Become a Senior Financial Planning Advisor at National Bank Financial, focusing on high-net-worth clients. Leverage your expertise in financial planning, taxation, and estate planning to create tailored strategies.

In this position, you will conduct client interviews to assess needs and build comprehensive financial plans. With a minimum of five years’ experience, your role involves guiding Investment Advisors and clients, managing complex files, and identifying new business opportunities. You'll be part of an agile and collaborative team across Canada dedicated to exceptional financial and wealth management services.

Key Responsibilities:
• Conduct client interviews and develop personalized financial plans
• Provide expertise on tax and estate planning matters




• Maintain trusted relationships with stakeholders
• Manage multiple complex files to meet deadlines
• Identify new business opportunities for financial products

Requirements:
• University degree in finance or related field
• 5+ years of relevant financial planning experience
• Membership in Financial Planning Canada
• Solid analytical skills and ability to simplify concepts
• Available to work in Greater Toronto Area offices

Utilize your financial planning expertise to support high-net-worth clients at National Bank Financial.
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📌 Senior Financial Planning Advisor National Bank (Ontario)
🏢 Banque Nationale du Canada
📍 Ontario