Senior Planning Advisor

A career as
a Senior Planning Advisor at National Bank Financial (NBF) involves supporting
NBF clients and Investment Advisors (IA) with information and guidance in the
areas of income tax and planning. This is a rare 100% consulting position,
without the management of clients' tax returns or the day to day compliance
commonly associated with jobs in this area, allowing you to focus on helping
people!

Our mission
is to offer high-quality expertise and services in the areas of taxation,
retirement and estates. You will work with a team of estate planners and
financial planners located across Canada.

Your job

• Collaborate with your colleagues to
  provide high-quality tax and planning support to IA and other stakeholders.
• Guide your team members, IA’s and
  their clients in resolving tax and other issues by providing relevant
  information and possible solutions, and refer them to external experts as
  needed.
• Manage multiple files in an
  ever-changing environment.
• Work closely with other experts and
  business partners, including financial planners, estate planners, insurance
  specialists, Wealth Solutions Directors etc.
• Help draft and update various tax
  and planning documents (e.g., budget summaries) to support colleagues on the
  advisory team, as well as IA’s and their clients.
• Be a team player, maintain
  relationships with many internal stakeholders and collaborate as a consultant.
• Participate in meetings with NBF
  clients and/or the client's external advisors.
• Understand business issues and
  participate in the development of practical and adapted solutions.
• If necessary, provide in-house
  training.
• Ensure the management of corporate
  risks in the context of files.

Prerequisites

• University degree in a relevant
  field (business, law, accounting, actuarial science, finance, economics, etc.).
• In-depth knowledge of tax rules for
  individuals, estates, trusts and corporations.
• Expertise in integrated financial
  and tax planning.
• Five years of relevant work
  experience.
• Strong interpersonal skills and the
  ability to communicate complex tax concepts in a simple, comprehensive and
  practical manner.

Assets

• Master's degree or postgraduate
  diploma in taxation or have successfully completed the CPA In-depth tax
  program.
• Professional designation (lawyer,
  notary, CPA, other)
• Knowledge of wealth management,
  financial products, pensions, retirement and estates

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
* Opportunities to get involved in community initiatives
* 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 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!