Advance high-net-worth client strategies through financial planning, taxation, and estate planning expertise with National Bank Financial in a hybrid environment.

As a Senior Financial Planning Advisor on the Advanced Financial Planning team, you will serve high-net-worth clients and Investment Advisors. You will develop comprehensive plans, provide guidance on financial, tax, retirement, and estate matters, and support wealth management objectives. The national team collaborates across Canada.

Key Responsibilities:

- Conduct client interviews and assess financial situations
- Develop personalized financial plans and practical strategies
- Guide Investment Advisors on complex planning matters
- Build trusted internal and external partner relationships




- Identify opportunities related to National Bank Financial services

Requirements:

- Relevant university degree in finance or related discipline
- Minimum five years of relevant financial planning experience
- Financial Planning Canada membership
- Knowledge of taxation and retirement planning
- Experience serving high-net-worth clients and simplifying complex concepts

Bring analytical financial planning expertise and cooperative wealth management skills to National Bank Financial’s advanced advisory team.

📌 Senior Wealth Financial Planner (Toronto)
🏢 National Bank of Canada
📍 Toronto