Senior Financial Planning Advisor for High-Net-Worth

Senior Financial Planning Advisor Join to apply for the Senior Financial Planning Advisor role at National Bank of Canada 1 week ago Be among the first 25 applicants A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing...

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients and collaborating with internal experts. The ideal candidate will have a university degree, a financial planning designation, and at least five years of experience. Strong...

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients and collaborating with internal experts. The ideal candidate will have a university degree, a financial planning designation, and at least five years of experience. Strong...

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients and collaborating with internal experts. The ideal candidate will have a university degree, a financial planning designation, and at least five years of experience. Strong...

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high net worth clients, building professional relationships, and facilitating workshops. Candidates should possess a university degree, relevant certifications, and a minimum of 5 years of experience in...

A leading bank in the Americas is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients, ensuring alignment with their needs. The ideal candidate will have a CPA, relevant degree, and a minimum of 5 years' experience. This position fosters team collaboration and...

A leading bank in the Americas is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients, ensuring alignment with their needs. The ideal candidate will have a CPA, relevant degree, and a minimum of 5 years' experience. This position fosters team collaboration and...

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial...

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced...

A major financial institution is seeking a Senior Estate Planning Drafting Advisor in Montreal to collaborate with estate planning specialists and provide high-quality recommendations for high-net-worth clients. The ideal candidate will have at least 10 years of relevant experience in estate planning, a good understanding of taxation, and strong...