Senior Wealth Financial Planner
National Bank of Canada
Advance high-net-worth client strategies through financial planning, taxation, and estate planning expertise with National Bank Financial in a hybrid environment.As a Senior Financial Planning Advisor on the Advanced Financial Planning team, you will serve high-net-worth clients and Investment Advisors. You will develop comprehensive plans, provide guidance on financial, tax, retirement, and estate matters, and support wealth management objectives. The national team collaborates across Canada.Key Responsibilities:
Conduct client interviews and assess financial situationsDevelop personalized financial plans and practical strategiesGuide Investment Advisors on complex planning mattersBuild trusted internal and external partner relationshipsIdentify opportunities related to National Bank Financial servicesRequirements:
Relevant university degree in finance or related disciplineMinimum five years of relevant financial planning experienceFinancial Planning Canada membershipKnowledge of taxation and retirement planningExperience serving high-net-worth clients and simplifying complex conceptsBring analytical financial planning expertise and collaborative wealth management skills to National Bank Financial’s advanced advisory team.
#J-18808-Ljbffr
Conduct client interviews and assess financial situationsDevelop personalized financial plans and practical strategiesGuide Investment Advisors on complex planning mattersBuild trusted internal and external partner relationshipsIdentify opportunities related to National Bank Financial servicesRequirements:
Relevant university degree in finance or related disciplineMinimum five years of relevant financial planning experienceFinancial Planning Canada membershipKnowledge of taxation and retirement planningExperience serving high-net-worth clients and simplifying complex conceptsBring analytical financial planning expertise and collaborative wealth management skills to National Bank Financial’s advanced advisory team.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Financial Planner in Winnipeg, MB vacancy
- ...provide dedicated relationship management, in-depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial... ...(CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant...SeniorBank staffLocal areaFlexible hoursAfternoon shift
- ...solutions. Further information is available at . POSITION SUMMARY: The successful candidate will support the ongoing optimization of financial processes and reporting to help the organization effectively navigate the evolving tariff landscape. This role will contribute to...SeniorFull timeInternshipImmediate start
- ...Quebec, Canada ), is seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is full-... ...potential. We form a dynamic team whose diverse backgrounds and wealth of perspectives are one of the keys to our success. We offer...SeniorPermanent employmentFull timeWork at officeRemote work
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range... ...Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach... ..., working closely with Thane Stenner and senior team members. Build trusted,...SeniorLong term contractWork at office- We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what...SeniorFull time
CIBC
Winnipeg, MB13 days ago $95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest... ...discretionary investment managers, and help clients achieve their unique financial goals while providing exemplary service. As an Wealth Advisor,...InternshipFlexible hours- ...with an end date of March 31 We AreJoin us at the First Nations Financial Management Board (FMB) where we support First Nations to strengthen... ...hybrid work opportunities availableWhat You Will DoSupport the Senior Manager FMS Support Services in the planning management and...SeniorFull timeContract work
- Join Amrize as a Maintenance Planner and help construct what's next. If you're ready to put your skills to work on projects that matter... ...life Access to voluntary programs like RRSP and TFSA for future financial planning Healthy Living support through an Employee and...Part timeInternshipWork at officeLocal areaFlexible hours
$59.8k - $99.7k per year
...Permanent Full Time The Senior Financial Reporting Analyst supports SAP-related business, accounting and financial reporting processes within Lifeco Global across Canada, Europe (UK, Germany, Ireland, Reinsurance), and the US. The role provides oversight on processes, recommends...SeniorPermanent employmentFull timePart timeInternshipWork at officeFlexible hours- About Us: We’re a carbon neutral food company on a purposeful journey to Raise the Good in Food through better nutrition, safer food and workplaces, more humane animal care, and environmental sustainability efforts that protect our planet. We care about our communities...Full timeFor contractorsApprenticeshipWork at officeMonday to fridayShift work
$41k per year
...Company: Catalys Lubricants Location: Winnipeg Manitoba Position Title: Production Planner 1. Job Summary The Production Planner is responsible for effectively planning manufacturing packaging and replenishment activities for industrial lubricants Diesel Exhaust...Full timeSummer workSeasonal workWork at office- A career as a Senior Financial Planning Advisor or Senior Financial Planning Advisoress on the Advanced... ...that address clients’ financial and wealth management objectives. Your teamThe... ...be part of a national team of financial planners, estate planning specialists, and tax experts...SeniorFlexible hours
National Bank of Canada
Winnipeg, MB2 hours ago - Cargill is a family company committed to providing food and agricultural solutions to nourish the world in a safe, responsible, and sustainable way. We sit at the heart of the supply chain, partnering with producers and customers to source, make and deliver products that are...SeniorFull time
Cargill
Winnipeg, MB13 days ago - Optimize high-net-worth financial plans with Canadian tax law expertise and CFP fluency at Wealthsimple’s hybrid Wealth Management team. Use AI tools to model strategies more efficiently.As a Senior Tax Planner, you will refine sound plans for clients with $1MM–$3MM, with some...Senior
Wealthsimple
Winnipeg, MB2 hours ago - Build something people loveWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple,... ...Manual and learn more about how we work. The RoleAs a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built...SeniorLong term contract
Wealthsimple
Winnipeg, MB2 hours ago - TD Private Wealth Management seeks a Business Succession Advisor to provide specialized business owner and succession planning advice within a Private Wealth Management territory. The role supports high-net-worth business owners as they evaluate, prepare for, and implement transitions...Senior
TD
Winnipeg, MB2 hours ago - ...Infrastructure Solutions™, a service dedicated to providing safe, sustainable, and reliable charging and mobility solutions. Further information is available at SUMMARY:The successful candidate will support the ongoing optimization of financial processes and reporting to...SeniorFull time
New Flyer
Winnipeg, MB8 days ago - Select how often (in days) to receive an alert: Title: Senior Total Wealth Planner - Edmonton, ABRequisition ID: 278542Join a purpose driven winning... ...results, in an inclusive and high-performing culture. Financial Planning is a key service provided to clients of Scotia...SeniorLocal area
Scotiabank
Winnipeg, MB2 hours ago - ...Senior Financial Analyst Location: Alberta, Canada Job Type: Contract / Temporary Experience: 7+ Years of Progressive Financial Experience Professional Designation: CPA or CPA-in-Progress Position Overview We are seeking an experienced Senior Financial...SeniorContract workTemporary work
- ...aspirations with us, and we'll ensure that your efforts open doors to new opportunities and growth. THE POSITION The Materials Planner is responsible for ensuring the timely availability of materials to support uninterrupted manufacturing operations through effective...Full time
$100k per year
...-Term Earning Potential This is not a traditional Financial Advisor role.If you are successful in wealth management, strong at winning new clients and confident... ...Manager | Associate Portfolio Manager | Financial Planner | Investment Representative …and You Are Thinking"I...Long term contractPermanent employmentRemote workTalentSphere Staffing Solutions Inc.
Winnipeg, MB2 hours ago- ...Shape financial insight in a SaaS and technology organization as a Financial Controller specializing in IFRS, reporting, and business partnership. Working with senior finance leadership, you will connect technical controllership with financial analysis and commercial judgment...Senior
$59.8k - $99.7k per year
Permanent Full TimeThe Senior Financial Reporting Analyst supports SAP-related business, accounting and financial reporting processes within Lifeco Global across Canada, Europe (UK, Germany, Ireland, Reinsurance), and the US. The role provides oversight on processes, recommends...SeniorPermanent employmentFull timeCanada Life
Winnipeg, MB8 days ago- ...Winpak Corporate is seeking a Financial Analyst to join our Corporate Finance team based out of Winnipeg, Manitoba. Reporting to the Director, Corporate Accounting & Treasury, this role will support financial planning and analysis, treasury, taxation, financial reporting...Long term contractFull timeTemporary work
- ...Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join...Hourly payWork at officeFlexible hours
$18 per hour
...consumer lenders, easyfinancial is on a mission to redefine access to credit. Since day one, we’ve been helping Canadians break through financial barriers and take control of their futures. When traditional banks say no, we say there's another way — offering real solutions,...Full timeStart today- ...Position Title: Financial Administrative Assistant Location: Winnipeg (Central) Functional Area: Administration – Financial Services Coordinator Pay: 50-55k About the Opportunity Our client in Winnipeg is seeking a Financial Administrative Assistant (Financial...Long term contractPermanent employmentWork at officeDay shiftWeekday work
$50k - $100k per year
...Imagine building your career with a company that is both Human and Kind… At Serenia Life Financial , we’ve been helping Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple: understand our clients, build meaningful...Remote workFlexible hours- ...succeed Business Development - Proactively engage in discussions with Costco members at a warehouse to understand client’s immediate financial needs while identifying opportunities to address longer term financial goals. Understand the full suite of products available at...Long term contractFull timeImmediate startShift workWeekend work
- ...analysis, and the administration of daily payment runs. The ideal candidate is highly organized, analytical, comfortable working with financial data, and understands the importance of accuracy, controls, confidentiality, and meeting daily deadlines. At the heart of our...Daily paidPermanent employmentTemporary workInternshipWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Financial Planner. Be the first to apply!
Related searches
- financial planner work from home Winnipeg, MB
- finance consultant Winnipeg, MB
- financial planning consultant Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- senior financial advisor Winnipeg, MB
- conseiller financier Winnipeg, MB
- planificateur financier Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor assistant Winnipeg, MB