Senior Financial Planner

Attendance

Hybrid

Job number

31913

Your role

• Become a trusted financial planning reference within the client advisory team of one of Canada’s leading asset management firms

• Conduct client interviews, build long‑term trusted relationships and develop financial plans tailored to complex needs

• Work closely with multiple internal and external partners in a collaborative, team‑based environment

• Manage multiple complex files with tight deadlines in a fast‑paced, evolving environment

• Design and deliver financial planning training sessions for Investment Advisors

• Identify and develop business opportunities related to the full range of National Bank Financial products and services

• Understand business challenges and actively contribute to practical, actionable solutions

Your team

Based in Moncton or Halifax, you work closely with a multidisciplinary team of financial planners, estate planners and tax specialists.

Together, you support Investment Advisors and clients across the Atlantic region through the seven areas of financial planning expertise.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support, are available to you at all times.

Requirements

• Bachelor’s degree in a relevant field (accounting, actuarial science, finance, economics or a related discipline) and five years or more of relevant experience

• FP Canada member (CFP designation)

• Strong mastery of financial planning concepts, including personal and corporate taxation and retirement planning

• Significant experience in an expert advisory role

• Availability to travel to NBF offices across Atlantic Canada

Assets

• Advanced training or significant experience in taxation, including the CICA In‑Depth Tax Course

• Knowledge of insurance strategies

• Strong understanding of the wealth management industry

• Holding the designation from the Institut québécois de planification financière (IQPF)

Languages:

English, French

Skills

Bilingual Communications Customer Service Financial Advisory Financial Planning Individual Counseling Taxes Teamwork Empathy Initiative

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!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?