Financial Planning Expert

1 week ago

SaintGeorges, Quebec, Canada National Bank Full time

Job Summary

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact on people's financial well-being.

Key Responsibilities

  • Provide expert financial planning advice to clients
  • Draft and implement financial plans to meet clients' goals
  • Develop and maintain strong business relationships with clients
  • Continuously develop and improve financial planning skills and knowledge

About National Bank

National Bank is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. We offer a range of financial products and services, including investment advice, retirement planning, and estate planning.

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