Senior Financial Planning Advisor

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a rewarding opportunity to support clients and NBF investment advisors (IA) in their financial planning needs by providing relevant financial information, consulting with clients and preparing comprehensive financial plans.

Our team’s mission is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning.  You will work with a team of estate planners, taxation experts and financial planners located across Canada.

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 offer consulting meetings and/or 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
• 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 financial planning solutions

Your team:

Based in the Greater Toronto area, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support Investment Advisors and clients in financial planning.

Prerequisites:

• 5+ years of relevant experience
• University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)
• Member of Financial Planner Canada
• 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 work in NBF offices in Toronto

Assets:

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

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.    * 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    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!