Senior Financial Advisor At National Bank Financial Longueuil

Elevate financial planning expertise with National Bank Financial as a Senior Financial Planning Advisor. Support clients and Investment Advisors by crafting comprehensive financial plans tailored to high-net-worth needs. In this pivotal role based in Greater Montreal, you will become an essential resource in a leading asset management firm.

Key Responsibilities Act as the go-to resource for financial planning within the advisory team Conduct client interviews and prepare personalized financial plans Collaborate with financial and tax specialists to ensure comprehensive client support Manage complex cases with tight deadlines efficiently Train Investment Advisors on financial planning techniques Requirements 15 years of relevant financial advisory experience University degree in finance or a related field In-depth knowledge of taxation and pension plans Proven experience in building skilled relationships Willingness to travel to multiple NBF offices Showcase your talent in financial planning and make a significant impact for clients at National Bank Financial. #J-18808-Ljbffr