Senior Financial Advisor at National Bank
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-06-23
Listing for:
National Bank of Canada
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Analyst, Financial Reporting
Job Description & How to Apply Below
This senior role in the Greater Toronto area emphasizes advanced financial planning, taxation, and estate planning. You will become a vital resource for clients while collaborating with a team of experts across Canada. Build strong relationships and drive business opportunities for high-net-worth clients through customized financial planning.
Key Responsibilities:
• Conduct interviews to establish trust with clients
• Create comprehensive financial plans tailored to client needs
• Manage multiple complex cases under tight deadlines
• Identify and develop business opportunities for services
• Simplify complex financial concepts for client understanding
Requirements:
• 5+ years of relevant financial planning experience
• University degree in finance, economics, or related field
• In-depth knowledge of financial planning and taxation
• Member of Financial Planner Canada
• Strong ability to build professional relationships
Excel in advanced financial planning with NBF, supporting advisors and clients across Canada.
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Position Requirements
10+ Years
work experience
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