Senior Financial Planning Advisor

National Bank; Catalone Gut; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading Canadian asset management firm is looking for a Senior Financial Planning Advisor to support clients by creating tailored financial plans. The ideal candidate has 15 years of experience, a relevant university degree, and is skilled in building professional relationships. This role offers benefits such as a health and wellness program, flexible insurance, and a generous pension plan.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Employee and Family Assistance Program

Qualifications

• 15 years of relevant experience.
• Significant experience in a consulting role.
• Ability to travel to Atlantic NBF offices.

Responsibilities

• Conduct interviews with clients and establish trust relationships.
• Manage multiple complex cases with tight deadlines.
• Create tailored financial plans for high-net-worth clients.

Skills

Building strong professional relationships

Understanding financial planning concepts

Simplifying complex concepts

Business opportunity identification

Education

University degree in accounting, finance, economics, or related field

Member of the Institut québécois de planification financière

Member of Financial Planner Canada

Job description

Overview

A 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 planning, taxation, and estate planning.

Your job

• 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 and location

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 and qualifications

• 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 Atlantic NBF offices
• Assets: Experience or master's degree in taxation (or CICA In-depth 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

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We’re putting people first. We are 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! What can you bring to our team? Come live your ambitions with us!