A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a rewarding opportunity to support clients and NBF investment advisors (IA) in their financial planning needs by providing relevant financial information, consulting with clients and preparing comprehensive financial plans.
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 offer consulting meetings and/or 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
- 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 financial planning solutions
Your team:Based in the Greater Toronto area, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support Investment Advisors and clients in financial planning.
Prerequisites:- 5+ years of relevant experience
- University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)
- Member of Financial Planner Canada
- In-depth knowledge of financial planning concepts, including personal and corporate taxation and pension plans
- 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 work in NBF offices in Toronto
Assets:- Knowledge of insurance strategies
- Knowledge of the wealth management field
- Experience in taxation (or CICA Indepth tax course)
Languages: English
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Artificial Intelligence Client Development Financial Planning Teamwork Wealth Management Initiative Learning Agility Resiliency
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 such as:
* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
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 value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
