Senior Financial Planning Advisor NBF

Elevate your career as a Senior Financial Planning Advisor with National Bank Financial. This full-time, hybrid role allows you to guide high-net-worth clients in financial analysis and planning.

Join National Bank Financial as a Senior Financial Planning Advisor, where you'll leverage 15+ years of relevant experience to provide tailored financial solutions. You will conduct in-depth interviews with clients and establish lasting trust relationships. Your expertise will benefit both clients and investment advisors, while you identify business opportunities and develop practical solutions for financial challenges.

Key Responsibilities:

• Serve as a go-to resource for financial planning needs

• Conduct interviews to create customized financial plans

• Manage complex client cases under tight deadlines

• Prepare and deliver training to investment advisors

• Identify and develop new business opportunities

Requirements:

• 15 years experience in a relevant field

• University degree in finance or similar

• CFP certification required

• In-depth knowledge of taxation and pensions

• Strong relationship-building skills with professionals

Bring your financial planning expertise to National Bank Financial and help clients achieve their financial goals.
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