Senior Financial Planning Advisor
Top Benefits
About the role
Senior Financial Planning Advisor
Attendance
Hybrid
Job number
25963
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Location: Moncton, New Brunswick
Area of Interest: Wealth management
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans.
The mission of the sector is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning.
Your job:
- Become one of the references in 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 environment.
- Prepare and deliver training sessions on financial planning to investment advisors.
- Identify and develop business opportunities for all services and products offered by National Bank Financial.
- Understand business issues and, most importantly, participate in the development of practical solutions.
Your team
Based at the Moncton (or Halifax) office of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the Atlantic region in financial planning (7 areas of intervention).
Prerequisites:
- Member of Financial Planner Canada
- 15 years of relevant experience
- University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)
- 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 (investment advisors, internal and external tax specialists, estate planners, etc.)
- Ability to simplify complex concepts
- Availability to travel to Atlantics 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
Languages:
English, French
Skills
Press space or enter keys to toggle section visibility
- Artificial Intelligence
- Diversity & Inclusion
- 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
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!
Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
Discover our culture
Duration: 1 min 25 sec
Flexibility
Wellbeing
Development
Inclusive Environment
Join our talent community
Sign up to get information on what’s new for your career and our events.
Access your profile
Complete your profile for a personalized experience and search made easy with job alerts relevant to you.
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
Senior Financial Planning Advisor
Top Benefits
About the role
Senior Financial Planning Advisor
Attendance
Hybrid
Job number
25963
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Location: Moncton, New Brunswick
Area of Interest: Wealth management
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans.
The mission of the sector is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning.
Your job:
- Become one of the references in 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 environment.
- Prepare and deliver training sessions on financial planning to investment advisors.
- Identify and develop business opportunities for all services and products offered by National Bank Financial.
- Understand business issues and, most importantly, participate in the development of practical solutions.
Your team
Based at the Moncton (or Halifax) office of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the Atlantic region in financial planning (7 areas of intervention).
Prerequisites:
- Member of Financial Planner Canada
- 15 years of relevant experience
- University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)
- 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 (investment advisors, internal and external tax specialists, estate planners, etc.)
- Ability to simplify complex concepts
- Availability to travel to Atlantics 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
Languages:
English, French
Skills
Press space or enter keys to toggle section visibility
- Artificial Intelligence
- Diversity & Inclusion
- 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
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!
Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
Discover our culture
Duration: 1 min 25 sec
Flexibility
Wellbeing
Development
Inclusive Environment
Join our talent community
Sign up to get information on what’s new for your career and our events.
Access your profile
Complete your profile for a personalized experience and search made easy with job alerts relevant to you.
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.