Chief Advisor, Financial Planning Services

As a Chief Advisor at National Bank Financial, you'll shape high-level financial plans for high-net-worth clients. Embrace a pivotal role leveraging your expertise in a multidisciplinary team environment.

In this senior position based in Moncton or Halifax, your focus will be on delivering top-notch financial planning services. You'll be tasked with managing complex files, conducting client interviews, and fostering long-term relationships while working alongside various partners. The role also includes training Investment Advisors and assisting in the expansion of business opportunities.

Key Responsibilities:
• Become a pivotal financial planning expert within your team
• Conduct thorough client interviews and build strong ties
• Manage multiple complex financial files under tight schedules
• Execute training sessions for Investment Advisors
• Identify and pursue business opportunities for NBF solutions

Requirements:...