Conseiller En Planification (Montreal)

Conseiller En Planification (Montreal)

16 Sep
|
Financière Banque Nationale
|
Montreal

16 Sep

Financière Banque Nationale

Montreal

Ce poste consiste à supporter la clientèle et les conseillers en placement en planification successorale, en fournissant des informations générales ou spécifiques sur les successions, retraites et fiscalité. Le rôle implique des entrevues clients, la rédaction de recommandations, et des formations.

📌 Conseiller En Planification (Montreal)
🏢 Financière Banque Nationale
📍 Montreal

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