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Senior Professional Advisor

7 days ago

Québec, Quebec, Canada National Bank Full time

Job Description

We are seeking a highly skilled and experienced Senior Financial Planner to join our team. As a key member of our advisory services team, you will be responsible for providing personalized financial planning and investment advice to our clients.

Key Responsibilities:

  • Identify clients' investment and financing needs to draft customized financial plans
  • Advise clients on market trends and offer tailored solutions
  • Create business development opportunities to increase client portfolios
  • Maintain high-quality service standards and ensure compliance with regulatory requirements

Your Team

You will work closely with a diverse team of professionals who share your passion for delivering exceptional client service and building long-term relationships.