A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a tremendously rewarding career, offering you the chance 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. 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 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 Based in the Winnipeg, Saskatoon, Red Deer, Edmonton or Calgary office of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the Alberta and Prairies region in financial planning (7 areas of intervention).



15 years of relevant experience and a 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 ~ Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, estate planners, etc.) ~ 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:

Flexible group insurance Generous pension plan Employee and family assistance program Preferential banking services Involvement in community initiatives Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.

📌 Financial Consultant, Phones - Remote (Winnipeg)
🏢 National Bank
📍 Winnipeg