Senior Financial Planning Advisor

Banque Nationale du Canada; Moncton; On-site; CAD 70,000 - 110,000; Full time

Job summary

Join a dynamic team as a Senior Financial Planning Advisor at a leading financial institution. This role involves supporting clients and investment advisors in their financial planning needs, preparing comprehensive financial plans, and building strong professional relationships. You will collaborate with financial planners and specialists to provide high-quality services in advanced financial planning, taxation, and estate planning. The company values inclusivity and offers a supportive environment for career development, making it an ideal place for motivated professionals looking to make a positive impact.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Qualifications

• 15 years of relevant experience in financial planning.
• Member of Financial Planner Canada.
• In-depth knowledge of financial planning concepts.

Responsibilities

• Conduct interviews with clients and create tailored financial plans.
• Manage multiple complex cases with tight deadlines.
• Prepare and deliver training sessions on financial planning.

Skills

Artificial Intelligence

Diversity & Inclusion

Teamwork

Cybersecurity

Empathy

Initiative

Learning Agility

Resiliency

Education

University degree in a relevant field

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.

Responsibilities:

• 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.

Your team:

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:

• 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 types of professionals (investment advisors, internal and external tax specialists, estate planners, etc.).
• Ability to simplify complex concepts.
• Availability to travel to Atlantics NBF offices.

Assets:

• Experience or master's degree in taxation (or CICA Indepth tax course).
• Knowledge of insurance strategies.
• Knowledge of the wealth management field.

Languages:

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Skills:

Artificial Intelligence, Diversity & Inclusion, Teamwork, Cybersecurity, Empathy, Initiative, Learning Agility, Resiliency.

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:

• Health and wellness program, including many options.
• Employee Share Ownership Plan.
• Employee and Family Assistance Program.
• Preferential banking services.
• Opportunities to get involved in community initiatives.
• 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'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 peoples' 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!

Why work at National Bank?

For an environment that supports your career path:

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment:

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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