National Bank of Canada is seeking a senior financial planning analyst on the Financial and Estate Planning team to support wealth management through financial analysis, file coordination and information management.
You will analyze requests from Investment Advisors, coordinate data collection, prepare documents for the planning experts, and collaborate with advisors and stakeholders to ensure a seamless client experience.
📌 Senior Financial Planning Analyst - Hybrid Wealth Mgmt (Montreal)
🏢 National Bank of Canada
📍 Montreal
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