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 will analyze complex client situations, prepare projections (including retirement), and develop tools to help advisors become more autonomous and effective. The role emphasizes training, thought leadership, and collaboration.
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Senior Financial Planning & Tax Strategist in Montréal employer: Banque Nationale du Canada
At National Bank of Canada, we pride ourselves on fostering a dynamic work culture that prioritizes employee growth and collaboration. As a Senior Advisor in Consumer Protection Compliance, you will benefit from a hybrid work arrangement, allowing for flexibility while engaging with senior leadership and shaping our compliance framework. Our commitment to regulatory excellence and risk management ensures that you will be part of a team that values your expertise and encourages meaningful contributions.
Contact Details:
Banque Nationale du Canada Recruitment Team
