A career as

a Senior Planning Advisor at National Bank Financial (NBF) involves supporting

NBF clients and Investment Advisors (IA) with information and guidance in the

areas of income tax and planning. This is a rare 100% consulting position,

without the management of clients' tax returns or the day to day compliance

commonly associated with jobs in this area, allowing you to focus on helping

people!

Our mission

is to offer high-quality expertise and services in the areas of taxation,

retirement and estates. You will work with a team of estate planners and

financial planners located across Canada.

Your job

• Collaborate with your colleagues to

  provide high-quality tax and planning support to IA and other stakeholders.

• Guide your team members, IA’s and

  their clients in resolving tax and other issues by providing relevant

  information and possible solutions, and refer them to external experts as

  needed.

• Manage multiple files in an

  ever-changing environment.

• Work closely with other experts and

  business partners, including financial planners, estate planners, insurance

  specialists, Wealth Solutions Directors etc.

• Help draft and update various tax

  and planning documents (e.g., budget summaries) to support colleagues on the

  advisory team, as well as IA’s and their clients.

• Be a team player, maintain

  relationships with many internal stakeholders and collaborate as a consultant.

• Participate in meetings with NBF

  clients and/or the client's external advisors.

• Understand business issues and

  participate in the development of practical and adapted solutions.

• If necessary, provide in-house

  training.

• Ensure the management of corporate

  risks in the context of files.

Prerequisites

• University degree in a relevant

  field (business, law, accounting, actuarial science, finance, economics, etc.).

• In-depth knowledge of tax rules for

  individuals, estates, trusts and corporations.

• Expertise in integrated financial

  and tax planning.

• Five years of relevant work

  experience.

• Strong interpersonal skills and the

  ability to communicate complex tax concepts in a simple, comprehensive and

  practical manner.

Assets

• Master's degree or postgraduate

  diploma in taxation or have successfully completed the CPA In-depth tax

  program.

• Professional designation (lawyer,

  notary, CPA, other)

• Knowledge of wealth management,

  financial products, pensions, retirement and estates

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. 

* 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

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic 

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.  

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? 

Come live your ambitions with us!