National Bank Senior Financial Planning Expert
National Bank of Canada • toronto, Canada
Role Description
Empower clients as a Senior Financial Planning Advisor at National Bank Financial. Provide expert guidance in taxation and estate planning while delivering personalized financial plans that meet diverse client needs.
Join the National Bank Financial team in the Greater Toronto area and collaborate with tax experts and estate planners. This position demands a proactive approach to client consultations, including managing multiple financial cases and developing effective strategies. You will enhance clients' financial well-being and contribute to the firm’s growth.
Key Responsibilities:
• Conduct client interviews and establish trust
• Create customized financial plans tailored to client needs
• Collaborate with financial planners and tax specialists
• Manage complex financial cases with tight deadlines
• Identify and pursue business opportunities for NBF services
Requirements:
• 5+ years of experience in financial planning
• Bachelor’s degree in relevant fi...
Join the National Bank Financial team in the Greater Toronto area and collaborate with tax experts and estate planners. This position demands a proactive approach to client consultations, including managing multiple financial cases and developing effective strategies. You will enhance clients' financial well-being and contribute to the firm’s growth.
Key Responsibilities:
• Conduct client interviews and establish trust
• Create customized financial plans tailored to client needs
• Collaborate with financial planners and tax specialists
• Manage complex financial cases with tight deadlines
• Identify and pursue business opportunities for NBF services
Requirements:
• 5+ years of experience in financial planning
• Bachelor’s degree in relevant fi...