Senior Financial Planning Advisor
National Bank · Canada
Full-time
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Job description
A career as a Senior Financial Planner within the Financial Planning Team at National Bank Financial (NBF) means acting as a trusted advisor to high-net-worth clients and Investment Advisors by developing comprehensive financial plans tailored to their unique needs. This role allows you to make a meaningful impact on our organization through your deep expertise in financial planning, taxation, retirement, and wealth transfer strategies. Your role Conduct client interviews, build long-term trust…