Senior Financial Planning Advisor

National Bank; Catalone Gut; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a forward-thinking financial institution as a Senior Financial Planning Advisor, where you'll play a pivotal role in supporting clients and investment advisors. This position offers a unique opportunity to leverage your extensive experience in financial planning and taxation while collaborating with a dedicated team of professionals. You will conduct in-depth client interviews, develop customized financial strategies, and foster strong relationships with stakeholders. Enjoy a dynamic work environment that values collaboration and inclusivity, along with a comprehensive benefits package designed to support your well-being and professional growth.

Benefits

Health and Wellness Programs

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential Banking Services

Community Involvement Opportunities

Virtual Sleep Clinic

Qualifications

• 15 years of relevant experience in financial planning.
• Member of Financial Planner Canada.

Responsibilities

• Conduct client interviews to create tailored financial plans.
• Manage multiple complex cases under tight deadlines.

Skills

Financial Planning

Client Relationship Management

Taxation Knowledge

Consulting Experience

Complex Problem Solving

Education

University Degree in Finance

Master's Degree in Taxation

Job description

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 :

1. Become one of the references in financial planning within the client advisory team of one of the largest asset management firms in Canada!
2. Conduct interviews with clients, establish a trust relationship with them, and create financial plans tailored to the needs of each high-net-worth client
3. Be a team player, maintain relationships with numerous internal and external stakeholders
4. Manage multiple complex cases with tight deadlines in a constantly evolving environment
5. Prepare and deliver training sessions on financial planning to investment advisors
6. Identify and develop business opportunities for all services and products offered by National Bank Financial
7. Understand business issues and participate in the development of practical solutions

Your team

Based at the Moncton (or Halifax) office of NBF, you will collaborate with 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 :

• Member of Financial Planner Canada
• 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 professionals (investment advisors, 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

Your benefits

In addition to competitive compensation, you’ll have access to a wide range of flexible benefits including:

• Health and wellness programs
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement opportunities
• Virtual sleep clinic

Our work environment fosters positive employee experiences through collaboration, feedback, and communication. We prioritize accessibility and inclusivity, welcoming all candidates and accommodating needs during the recruitment process.

Come live your ambitions with us!