Job Description
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) is a rewarding opportunity to support clients and NBF investment advisors (IA) in their financial planning needs by providing relevant financial information, consulting with clients and preparing comprehensive financial plans.
Our team’s mission is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning. You will work with a team of estate planners, taxation experts and financial planners located across Canada.
- Become one of the references in financial planning within the client advisory team of one of the largest asset management firms in Canada!
- Conduct interviews with clients, establish a trust relationship with them, and offer consulting meetings and/or create financial plans tailored to the needs of each high-net-worth client
- Be a team player, maintain relationships with numerous internal and external st...