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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : senior financial advisor

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Senior Financial Planning Advisor

National Bank of Canada
Montréal, QC

Postuler dès maintenant

Détails du poste

Temps plein
Il y a 4 jours

Avantages

Programmes de Bien-être
Programme d'Aide aux Employés

Compétences

Bilingue
Français
Anglais
Maîtrise
Baccalauréat
Cybersécurité

Description complète du poste

Attendance

Hybrid

Job number

34176

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

15-Jul-2026

Area(s) of interest: Advisory services, Commercial banking

Location(s): Montreal

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF Investment Advisors (IAs) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans.

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

Your job:

Become a go-to resource for financial planning within the client advisory team at one of Canada’s largest asset management firms

· Conduct client interviews, build trust-based relationships, and prepare financial plans tailored to each high-net-worth client’s needs
· Collaborate effectively as a team player and 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 for Investment Advisors
· Identify and develop business opportunities across all services and products offered by National Bank Financial
· Understand business challenges and contribute to developing practical solutions

Your team:

Based in the Greater Montreal area, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IAs and clients with financial planning across seven areas of expertise.

Prerequisites:

Member of the Institut (Québécois) de planification financière

15 years of relevant experience

· University degree in a relevant field (e.g., accounting, actuarial science, finance, economics)
· In-depth knowledge of financial planning concepts, including personal and corporate taxation and pension plans
· Significant experience in an advisory or consulting role
· Ability to build strong professional relationships with a wide range of professionals (Investment Advisors, internal and external tax specialists, estate planners, etc.)
· Strong ability to explain complex concepts clearly
· Availability to travel to NBF offices in Great Montreal area

Assets:
· Experience in taxation or a master’s degree in taxation (or the CICA In-Depth Tax Course)
· Knowledge of insurance strategies
· Knowledge of the wealth management industry
· Member of Financial Planner Canada

Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy 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.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Why work at National Bank?

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?

Discover our culture

Duration: 1 min 25 sec

Postuler dès maintenant

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Skills

Why work at National Bank?

For an environment that supports your career path

For an inclusive and diverse environment

Discover our culture

Duration: 1 min 25 sec

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