Banque Nationale du Canada
Financial Planning Advisor - National Bank Role
Job Description
Drive your advisory career forward at National Bank Financial as a Senior Financial Planning Advisor based in Montreal. Focus on high-net-worth client needs through specialized financial plans.
As a senior advisor, you will become the go-to resource on financial planning in a premier asset management firm. Engage in client interviews, build strong partnerships, and create tailored financial strategies. You'll also have the opportunity to provide training for Investment Advisors and expand business opportunities across the organization.
Key Responsibilities:
• Conduct interviews and foster client relationships
• Prepare personalized financial plans tailored to clients
• Deliver financial planning training for advisors
• Identify new business opportunities in advisory services
• Collaborate with various internal and external stakeholders
Requirements:
• 15+ years of relevant experience in financial advising
• University degree in finance or a related field
As a senior advisor, you will become the go-to resource on financial planning in a premier asset management firm. Engage in client interviews, build strong partnerships, and create tailored financial strategies. You'll also have the opportunity to provide training for Investment Advisors and expand business opportunities across the organization.
Key Responsibilities:
• Conduct interviews and foster client relationships
• Prepare personalized financial plans tailored to clients
• Deliver financial planning training for advisors
• Identify new business opportunities in advisory services
• Collaborate with various internal and external stakeholders
Requirements:
• 15+ years of relevant experience in financial advising
• University degree in finance or a related field