Senior Financial Planning Advisor

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a rewarding opportunity to support clients and NBF investment advisors (IA) in their financial planning needs by providing relevant financial information, consulting with clients and preparing comprehensive financial plans.

Our team’s mission is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning. You will work with a team of estate planners, taxation experts and financial planners located across Canada.

• Become one of the references in financial planning within the client advisory team of one of the largest asset management firms in Canada!
• Conduct interviews with clients, establish a trust relationship with them, and offer consulting meetings and/or create financial plans tailored to the needs of each high-net-worth client
• Be a team player, maintain relationships with numerous internal and external stakeholders
• Manage multiple complex cases with tight deadlines in a constantly evolving environment
• Identify and develop business opportunities for all services and products offered by National Bank Financial
• Understand business issues and, most importantly, participate in the development of practical financial planning solutions

Based in the Greater Toronto area, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support Investment Advisors and clients in financial planning.

• 5+ years of relevant experience
• University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)
• Member of Financial Planner Canada
• In-depth knowledge of financial planning concepts, including personal and corporate taxation and pension plans
• Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, estate planners, etc.)
• Ability to simplify complex concepts
• Availability to work in NBF offices in Toronto

• Knowledge of insurance strategies
• Knowledge of the wealth management field
• Experience in taxation (or CICA Indepth tax course)