Financial Advisor

4 days ago


Richmond, British Columbia, 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. As a key member of our team, you'll have the opportunity to develop your business relationships and leadership skills while having a positive impact on our clients' financial well-being.

Key Responsibilities:

  • Provide expert financial planning advice to clients to help them achieve their financial goals.
  • Draft and implement comprehensive financial plans that meet clients' needs and objectives.
  • Develop and maintain strong business relationships with clients to ensure their ongoing financial success.
  • Stay up-to-date with industry trends and developments to provide the best possible advice to clients.

Requirements:

  • Strong knowledge of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.


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