Senior Financial Planner at National Bank

Elevate your career with National Bank Financial as a Senior Financial Planning Advisor. Provide tailored financial plans to high-net-worth clients while collaborating with investment advisors in a rewarding setting.

In this senior role based in Winnipeg, Saskatoon, Red Deer, Edmonton, or Calgary, you'll become a go-to reference in financial planning. With 15 years of relevant experience, your insights will aid internal teams and clients alike. You'll manage complex cases, build trust with clients, and deliver training sessions on financial strategies.

Key Responsibilities:

• Conduct client interviews to tailor financial plans

• Establish trust relationships with high-net-worth individuals

• Manage multiple intricate financial cases efficiently

• Prepare and conduct training for investment advisors

• Identify and develop new business opportunities

Requirements:

• 15 years of relevant experience in finance or related field

• CFP certification is mandatory

• Strong knowledge of taxation and pension plans

• Proven consulting experience with professionals

• Ability to simplify complex financial concepts

Bring your expertise in financial planning to National Bank and make an impact.
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