Chief Advisor, Financial Planning & Advisory Services

A career as a Senior Financial Planner at National Bank Financial (NBF) means playing a key role with high‑net‑worth clients and Investment Advisors within NBF.

Beyond sharing information, you contribute directly to the development of comprehensive, customized and high‑value financial plans designed for complex client situations.

The mission of the team is to deliver leading‑edge expertise and high‑quality services in advanced financial planning, taxation and estate planning.

• Become a trusted financial planning reference within the client advisory team of one of Canada’s leading asset management firms

• Conduct client interviews, build long‑term trusted relationships and develop financial plans tailored to complex needs

• Work closely with multiple internal and external partners in a collaborative, team‑based environment

• Manage multiple complex files with tight deadlines in a fast‑paced, evolving environment

• Des...