Senior Financial Planning Advisor

National Bank of Canada; Montreal; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

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

Job summary

National Bank Financial (NBF) is seeking a Senior Financial Planner to act as a trusted advisor to high-net-worth clients and Investment Advisors. You will develop comprehensive financial plans addressing taxation, retirement, and wealth transfer strategies, while managing multiple complex files in a dynamic environment.

You will collaborate with financial planners, estate planning specialists, and tax advisors across Canada, supporting Investment Advisors and their clients throughout all areas

Qualifications

• Extensive knowledge of financial planning concepts, including taxation, retirement, and wealth transfer strategies.
• Experience advising high-net-worth clients and collaborating with Investment Advisors.
• Ability to work across multiple files and tight deadlines in a fast-paced environment.

Responsibilities

• Conduct client interviews and develop comprehensive financial plans for complex scenarios.
• Support Investment Advisors with advanced financial planning, taxation, and estate planning insights.
• Serve as a subject-matter expert within a top Canadian wealth management firm.

Skills

Financial planning

Tax planning

Estate planning

Client relationship management

Education

IQPF credential

University degree in Finance/Economics

Job description

A career as a Senior Financial Planner within the Financial Planning Team at National Bank Financial (NBF) means acting as a trusted advisor to high-net-worth clients and Investment Advisors by developing comprehensive financial plans tailored to their unique needs. This role allows you to make a meaningful impact on our organization through your deep expertise in financial planning, taxation, retirement, and wealth transfer strategies.

Your role

• Conduct client interviews, build long-term trusted relationships, and prepare comprehensive financial plans for complex situations.
• Support Investment Advisors by providing advanced expertise in financial planning, taxation, and estate planning.
• Serve as a key subject matter expert within one of Canada’s leading wealth management firms.
• Manage multiple complex client files simultaneously while meeting tight deadlines in a fast-paced and evolving environment.
• Develop and deliver financial planning training sessions for Investment Advisors.
• Identify business development opportunities, promote National Bank Financial’s services, and contribute to practical solutions that address client and business needs.

Within the Advanced Financial Planning, Taxation, and Estate Planning sector, you will collaborate closely with financial planners, estate planning specialists, and tax advisors to support Investment Advisors and their clients across all areas of financial planning.

Based in the Greater Montreal area, you will be part of a multidisciplinary team dedicated to serving high-net-worth clients. Our team distinguishes itself through its advanced expertise in financial planning, taxation, and estate strategies, as well as its collaborative approach with numerous internal and external stakeholders. The role requires travel to National Bank Financial offices throughout the Greater Montreal region.

National Bank values continuous learning and internal mobility. Our personalized training programs, built on hands-on learning, help you master your profession and develop new areas of expertise. Resources such as the Data Academy, language training, Harvard Learning Center, as well as coaching and mentoring opportunities, are available to you at all times.

Prerequisites

• University degree in a relevant field such as Accounting, Actuarial Science, Finance, Economics, or a related discipline, along with 15 years of relevant experience.
• Extensive knowledge of financial planning concepts, including personal and corporate taxation, retirement planning, and pension arrangements.
• Significant experience in an advisory or consulting expert role supporting clients or professionals.
• Availability to travel to National Bank Financial offices across the Greater Montreal area.
• Qualification from the Institut québécois de planification financière (IQPF), advanced tax expertise (including the CICA In-Depth Tax Course), or an equivalent combination of experience and credentials.
• Knowledge of insurance strategies, wealth management, and/or membership with FP Canada would be considered strong assets.

A career as a Senior Financial Planner within the Financial Planning Team at National Bank Financial (NBF) means acting as a trusted advisor to high-net-worth clients and Investment Advisors by developing comprehensive financial plans tailored to their unique needs. This role allows you to make a meaningful impact on our organization through your deep expertise in financial planning, taxation, retirement, and wealth transfer strategies.

Your role

• Conduct client interviews, build long-term trusted relationships, and prepare comprehensive financial plans for complex situations.
• Support Investment Advisors by providing advanced expertise in financial planning, taxation, and estate planning.
• Serve as a key subject matter expert within one of Canada’s leading wealth management firms.
• Manage multiple complex client files simultaneously while meeting tight deadlines in a fast-paced and evolving environment.
• Develop and deliver financial planning training sessions for Investment Advisors.
• Identify business development opportunities, promote National Bank Financial’s services, and contribute to practical solutions that address client and business needs.

Your team

Within the Advanced Financial Planning, Taxation, and Estate Planning sector, you will collaborate closely with financial planners, estate planning specialists, and tax advisors to support Investment Advisors and their clients across all areas of financial planning.

Based in the Greater Montreal area, you will be part of a multidisciplinary team dedicated to serving high-net-worth clients. Our team distinguishes itself through its advanced expertise in financial planning, taxation, and estate strategies, as well as its collaborative approach with numerous internal and external stakeholders. The role requires travel to National Bank Financial offices throughout the Greater Montreal region.

National Bank values continuous learning and internal mobility. Our personalized training programs, built on hands-on learning, help you master your profession and develop new areas of expertise. Resources such as the Data Academy, language training, Harvard Learning Center, as well as coaching and mentoring opportunities, are available to you at all times.

Prerequisites

• University degree in a relevant field such as Accounting, Actuarial Science, Finance, Economics, or a related discipline, along with 15 years of relevant experience.
• Extensive knowledge of financial planning concepts, including personal and corporate taxation, retirement planning, and pension arrangements.
• Significant experience in an advisory or consulting expert role supporting clients or professionals.
• Availability to travel to National Bank Financial offices across the Greater Montreal area.
• Qualification from the Institut québécois de planification financière (IQPF), advanced tax expertise (including the CICA In-Depth Tax Course), or an equivalent combination of experience and credentials.
• Knowledge of insurance strategies, wealth management, and/or membership with FP Canada would be considered strong assets.

Languages: French, English. Reason to require this language: you will need to serve clients who speak a language other than French regularly. Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork.

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?

Join us!