National Bank Senior Financial Advisor

Join National Bank Financial as a Senior Financial Planning Advisor, helping high-net-worth clients achieve their financial goals. Collaborate with investment advisors to deliver comprehensive financial strategies.

As a Senior Financial Planning Advisor, you'll operate from Winnipeg, Saskatoon, Red Deer, Edmonton, or Calgary, leveraging 15 years of experience to build strong relationships. Your work will center on creating tailored financial plans, preparing training sessions, and managing complex cases. You will facilitate trust and collaboration among stakeholders for optimal results.

Key Responsibilities:

• Develop tailored financial plans through client interviews

• Foster trust relationships with high-net-worth clients

• Manage multiple complex cases under tight timelines

• Provide training for investment advisors on financial planning

• Seek and capitalize on new business opportunities

Requirements:

• 15 years of relevant finance experience

• Required CFP certification

• Deep understanding of taxation and pension planning

• Significant experience in a consulting role

• Capability to articulate complex concepts simply

Lead financial planning strategies at National Bank and support clients effectively.
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