Chief Advisor, Financial Planning Services Moncton

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 workplace. 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 solid ties • Manage multiple complex financial files under tight schedules • Execute training sessions for Investment Advisors • Identify and pursue business opportunities for NBF solutions Requirements: • Bachelor’s degree in a related discipline • CFP designation from FP Canada • At least five years of relevant experience • Solid understanding of financial and tax planning • Willingness to travel across Atlantic Canada Bring your financial planning acumen and strategic insight to elevate client service at National Bank Financial. J-18808-Ljbffr Required Skill Profession Finance Apply on Kit Job: kitjob.ca/job/2pz8kb