Banque Nationale du Canada
Senior Financial Planning Advisor
Job Description
Area(s) of interest: Advisory services, Commercial banking
Location(s): Montreal
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF Investment Advisors (IAs) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans.
The mission of the sector is to provide expertise and high‑quality services in advanced financial planning, taxation, and estate planning.
Responsibilities
- Become a go‑to resource for financial planning within the client advisory team at one of Canada’s largest asset management firms
- Conduct client interviews, build trust‑based relationships, and prepare financial plans tailored to each high‑net‑worth client’s needs
- Collaborate effectively as a team player and maintain relationships with numerous internal and external stakeholders
- Manage multiple ...