Description
A career as a Senior Financial Planner at National Bank Financial (NBF) means playing a key role with high‑net‑worth clients and Investment Advisors within NBF.
Beyond sharing information, you contribute directly to the development of comprehensive, customized and high‑value financial plans designed for complex client situations.
The mission of the team is to deliver leading‑edge expertise and high‑quality services in advanced financial planning, taxation and estate planning.
Your role• Become a trusted financial planning reference within the client advisory team of one of Canada’s leading asset management firms
• Conduct client interviews, build long‑term trusted relationships and develop financial plans tailored to complex needs
• Work closely with multiple internal and external partners in a collaborative, team‑based environment
• Manage multiple complex files with tight deadlines in a fast‑paced, evolving environment
• Design and deliver financial planning training sessions for Investment Advisors
• Identify and develop business opportunities related to the full range of National Bank Financial products and services
• Understand business challenges and actively contribute to practical, actionable solutions
Your teamBased in Moncton or Halifax, you work closely with a multidisciplinary team of financial planners, estate planners and tax specialists.
Together, you support Investment Advisors and clients across the Atlantic region through the seven areas of financial planning expertise.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support, are available to you at all times.
Requirements• Bachelor’s degree in a relevant field (accounting, actuarial science, finance, economics or a related discipline) and five years or more of relevant experience
• FP Canada member (CFP designation)
• Strong mastery of financial planning concepts, including personal and corporate taxation and retirement planning
• Significant experience in an expert advisory role
• Availability to travel to NBF offices across Atlantic Canada
Assets• Advanced training or significant experience in taxation, including the CICA In‑Depth Tax Course
• Knowledge of insurance strategies
• Strong understanding of the wealth management industry
• Holding the designation from the Institut québécois de planification financière (IQPF)
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!
