National Bank of Canada
Senior Financial Planner at National Bank
Job Description
Advance your career with National Bank Financial as a Senior Financial Planner, focusing on creating comprehensive financial solutions for high-net-worth clients.
As a key member of the NBF advisory team, you will engage with clients across Alberta and the Prairies, tailoring financial strategies to meet their unique needs. Your responsibilities will encompass client interviews, relationship management with stakeholders, and delivering training on financial planning best practices. Collaborate closely with financial, estate, and tax planning colleagues to provide best-in-class service.
Key Responsibilities:
• Act as a reference in financial planning within the advisory unit
• Interview clients to tailor their financial plans
• Handle diverse cases while meeting deadlines
• Provide financial training sessions to investment advisors
• Identify and develop new business opportunities for NBF
Requirements:
• Minimum 15 years of relevant experience
• University ...
As a key member of the NBF advisory team, you will engage with clients across Alberta and the Prairies, tailoring financial strategies to meet their unique needs. Your responsibilities will encompass client interviews, relationship management with stakeholders, and delivering training on financial planning best practices. Collaborate closely with financial, estate, and tax planning colleagues to provide best-in-class service.
Key Responsibilities:
• Act as a reference in financial planning within the advisory unit
• Interview clients to tailor their financial plans
• Handle diverse cases while meeting deadlines
• Provide financial training sessions to investment advisors
• Identify and develop new business opportunities for NBF
Requirements:
• Minimum 15 years of relevant experience
• University ...