Strategic Financial Planner

2 weeks ago


Montreal, Canada National Bank of Canada Full time

A leading financial institution is seeking a Financial Planner in Montreal to provide expert financial advice and draft personalized financial plans for clients. Responsibilities include identifying clients' needs, offering customized solutions, and developing business opportunities. Ideal candidates should have a Bachelor's degree, MFR licence, and experience in financial advisory services. Join a mission-driven team that values inclusivity and personal growth, with a range of benefits including health programs and flexible insurance options.
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