Senior Financial Planner High-Net-Worth Clients

Position: Senior Financial Planner for High-Net-Worth Clients
Become a Senior Financial Planning Advisor with National Bank Financial to support clients' diverse financial planning needs through expert analysis and comprehensive plans.

This position focuses on providing high-quality financial planning, taxation, and estate planning services. You will leverage your 15+ years of experience to create tailored plans for high-net-worth individuals, while cultivating relationships with external and internal stakeholders. Training investment advisors on planning methods will also be a key part of your role.

Key Responsibilities:

• Conduct client interviews to develop personalized financial plans

• Collaborate with the advisory team to deliver effective solutions

• Manage multiple cases under tight deadlines

• Present training sessions on financial planning techniques

• Explore new business opportunities for NBF services

Requirements:

• 15 years of financial planning experience

• Relevant degree in finance or accounting

• Knowledge of financial planning concepts, taxation

• Certified Financial Planner (CFP) designation

• Strong ability to build professional relationships

Utilize your financial expertise to make a significant impact at National Bank Financial.
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