The Financial Planner works closely with FNBO’s ultra-high net worth clients and the supporting client team. Develops and presents comprehensive financial plans, provides recommendations to improve the client’s overall financial well-being, and delivers a superior planning experience. Attend and lead customer meetings around financial planning process and goal selection.

Be able to help customers identify needs and objectives. Introduction, Goal Settings, Data Gathering, Plan Delivery, Updates, etc. Gather and interpret all sources of a client’s income, expense, investment, insurance, tax and estate planning documents.

This requires a solid understanding of complex planning topics including, but not limited to, executive compensation plans, buy/sell transactions, charitable giving, a working understanding of tax filings for individuals and entities as well as various trust documents. Work to accurately input all information into financial planning software (eMoney) and confirm the accuracy and integrity of the data reflected in the plan’s projections. This requires a solid understanding of cash flow, tax and estate planning strategies.

Present and clearly articulate solutions to customers and internal partners around applicable strategies. Maintain and prepare customer files. Compose appropriate customer communications. Review task assignments for each customer and work directly with applicable team members to ensure all follow-up and action items as a result of customer meetings are documented in Salesforce and completed within the specified time frame.

Escalate potential customer issues to appropriate team members. Deliver exceptional customer experience and demonstrate expertise as a Financial Planner. Accuracy of data input and case analysis. Prepare customer meetings in advance, including review of all reports.

Actively participate in the financial planning process and team decisions.



Identify additional opportunities for ongoing training for all Advisors.

Compliance: Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties. Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws, or regulations.

Report any suspicious customer and/or account activity. Maintain regular and predictable attendance in alignment with departmental/divisional policy. Bachelor’s degree in Business Administration or related field. 5+ years of experience in financial planning Experienced user of eMoney financial planning software Experience with servicing high net worth individuals and institutions.

Demonstrated proficiency in writing and able to develop presentation, documents or standard reports that are clear and understood. Ability to identify areas where efficiency and process improvement are needed. Ability to work independently with guidance only in the most complex financial plans as well as collaboratively and cohesively within a team environment.

Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer. Understands and contributes to intended customer experience of helpful, easy and personal. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance Health Savings Account (HSA)/Dependent Care Employee Banking Short-Term/Long-Term Disability Insurance FNBO believes that the quality of our employee experience is at the heart of our customer experience. FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (

📌 Director, Financial Planning (Quinte West)
🏢 First National Bank
📍 Quinte West