Principal Financial Advisor Tax Specialist
National Bank of Canada • montreal (administrative region), Canada
Role Description
Join the team at National Bank as a Principal Advisor to deliver integrated financial planning and taxation solutions at GP1859. Use your expertise to impact client financial health.
As a trusted resource for Private Banking 1859, your responsibilities will include guiding advisors in complex scenarios and implementing financial planning for clients. You'll collaborate with various professionals to create comprehensive financial strategies and deliver training sessions that enhance advisor capabilities. Staying informed on tax law innovations will be crucial for your success in this role.
Key Responsibilities:
• Provide complex financial support for advisors
• Create autonomy-promoting tools for advisors
• Implement personalized financial planning for PB1859 clients
• Conduct client meetings alongside professionals
• Publish findings and represent at conferences
Requirements:
• Bachelor’s and master’s degrees in relevant fields
• At least ten years of expe...
As a trusted resource for Private Banking 1859, your responsibilities will include guiding advisors in complex scenarios and implementing financial planning for clients. You'll collaborate with various professionals to create comprehensive financial strategies and deliver training sessions that enhance advisor capabilities. Staying informed on tax law innovations will be crucial for your success in this role.
Key Responsibilities:
• Provide complex financial support for advisors
• Create autonomy-promoting tools for advisors
• Implement personalized financial planning for PB1859 clients
• Conduct client meetings alongside professionals
• Publish findings and represent at conferences
Requirements:
• Bachelor’s and master’s degrees in relevant fields
• At least ten years of expe...