Lead Financial Planner (WR: 824)
Angus Watt Advisory Group at National Bank Financial
Our client, The Angus Watt Advisory Group at National Bank Financial Wealth Management, is recognized as one of Canada’s Top 50 financial planning firms, renowned for helping individuals and businesses achieve financial success through tailored solutions in investment management, wealth-building, and comprehensive financial planning. Guided by core values of trust, clarity, and heart, they deliver award-winning services rooted in a client-focused approach. Committed to building lasting relationships and giving back to the community, the group is deeply engaged in supporting local initiatives, reflecting their belief in fostering prosperity for all. Their dedication to excellence and social impact has earned them accolades, including National Bank Financial’s Award of Excellence for Social Commitment.
The Lead Financial Planner will be involved in leading and delivering high-quality financial planning strategies while optimizing team systems and workflows to enhance efficiency and client satisfaction. The successful candidate will design and implement a strategic framework for financial planning, contribute to meeting annual targets, and mentor and guide team members to foster their growth and collaboration. With a focus on excellence, consistency, and client-centered solutions, they will play a key role in driving the success of the financial planning team and ensuring exceptional service delivery. Their leadership will help shape a culture of innovation, accountability, and continuous improvement within the team.
The ideal candidate will have at least 10 years of client-facing financial planning experience, a CFP designation, and advanced knowledge of Canadian taxes, insurance strategies, and the Microsoft Office Suite. They should excel in building trust and long-term relationships, possess sharp analytical and organizational skills, and have a strong attention to detail. Experience working with high-net-worth clients, familiarity with financial planning software, and expertise in corporate and individual taxation are valuable assets. They will bring a professional presence and the ability to effectively engage with clients and stakeholders.
If you are interested in learning more about this exciting opportunity, please apply below or reach out to Mackenzie Boessenkool at mackenzie@humanisadvisory.com.
