Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Planning & Tax Advisor

National Bank of Canada

National Bank of Canada is seeking a Financial Planning Expert Advisor for the Business Banking and Private Banking 1859 team in Montreal. You will act as a financial planner and tax specialist, guiding advisors, preparing integrated plans, and presenting recommendations to clients with their legal and tax professionals.You’ll monitor tax and legal changes, develop financial perspectives, and train diverse audiences.
#J-18808-Ljbffr
Vacancy posted 52 minutes ago
Similar jobs that could be interesting for youBased on the Senior Financial Planning & Tax Advisor in Winnipeg, MB vacancy
  • A career as a Senior Financial Planner within the Financial Planning Team at National Bank Financial (NBF) means acting as a trusted advisor to high-net-worth clients and Investment Advisors by developing comprehensive financial plans tailored to their unique needs. This role... 
    Senior
    Long term contract
    Flexible hours

    National Bank of Canada

    Winnipeg, MB
    50 minutes ago
  •  ...Banque Nationale du Canada in Montreal seeks a Financial Planning Expert Advisor to act as a planner and tax specialist for Private Banking 1859 clients. You will deliver integrated financial plans and provide recommendations alongside advisors and tax professionals. You... 
    Senior

    Banque Nationale du Canada

    Winnipeg, MB
    48 minutes ago
  • RBC Family Office Services in Montréal invites a seasoned tax, estate and financial planning professional to join the FAST team. You will advise RBC...  ...bilingual English/French. Lead technical publications, mentor advisors, and contribute to strategic projects. #J-18808-Ljbffr
    Senior
    Work at office

    RBC

    Winnipeg, MB
    57 minutes ago
  •  ...Quebec, Canada ), is seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is full-time...  ...from the first day of work Defined-contribution pension plan with generous employer participation from the first day of... 
    Senior
    Permanent employment
    Full time
    Work at office
    Remote work

    Domtar

    Winnipeg, MB
    3 days ago
  • Advance wealth planning expertise with BMO as a Wealth Planning Advisor supporting professionals through customized financial planning solutions. Work hybrid, with four office days and one remote...  ...covers investment, retirement, estate, tax, insurance, and corporate planning... 
    Suggested
    Work at office
    Remote work
    1 day per week

    BMO

    Winnipeg, MB
    49 minutes ago
  • Develop financial planning capabilities through training design, expert guidance, and investment tools at National Bank. This role supports specialists and managers.The Senior Investment and Financial Planning Advisor works within the Investment Advisory and Training team.... 
    Senior

    National Bank of Canada

    Winnipeg, MB
    52 minutes ago
  •  ...relationship management, in-depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly...  ...large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide... 
    Senior
    Bank staff
    Local area
    Flexible hours
    Afternoon shift

    CIBC

    Winnipeg, MB
    3 days ago
  •  ...Rich, Fulfilling Life™ through high touch financial planning, relationship-driven guidance, and long-...  ...or back-office planning role. Our advisors are expected to lead relationships, build...  ...meetings. Present Initial Financial Life Plans (IFLPs) and Final Financial Life Plans (... 
    Long term contract
    Local area
    Immediate start
    Remote work
    Afternoon shift

    RFL Wealth Management

    Winnipeg, MB
    52 minutes ago
  • Drive financial performance at iA Financial Group through strategic analysis, forecasting, and investment...  ...work environment.As a Financial Performance Advisor, you will support the Investments sector through financial planning, results analysis, and management process optimization... 

    IA Financial Services Inc.

    Winnipeg, MB
    48 minutes ago
  •  ...dynamic, and evolving company. Job Title: Senior Tax AdvisorReports To: Vice President,...  ...primary tax resource for the company, the Senior Tax Advisor position is responsible for Source’s North American tax planning, compliance and reporting requirements. In addition... 
    Senior
    Contract work

    Source Energy Services Ltd.

    Winnipeg, MB
    49 minutes ago
  •  ...accounting Location(s): Toronto A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank...  ...value (NAV) of investment funds, as well as preparing their financial statements and tax returns. Leveraging your deep expertise in the investment... 
    Senior
    Flexible hours

    Banque Nationale du Canada

    Winnipeg, MB
    56 minutes ago
  • Hybrid Job number 35879 Category Senior Professional Status: Permanent Schedule: Full-Time 01-Oct-2026...  ...Operations Location(s): Montreal A career as a Senior Financial Planning Advisor in the Support team at National Bank means acting as a... 
    Senior
    Permanent employment
    Full time
    Work at office
    Flexible hours

    Banque Nationale du Canada

    Winnipeg, MB
    48 minutes ago
  • Partner with families on sophisticated financial decisions through RBC Dominion Securities, combining planning expertise with relationship development.The Family Enterprise Advisory team needs a Senior Financial Planner focused on Ultra-High-Net-Worth and High Net Worth clients... 
    Senior

    rbc

    Winnipeg, MB
    50 minutes ago
  • $86k - $131k per year

     ...world class defined benefit pension plan, which can serve as an important part...  ...those who care for us, by providing a financially secure retirement for Ontario healthcare...  ...As a member of Member Services, the Senior Retirement Planning Advisor builds upon the core responsibilities... 
    Senior
    Permanent employment
    Casual work

    Healthcare of Ontario Pension Plan Trust Fund Company

    Winnipeg, MB
    56 minutes ago
  • Bring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek.As a Financial Advisory Consultant, you will provide specialized guidance across tax... 
    Senior
    Full time
    Work at office

    RBC

    Winnipeg, MB
    49 minutes ago
  •  ...responsibilities) A comprehensive group insurance plan and a very competitive pension plan...  ...and review Canadian corporate income tax returns; Prepare and review income tax returns...  ...-solving skills Ability to act as an advisor to various stakeholders within the organization... 
    Senior
    Work at office

    Héroux-Devtek

    Winnipeg, MB
    51 minutes ago
  • Deliver high-touch Financial Life Planning for RFL Wealth Management while maintaining accurate coordination and client communication near the GTA.This Financial Planner role supports professionals through client meetings, strategic guidance, and coordinated execution. You... 

    RFL Wealth Management

    Winnipeg, MB
    52 minutes ago
  • As a locally based financial institution, Cambrian Credit Union is known for working within...  ...Cambrian Credit Union is seeking a Senior Financial Advisor to join our dynamic Wealth...  ...member experience grounded in financial planning, the SFA provides specialized advice that... 
    Senior
    Long term contract
    Temporary work
    Bank staff
    Shift work

    CAMBRIAN CREDIT UNION

    Winnipeg, MB
    51 minutes ago
  • $92k - $128k per year

     ...you there.We’re looking for a Financial Analyst on our Robotics &Space...  ...quarterly basis and Annual SRED Tax Return.Prepare monthly...  ...support managers to drive the planning process for the BU'sAnalyze data...  ...with confidence and clarity to senior managementHigh level of professionalism... 
    Senior
    Work at office

    Macdonald, Dettwiler And Associates Corporation

    Winnipeg, MB
    48 minutes ago
  • $110k - $140k per year

    Join to apply for the Senior Manager, Financial Planning role at Common Wealth Retirement .Common Wealth Retirement provided pay range This...  .... We collaborate closely with a growing network of advisors to deliver our retirement solutions. In 2024, we doubled... 
    Senior
    Work at office
    Flexible hours

    Common Wealth Retirement

    Winnipeg, MB
    50 minutes ago
  • Scotia Wealth Management seeks a Senior Total Wealth Planner in...  ...skilled in Naviplan, complex planning, and client presentations.This...  ...worth clients through goals-based financial plans. You will review client-...  ...champions financial planning among Advisors, Relationship Managers, and... 
    Senior

    Scotiabank

    Winnipeg, MB
    48 minutes ago
  •  ...BMO Wealth Planning is seeking a Wealth Planning Advisor to provide expert financial planning support across investment, retirement, estate, tax, insurance, and corporate planning for wealth professionals. You will collaborate with Investment Advisors, Private Bankers,... 
    Senior

    BMO Financial Group

    Winnipeg, MB
    51 minutes ago
  • Select how often (in days) to receive an alert:Title: Senior Manager, Tax, Product & Planning - Scotiatrust Requisition ID: 268590 Join a purpose driven...  ...in support of ongoing education for Scotiatrust staff, advisor awareness, client engagement, and new client acquisition... 
    Senior

    Scotiabank

    Winnipeg, MB
    49 minutes ago
  •  ...Finance and accountingLocation(s): MontrealA career as a Senior Advisor – Tax Compliance in the CRS/FATCA/QI/QDD Tax expertise Centre team...  ...tax or legalExperience in securities and/or good knowledge of financial markets and productsKnowledge of the rules and requirements related... 
    Senior
    Flexible hours

    Banque Nationale du Canada

    Winnipeg, MB
    57 minutes ago
  • A career as a Senior Advisor, U.S. Tax Operations in the Tax activities team at National Bank is an opportunity to grow within a unifying group...  ...of processes to be optimised and proactively take charge of planning activities for deliverables Lead workshops with several... 
    Senior
    Flexible hours

    National Bank of Canada

    Winnipeg, MB
    50 minutes ago
  •  ...Desjardins Group in Montreal, QC, seeks a Senior Tax Advisor to lead complex tax strategies for clients within the Desjardins network. You will...  ...initiatives. With six-plus years in taxation and financial planning, you will develop advanced tax guidance, support corporate... 
    Senior

    Desjardins

    Winnipeg, MB
    3 days ago
  •  ...Build the future with us Are you driven by financial performance, strategic analysis and the...  ...confident and secure about their future? As a Senior Financial Performance Advisor, you will play a key role in financial planning, results analysis, monitoring the performance... 
    Senior
    Flexible hours

    iA Financial Group

    Winnipeg, MB
    57 minutes ago
  • Apply tax planning expertise to Scotiatrust’s complex estate, trust, and corporate matters from anywhere in Canada. Support wealth partners and colleagues through specialized guidance.The Senior Manager, Tax, Product & Planning provides tax support, company management experience... 
    Senior

    Scotiabank

    Winnipeg, MB
    48 minutes ago
  •  ..., is recognized for the strength of its tax practice, its collaborative approach and...  ...strategic matters, the firm is seeking a senior tax planning lawyer to strengthen its team and...  ...internal tax professionals and external advisors on structuring mandates. The role offers... 
    Senior
    Long term contract
    Temporary work
    Private practice

    Lépine Talent inc.

    Winnipeg, MB
    57 minutes ago
  • $140.84k - $187.32k per year

    Role: Senior Manager, Financial Planning & Analysis (FP&A)Status: Full-Time, Regular Department: Finance Location: MarkhamCompensation: $140,842...  ...supported corporate functions. Act as a strategic financial advisor to senior leaders, providing insight, constructive... 
    Senior
    Full time

    Enercare

    Winnipeg, MB
    52 minutes ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Planning & Tax Advisor. Be the first to apply!