A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a tremendously rewarding career, offering you the opportunity to support clients and NBF investment advisors (IA) in their financial planning needs by providing helpful financial information and analysis and preparing comprehensive financial plans. Our team’s mission is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning.
Your role:
Based in the Winnipeg, Saskatoon, Red Deer, Edmonton or Calgary office of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the Alberta and Prairies region in financial planning (7 areas of intervention).
Prerequisites:
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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:Senior Financial Planner (Hybrid) • Red Deer
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