Financial Planning Advisor - National Bank

Join National Bank Financial as a Senior Financial Planning Advisor, where you’ll deliver expert analysis and support to high-net-worth clients in Alberta and the Prairies region.

As part of a leading asset management firm, you will provide essential financial planning services by developing customized financial plans and maintaining relationships with investment advisors. Your extensive experience will help you manage numerous complex cases while also training others in financial planning strategies.

Key Responsibilities:

• Develop tailored financial plans based on client needs

• Foster strong relationships through client interviews

• Provide training to investment advisors on planning concepts

• Identify and create opportunities for NBF services

• Work closely with financial and estate planners in your team

Requirements:

• 15+ years of relevant financial planning experience

• Relevant University degree

• In-depth knowledge of taxation and pensions

• CFP certification required

• Ability to simplify complex financial topics

Advance your career in financial planning with National Bank by supporting clients' diverse needs.
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