Senior Financial Planning Advisor
City : Montreal
Category : Permanent Full-Time
Industry : Advisory services, Commercial banking
Employer : National Bank
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF Investment Advisors (IAs) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans.
The mission of the sector is to provide expertise and high-quality services in advanced financial planning, taxation, and estate planning.
Your job:
· Conduct client interviews, build trust-based relationships, and prepare financial plans tailored to each high-net-worth client’s needs
· Collaborate effectively as a team player and 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 for Investment Advisors
· Identify and develop business opportunities across all services and products offered by National Bank Financial
· Understand business challenges and contribute to developing practical solutions
Your team:
Based in the Greater Montreal area, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IAs and clients with financial planning across seven areas of expertise.
Prerequisites:
· 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 an advisory or consulting role
· Ability to build strong professional relationships with a wide range of professionals (Investment Advisors, internal and external tax specialists, estate planners, etc.)
· Strong ability to explain complex concepts clearly
· Availability to travel to NBF offices in Great Montreal area
Assets:
· Member of the Institut (Québécois) de planification financière
· Experience in taxation or a master’s degree in taxation (or the CICA In-Depth Tax Course)
· Knowledge of insurance strategies
· Knowledge of the wealth management industry
· Member of Financial Planner Canada
Your benefits:
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!