Banque Nationale du Canada
Principal Advisor Financial Planning
Job Description
Area(s) of interest: Advisory services, Commercial banking
Location(s): Montreal
A career as an expert advisor in the team of the Centre d'expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax specialist for GP1859's clients. This job allows you to have a positive impact on our organization, thanks to your communication and analytical skills and your experience in financial planning and taxation.
Your role
- Provide support and guidance on complex questions to Private Banking 1859 advisors.
- Work with advisors to analyze different situations and develop tools to promote advisors’ autonomy and efficiency (e.g., retirement projections).
- Carry out financial planning for PB1859 clients.
- Meet with clients (and their legal professionals and tax experts, as required) and advisors to present analyses and financial planning integrated to their files.