Senior Financial Planning Advisor (Hybrid)

National Bank; Canada; Remote; CAD 80,000 - 100,000; Full time

Job summary

A major financial services provider is seeking a Senior Financial Planning Advisor responsible for creating tailored financial plans for high-net-worth clients. The ideal candidate will have at least 15 years of experience and a university degree in a relevant field. This role requires strong relationship-building skills and in-depth knowledge of financial planning concepts. The position is based in Canada with a hybrid attendance model and offers a comprehensive benefits package.

Benefits

Health and wellness program

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

Qualifications

• 15 years of relevant experience.
• 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.
• Ability to simplify complex concepts.
• Availability to travel to the greater South Shore NBF offices.

Responsibilities

• Become a reference in financial planning within the client advisory team.
• Conduct interviews with clients and create tailored financial plans.
• Maintain relationships with numerous internal and external stakeholders.
• Prepare and deliver training on financial planning.
• Identify and develop business opportunities.

Skills

Estate Planning

Teamwork

Wealth Management

Initiative

Adaptability

Analytical thinking

Rigor

Collaboration

Customer Centricity

Education

University degree in a relevant field

Job description

Attendance Hybrid Job number 29350 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 06-Nov-2025 Area(s) of interest : Wealth management Location(s) : Brossard, Drummondville, Montreal, Sherbrooke, Victoriaville

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

Your team

Based at the South Shore offices of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the South Shore region in financial planning (7 areas of intervention).

Prerequisites

• 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 the greater South Shore NBF offices

Assets

• Member of the Institut (Québécois) de planification financière
• Experience or master's degree in taxation (or CICA Indepth tax course)
• Knowledge of insurance strategies
• Knowledge of the wealth management field
• Member of Financial Planner Canada

Languages

English, French. Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Estate Planning

Teamwork

Wealth Management

Initiative

Adaptability

Analytical thinking

Rigor

Collaboration

Customer Centricity

Your 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