Senior Financial Planning Associate
National Bank of Canada
Advance client financial planning through National Bank Financial Wealth Management as a Senior Wealth Associate. Coordinate professionals, communications and implementation with attention to detail.This position contributes to comprehensive financial planning and personalized investment solutions. You will collaborate with planning professionals, investment advisors and a portfolio manager. The role also includes team development, annual business planning and progress monitoring.Key Responsibilities:
Participate in financial and estate planning activitiesCoordinate communications with clients and professional advisorsPrepare planning content, files and follow-up actionsCoach and train new team membersMonitor progress toward established business goalsRequirements:
Minimum five years of relevant financial planning experienceKnowledge of financial markets, investment products and trendsCSC and/or Conduct and Practices Handbook Course completedStrong written and verbal communication skillsInitiative, organization and attention to detailCombine financial planning, wealth management and collaborative leadership skills to strengthen client experiences at National Bank Financial Wealth Management.
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Participate in financial and estate planning activitiesCoordinate communications with clients and professional advisorsPrepare planning content, files and follow-up actionsCoach and train new team membersMonitor progress toward established business goalsRequirements:
Minimum five years of relevant financial planning experienceKnowledge of financial markets, investment products and trendsCSC and/or Conduct and Practices Handbook Course completedStrong written and verbal communication skillsInitiative, organization and attention to detailCombine financial planning, wealth management and collaborative leadership skills to strengthen client experiences at National Bank Financial Wealth Management.
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Vacancy posted 1 hour ago
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