Senior Planning Advisor

Attendance

Hybrid

Job number
27261

Category
Senior Professional

Status: Permanent

Type of Contract
Permanent

Schedule: Full-Time

Full Time / Part Time?
Full-Time

Posting date
28-Jul-2025

Area(s) of interest: Wealth management

Location(s): Calgary

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 team 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‑tegrated 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.

Languages: English

Skills

Artificial Intelligence

Diversity & Inclusion

Estate Tax Planning

Financial Planning

Taxes

Teamwork

Cybersecurity

Empathy

Initiative

Learning Agility

Resiliency

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