National Bank Senior Financial Advisor Role
National Bank of Canada • montreal (administrative region), Canada
Role Description
Become a leading financial expert as a Senior Financial Advisor at National Bank Financial, focused on tailored financial planning for high-net-worth clients in Greater Montreal. Support and train your team of Investment Advisors with your extensive knowledge.
This role, requiring a minimum of 15 years of financial planning expertise, will have you engaged in comprehensive case management and client relationship building. You will prepare and deliver strategies that align with individual client needs, all while navigating a fast-paced environment.
Key Responsibilities:
• Create customized financial plans for affluent clientele
• Conduct thorough client interviews and build trust
• Manage complex financial cases efficiently
• Offer training in financial planning to Investment Advisors
• Recognize and develop business opportunities for NBF
Requirements:
• 15 years of experience in financial advisory
• University degree in finance or a related discipline
•...
This role, requiring a minimum of 15 years of financial planning expertise, will have you engaged in comprehensive case management and client relationship building. You will prepare and deliver strategies that align with individual client needs, all while navigating a fast-paced environment.
Key Responsibilities:
• Create customized financial plans for affluent clientele
• Conduct thorough client interviews and build trust
• Manage complex financial cases efficiently
• Offer training in financial planning to Investment Advisors
• Recognize and develop business opportunities for NBF
Requirements:
• 15 years of experience in financial advisory
• University degree in finance or a related discipline
•...