Conseiller senior planification financière avancée
National Bank of Canada
La planification financière avancée et la fiscalité vous définissent? Travaillez en mode hybride auprès d’une clientèle fortunée à la Financière Banque Nationale.
Comme conseiller senior en planification financière, vous conseillez les clients et les conseillers en placement. Vous mobilisez vos connaissances en fiscalité, planification successorale et gestion de patrimoine. Vous concevez des stratégies personnalisées adaptées aux situations complexes et aux objectifs patrimoniaux des clients. Vous collaborez avec une équipe pancanadienne de spécialistes.
Responsabilités clés:
- Analyser les situations financières lors des entrevues clients
- Élaborer des plans financiers complets et personnalisés
- Conseiller clients et conseillers en placement
- Gérer plusieurs dossiers complexes selon les échéanciers
- Développer des relations avec les partenaires internes et externes
Exigences:
- Diplôme universitaire pertinent et cinq années d’expérience
- Membre de Financial Planning Canada
- Connaissance approfondie de la fiscalité et des régimes de retraite
- Expérience auprès d’une clientèle fortunée
- Disponibilité dans la région du Grand Toronto
Mettez votre expertise en planification financière, fiscalité et succession au service de dossiers patrimoniaux complexes et personnalisés.
#J-18808-LjbffrVacancy posted 6 hours ago
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