Senior Financial Planning Advisor
Description
Supports clients and investment advisors by providing expertise in financial planning, preparing comprehensive financial plans, conducting client interviews to build trust with high-net-worth individuals, and managing complex cases. The role also involves collaborating with various internal and external stakeholders, delivering training sessions, and identifying business development opportunities within the financial services sector.
What We're Looking For
Serve as a reference in financial planning within the client advisory team.,Conduct client interviews and establish trusting relationships.,Create tailored financial plans for high-net-worth clients.,Collaborate with internal and external stakeholders.,Manage multiple complex cases under tight deadlines.,Prepare and deliver financial planning training sessions to investment advisors.,Identify and develop business opportunities for National Bank Financial services and products.,Participate in the development of practical solutions for business issues.
Ideal Candidate
University degree in a relevant field (e.g., accounting, actuarial science, finance, economics).,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.,Ability to simplify complex concepts.,Availability to travel to Atlantic NBF offices.,Assets: Experience or master's degree in taxation (or CICA Indepth tax course), knowledge of insurance strategies, knowledge of the wealth management field, member of the Institut (Québécois) de planification financière, member of Financial Planner Canada.
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Benefits
Special Commitments
Must be willing to travel to Atlantic NBF offices
Also Available At
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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