Banque Nationale du Canada in Montreal seeks a Financial Planning Expert Advisor to act as a planner and tax specialist for Private Banking 1859 clients. You will deliver integrated financial plans and provide recommendations alongside advisors and tax professionals.
You will analyze complex client situations, prepare projections (including retirement), and develop tools to help advisors become more autonomous and effective. The role emphasizes training, thought leadership, and collaboration.
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📌 Senior Financial Planning & Tax Strategist (Montreal)
🏢 Banque Nationale du Canada
📍 Montreal
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