Senior Advisor Financial Planning

A career as a Financial Planner on the Wealth Management Solution Team at National Bank in Edmonton means you will be an in- house expert on all aspects of Financial Planning. In this role, you can use your Financial Planning skills, experiences, knowledge, and passion to have a positive impact in the lives of our clients and within the organization.

Your job

• Prepare integrated and complex Financial Planning reports for Investment Advisors' wealthy clients
• Meet with clients (and their legal professionals and tax experts, as required) and advisors to present analyses and Financial Planning integrated to their files
• Perform various in-depth analyses on specific aspects of Financial Planning
• Provide tax support to the team of financial and estate planning experts
• Play a leadership role in your area of expertise
• Understand business issues, identify the needs of various parties and propose strategies to support their activities, keeping in mind the varied nature of files
• Identify business opportunities
• Reach objectives by working closely with business partners, including Wealth Management Solutions managers, regional managers and others
• Work closely with other experts, including estate planners, tax advisors, insurance specialists, and others
• Closely follow any news on developments of various tax laws and other legislation, and proceed with various analyses to assess impacts on the personal finances of clients
• Monitor market developments and stay abreast of trends to propose adjustments

Your team

You will be part of a team of thirteen expert colleagues reporting to the Senior Manager, Wealth Management Solutions Group. Our team stands out for its expertise and professionalism in support of National Bank Financial Wealth Advisors and their clients. We want to contribute to your quality of life by offering you as much as possible in your work. We offer a hybrid (remote and in the office) work model and adaptable work hours to balance your personal and professional life.

Prerequisite

• Bachelor degree and 10 years of Financial Planning experience
• CFP designation
• Member FP Canada
• Recognized expertise in integrated Financial Planning
• Strong analytical skills and ability to combine the subtleties of different Financial Planning disciplines
• Knowledge of Microsoft Office suite tools
• Being available to trave

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
• Initiatives promoting community involvement
• 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 accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?