Senior Financial Planning Advisor Montreal

Enhance financial advisory skills with National Bank Financial as a Senior Financial Planning Advisor in Greater Montreal. Tailor financial plans for high-net-worth clients and support the advisory team.
In this vital role at National Bank Financial, you will leverage 15 years of financial advisory experience. Prepare personalized financial plans by conducting client interviews and collaborating with financial specialists. Your expertise will ensure that clients receive comprehensive support while managing complex cases under tight deadlines.
Key Responsibilities:
• Serve as the primary resource for financial planning
• Conduct client interviews for tailored financial plans
• Collaborate with specialists for comprehensive client support
• Manage complex financial cases efficiently
• Train Investment Advisors in financial planning techniques
Requirements:
• 15 years of experience in financial advisory
• University degree in finance or related field
• In-...