A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a tremendously rewarding career, offering you the opportunity 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.Your role:Become one of the references for financial planning within the client advisory team of one of the largest asset management firms in CanadaConduct interviews with clients, establish a trust relationship with them, and create financial plans tailored to the needs of each high-net-worth clientBe a team player, maintain relationships with numerous internal and external stakeholdersManage multiple complex cases with tight deadlines in a constantly evolving environmentPrepare and deliver training sessions on financial planning to investment advisorsIdentify and develop business opportunities for all services and products offered by National Bank FinancialUnderstand business issues and, most importantly, participate in the development of practical solutionsA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a tremendously rewarding career, offering you the opportunity 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.Your role:Become one of the references for financial planning within the client advisory team of one of the largest asset management firms in CanadaContinue to conduct interviews with clients, establish a trust relationship with them, and create financial plans tailored to the needs of each high-net-worth clientMaintain relationships as a team player with numerous internal and external stakeholdersManage multiple complex cases with tight deadlines in a constantly evolving environmentPrepare and deliver training sessions on financial planning to investment advisorsIdentify and develop business opportunities for all services and products offered by National Bank FinancialUnderstand business issues and, most importantly, participate in the development of practical solutionsYour team: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).Prerequisites:15 years of relevant experience and a University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)CFPIn-depth knowledge of financial planning concepts,



including personal and corporate taxation and pension plansSignificant experience in a consulting roleAbility to build solid professional relationships with various types of professionals (investment advisors, internal and external tax specialists, estate planners, etc.)Ability to simplify complex conceptsLanguages: EnglishRequired skills: Artificial Intelligence, Client Development, Financial Planning, Initiative, Learning Agility, Resiliency, Teamwork, Wealth ManagementYour benefitsHealth and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and family assistance programPreferential banking servicesInvolvement in community initiativesTelemedicine serviceVirtual sleep clinicWe 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 environmentWe’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!#J-18808-Ljbffr

📌 Cibc Financial Planning Advisor Role (Winnipeg)
🏢 CIBC
📍 Winnipeg