Job Description

Attendance: Hybrid



Employment Category: Senior Professional



Type of Contract: Permanent



Benefits for vendors:
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans.



The mission of the sector is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning.

Your job

:


Become one of the references in financial planning within the client advisory team of one of the largest asset management firms in Canada!

Conduct interviews with clients, establish a trust relationship with them, and create financial plans tailored to the needs of each high-net-worth client

Be a team player, maintain relationships with numerous internal and external stakeholders

Manage multiple complex cases with tight deadlines in a constantly evolving environment

Prepare and deliver training sessions on financial planning to investment advisors

Identify and develop business opportunities for all services and products offered by National Bank Financial

Understand business issues and, most importantly, participate in the development of practical solutions

Your team

Based at the South Shore offices of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the South Shore region in financial planning (7 areas of intervention).

Prerequisites

:


15 years of relevant experience University degree in a relevant field (accounting, actuarial science, finance, economics, etc.) In-depth knowledge of financial planning concepts, including personal and corporate taxation and pension plans Significant experience in a consulting role Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, estate planners, etc.) Ability to simplify complex concepts Availability to travel to the greater South Shore NBF offices

Assets

:


Member of the Institut (Quebecois) de planification financiere Experience or master's degree in taxation (or CICA Indepth tax course) Knowledge of insurance strategies Knowledge of the wealth management field Member of Financial Planner Canada

Your benefits

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Health and wellness program, including many options

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

These are a few of the benefits available to you. We 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 actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We'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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!



Additional required languages: English, French



Skills: Estate Planning, Teamwork, Wealth Management, Initiative, Adaptability, Analytical thinking, Rigor, Collaboration, Customer Centricity