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Financial Planner & Client-Advisory Specialist

Company: Banque Nationale du Canada

Location: montreal, London

Posted: June 03, 2026

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Position Details

A leading financial institution is seeking a Financial Planner in Montreal. The role involves advising clients on investments, creating tailored financial plans, and driving business growth. Ideal candidates will hold a Bachelor's degree, have a diploma from the IPF or be pursuing one, and possess experience in portfolio management and business development. The company offers flexible benefits and a collaborative work environment, emphasizing professional growth and inclusivity.
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