities in community initiatives

Telemedicine service

Virtual sleep clinic

Qualifications

• 15 years of relevant experience required.
• In-depth knowledge of financial planning concepts needed.
• Ability to build strong professional relationships.

Responsibilities

• Conduct interviews with clients to create tailored financial plans.
• Maintain relationships with internal and external stakeholders.
• Deliver training sessions on financial planning to advisors.

Skills

Estate Planning

Teamwork

Wealth Management

Initiative

Adaptability

Analytical thinking

Rigor

Collaboration

Customer Centricity

Education

University degree in a relevant field

Job description

A leading financial institution is seeking a Senior Financial Planning Advisor in Sherbrooke. The role involves creating tailored financial plans for high-net-worth clients, conducting client interviews, and collaborating with a team of specialists. Candidates should have at least 15 years of relevant experience and a degree in finance or a related field. Excellent communication skills in English and French are essential as the advisor will interact with a diverse clientele.