Join National Bank in Montreal as a Principal Advisor and specialize in financial planning and taxation. Help shape the futures of clients through expert advisory services.
This advisory role is crucial in supporting advisors within Private Banking 1859. You will tackle complex financial questions, create tailored financial plans, and ensure effective communication with clients and external experts. Your insights will inform training programs and enhance operational efficiency across the team, while staying informed on relevant tax legislation is paramount.
Key Responsibilities:
• Support Private Banking advisors with expert guidance
• Develop and enhance financial planning tools
• Prepare integrated financial plans for various clients
• Facilitate training and knowledge-sharing sessions
• Monitor legislative changes for client impact analysis
Requirements:
• Bachelor's degree and Master's in taxation or law
• Over 10 years in integrated financial planning...