Senior Wealth Financial Planner
National Bank of Canada
Advance high-net-worth client strategies through financial planning, taxation, and estate planning expertise with National Bank Financial in a hybrid environment.As a Senior Financial Planning Advisor on the Advanced Financial Planning team, you will serve high-net-worth clients and Investment Advisors. You will develop comprehensive plans, provide guidance on financial, tax, retirement, and estate matters, and support wealth management objectives. The national team collaborates across Canada.Key Responsibilities:
Conduct client interviews and assess financial situationsDevelop personalized financial plans and practical strategiesGuide Investment Advisors on complex planning mattersBuild trusted internal and external partner relationshipsIdentify opportunities related to National Bank Financial servicesRequirements:
Relevant university degree in finance or related disciplineMinimum five years of relevant financial planning experienceFinancial Planning Canada membershipKnowledge of taxation and retirement planningExperience serving high-net-worth clients and simplifying complex conceptsBring analytical financial planning expertise and collaborative wealth management skills to National Bank Financial’s advanced advisory team.
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Conduct client interviews and assess financial situationsDevelop personalized financial plans and practical strategiesGuide Investment Advisors on complex planning mattersBuild trusted internal and external partner relationshipsIdentify opportunities related to National Bank Financial servicesRequirements:
Relevant university degree in finance or related disciplineMinimum five years of relevant financial planning experienceFinancial Planning Canada membershipKnowledge of taxation and retirement planningExperience serving high-net-worth clients and simplifying complex conceptsBring analytical financial planning expertise and collaborative wealth management skills to National Bank Financial’s advanced advisory team.
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Vacancy posted 1 hour ago
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