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

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