National Bank Financial (NBF) in Canada seeks a Senior Financial Planning Advisor to support clients and IA teams with advanced financial planning, taxation and estate planning. This role emphasizes expert planning for high-net-worth individuals and collaboration with internal and external stakeholders. The candidate will interview clients, tailor comprehensive plans, maintain relationships, train investment advisors, and identify opportunities for NBF services across the Prairie region.
#J-18808-Ljbffr
📌 Senior Financial Planner - Elite Wealth & Estate Strategy (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.