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Financial specialist • dieppe nb
Senior Financial Planning Advisor
NBCMoncton, New BrunswickData Analyst Specialist- Financial Services (Azure Databricks)
CGIMoncton, New Brunswick, Canada- Promoted
Financial Analyst
CanonicalCity of Moncton, NB, CA- Promoted
Senior Financial Planning Advisor
Banque Nationale du CanadaCity of Moncton, NB, CASUN LIFE FINANCIAL ADVISOR
Sun LifeMoncton, New Brunswick- Promoted
Financial Analyst
JMJ PHILLIPDieppe, Westmorland County, CA- Promoted
SENIOR FINANCIAL ANALYST
Personnel Search Ltd.Dieppe, Westmorland County, CA- Promoted
Strategic Executive Assistant for Financial Projects
VenorTalentCity of Moncton, NB, CA- Promoted
Financial Planner, Scotia Financial Planning - Moncton, NB
ScotiabankCity of Moncton, NB, CASENIOR FINANCIAL ANALYST
Personnel Search LtdDieppe, NB- Promoted
Manager, Financial Planning & Analysis
Midland TransportDieppe, Westmorland County, CA- Promoted
SUN LIFE FINANCIAL ADVISOR
Sun Life FinancialCity of Moncton, NB, CA- Promoted
Home Financing Growth Advisor
BMO Financial GroupCity of Moncton, NB, CA- Promoted
Financial Analyst - Commercial Finance
J.D. Irving, LimitedDieppe, Westmorland County, CA- Promoted
Financial Analyst, Expense Management
CpanewbrunswickCity of Moncton, NB, CA- Promoted
Claims Communications Specialist (Hybrid) – Impact & Clarity
Co-operatorsCity of Moncton, NB, CAFinancial Analyst, Expense Management
Assumption LifeMoncton, New Brunswick, CanadaFinancial Analyst Senior
Medavie Blue CrossMoncton, New Brunswick, CA- Hamilton, ON (from $ 52,349 to $ 270,332 year)
- Sherwood Park, AB (from $ 52,446 to $ 266,382 year)
- Surrey, BC (from $ 151,061 to $ 250,000 year)
- Winnipeg, MB (from $ 50,625 to $ 155,686 year)
- Guelph, ON (from $ 72,754 to $ 154,028 year)
- London, ON (from $ 91,109 to $ 152,396 year)
- Kitchener, ON (from $ 112,708 to $ 152,182 year)
- North York, ON (from $ 60,750 to $ 151,513 year)
- Toronto, ON (from $ 60,500 to $ 151,312 year)
- Waterloo, ON (from $ 53,779 to $ 150,690 year)
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Senior Financial Planning Advisor
NBCMoncton, New Brunswick- Full-time
- Part-time
- Permanent
Attendance
Hybrid
Job number
25963
Category
Senior Professional
Status : Permanent
Type of Contract
Permanent
Schedule : Full-Time
Full Time / Part Time?
Full-Time
Posting date
11-Jul-2025
Location : Moncton, New Brunswick
City
Moncton
Province / State
New Brunswick
Area(s) of interest : Wealth management
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 Moncton (or Halifax) office of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the Atlantic region in financial planning (7 areas of intervention).
Prerequisites :
Assets :
Languages : English, French
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.
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!