Principal Advisor Financial Planning

A career as an expert advisor in the team of the Centre d'expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax specialist for GP1859's clients. This job allows you to have a positive impact on our organization, thanks to your communication and analytical skills and your experience in financial planning and taxation.

Your role

• Provide support and guidance on complex questions to Private Banking 1859 advisors.
• Work with advisors to analyze different situations and develop tools to promote advisors’ autonomy and efficiency (e.g., retirement projections).
• Carry out financial planning for PB 1859 clients.
• Meet with clients (and their legal professionals and tax experts, as required) and advisors to present analyses and financial planning integrated to their files.
• Devise and conduct training activities with targeted organizations inside and outside the Bank. ...