Senior Financial Planner

Full-time Other-General

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.

Responsibilities

• 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 e...