Advance high-net-worth client strategies through financial planning, taxation, and estate planning expertise with National Bank Financial in a hybrid environment. 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 collaborative wealth management skills to National Bank Financial’s advanced advisory team.
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Senior Wealth Financial Planner in Toronto employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
