Become a Senior Financial Planning Advisor at National Bank Financial, focusing on high-net-worth clients. Leverage your expertise in financial planning, taxation, and estate planning to create tailored strategies.
In this position, you will conduct client interviews to assess needs and build comprehensive financial plans. With a minimum of five years' experience, your role involves guiding Investment Advisors and clients, managing complex files, and identifying new business opportunities. You'll be part of an agile and collaborative team across Canada dedicated to exceptional financial and wealth management services.
Key Responsibilities:
- Conduct client interviews and develop personalized financial plans
- Provide expertise on tax and estate planning matters
- Maintain trusted relationships with stakeholders
- Manage multiple complex files to meet deadlines
- Identify new business opportunities for financial products
Requirements:
- University degree in finance or related field
- 5+ years of relevant financial planning experience
- Membership in Financial Planning Canada
- Strong analytical skills and ability to simplify concepts
- Available to work in Greater Toronto Area offices
Utilize your financial planning expertise to support high-net-worth clients at National Bank Financial.
Senior Financial Planning Advisor National Bank in Toronto 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
