Senior Financial Planner

Job in Winnipeg, Manitoba, A3C, Canada

Listing for: National Bank of Canada

Full Time position
Listed on 2026-06-26

Job specializations:

Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Wealth Management

Salary/Wage Range or Industry Benchmark: 80000 - 120000 CAD Yearly CAD 80000.00 120000.00 YEAR

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a tremendously rewarding career, offering you the opportunity to support clients and NBF investment advisors (IA) in their financial planning needs by providing helpful financial information and analysis 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.

Your role :

Become one of the references for 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 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
Prepare and deliver training sessions on financial planning to investment advisors
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 solutions

Your team:

Based in the Winnipeg, Saskatoon, Red Deer, Edmonton or Calgary office of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the Alberta and Prairies region in financial planning (7 areas of intervention).

Prerequisites:

15 years of relevant experience and a University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)
CFP
In-depth knowledge of financial planning concepts, including personal and corporate taxation and pension plans
Significant experience in a consulting role
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

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