Senior Financial Advisor at National Bank

Elevate your career in financial planning with National Bank Financial (NBF) as a Senior Financial Planning Advisor. Support clients and colleagues with tailored financial solutions in this fulfilling role.

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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