Senior Financial Planner for High-Net-Worth Clients
National Bank of Canada • winnipeg, mb • Posted July 13, 2026
About the Role
Become a Senior Financial Planning Advisor with National Bank Financial to support clients' diverse financial planning needs through expert analysis and comprehensive plans.
This position focuses on providing high-quality financial planning, taxation, and estate planning services. You will leverage your 15+ years of experience to create tailored plans for high-net-worth individuals, while cultivating relationships with external and internal stakeholders. Training investment advisors on planning methods will also be a key part of your role.
Key Responsibilities:
• Conduct client interviews to develop personalized financial plans
• Collaborate with the advisory team to deliver effective solutions
• Manage multiple cases under tight deadlines
• Present training sessions on financial planning techniques
• Explore new business opportunities for NBF services
Requirements:
• 15 years of financial planning experience
• Relevant degree in finance or accounting
•...
This position focuses on providing high-quality financial planning, taxation, and estate planning services. You will leverage your 15+ years of experience to create tailored plans for high-net-worth individuals, while cultivating relationships with external and internal stakeholders. Training investment advisors on planning methods will also be a key part of your role.
Key Responsibilities:
• Conduct client interviews to develop personalized financial plans
• Collaborate with the advisory team to deliver effective solutions
• Manage multiple cases under tight deadlines
• Present training sessions on financial planning techniques
• Explore new business opportunities for NBF services
Requirements:
• 15 years of financial planning experience
• Relevant degree in finance or accounting
•...