Current jobs related to Financial Planner - la prairie - National Bank
-
Financial Planner
4 days ago
La Prairie, Quebec, Canada NBC Full time{"h1": "Financial Planner Role", "p": "As a financial planner at NBC, you will play a key role in helping clients achieve their life goals through personalized financial planning. You will work closely with the team to identify clients\u2019 investment and financing needs and offer tailored solutions. Your responsibilities will include: * Realizing...
-
Financial Planner
4 days ago
La Prairie, Quebec, Canada NBC Full time{"h1": "Financial Planner Role", "p": "As a financial planner at NBC, you will play a key role in helping clients achieve their life goals through personalized financial planning. You will work closely with the team to identify clients\u2019 investment and financing needs and offer tailored solutions. Your responsibilities will include: * Realizing...
-
Financial Planner
4 months ago
La Prairie, Canada NBC Full timeArea of Interest: Advisory services, Personal banking ...
-
Financial Services Professional
3 weeks ago
La Prairie, Quebec, Canada NBC Full timeJob DescriptionRole Summary: As a Financial Planner at NBC, you will play a key role in providing personalized financial planning services to our clients. You will work closely with our team to help clients achieve their financial goals through the development of tailored financial plans.Key Responsibilities:Develop and implement comprehensive financial...
-
Financial Services Professional
2 weeks ago
La Prairie, Quebec, Canada NBC Full timeJob DescriptionRole Summary: As a Financial Planner at NBC, you will play a key role in providing personalized financial planning services to our clients. You will work closely with our team to help clients achieve their financial goals through the development of tailored financial plans.Key Responsibilities:Develop and implement comprehensive financial...
-
Investment Planning Specialist
1 month ago
La Prairie, Quebec, Canada Banque Nationale Full timeRole Overview: As a Financial Strategy Planner, you will be instrumental in guiding clients towards their financial aspirations by crafting tailored financial strategies. Your role encompasses comprehensive financial planning, assessing investment and financing requirements, fostering business growth, managing client relationships, and ensuring adherence to...
-
Personal Finance Advisor
3 weeks ago
La Prairie, Quebec, Canada NBC Full timeJob DescriptionRole Summary: As a Financial Planner at NBC, you will play a key role in providing personalized financial planning services to our clients. You will work closely with our team to help clients achieve their financial goals through the development of tailored financial plans.Key Responsibilities:Develop and implement comprehensive financial...
-
Personal Finance Advisor
2 weeks ago
La Prairie, Quebec, Canada NBC Full timeJob DescriptionRole Summary: As a Financial Planner at NBC, you will play a key role in providing personalized financial planning services to our clients. You will work closely with our team to help clients achieve their financial goals through the development of tailored financial plans.Key Responsibilities:Develop and implement comprehensive financial...
-
Physician Resource Planner
2 weeks ago
Grande Prairie, Canada Alberta Health Services Full timeJob SummaryWe are seeking a highly skilled and experienced Physician Resource Planner to join our team at Alberta Health Services. The successful candidate will be responsible for developing and implementing strategies to support the effective and efficient functioning of our strategic Recruitment Program within the North Zone.Key ResponsibilitiesDevelop and...
-
Physician Resource Planner
3 weeks ago
Grande Prairie, Canada Alberta Health Services Full timeJob SummaryWe are seeking a highly skilled and experienced Physician Resource Planner to join our team at Alberta Health Services. The successful candidate will be responsible for developing and implementing strategies to support the effective and efficient functioning of our strategic Recruitment Program within the North Zone.Key ResponsibilitiesDevelop and...
-
Physician Resource Planner
2 weeks ago
Grande Prairie, Canada Alberta Health Services Full timeAbout the RoleThe Physician Resource Planner plays a critical role in supporting the effective and efficient functioning of the strategic Recruitment Program within the North Zone. This position requires a comprehensive understanding of business processes and the ability to apply best practices and knowledge regarding internal organization and external...
-
Physician Resource Planner
2 weeks ago
Grande Prairie, Canada Alberta Health Services Full timeAbout the RoleThe Physician Resource Planner plays a critical role in supporting the effective and efficient functioning of the strategic Recruitment Program within the North Zone. This position requires a comprehensive understanding of business processes and the ability to apply best practices and knowledge regarding internal organization and external...
-
Lead Project Controls
3 months ago
La Prairie, Canada GE Renewable Energy Full time**Job Description Summary**: This role is to provide Project Controls which includes schedule and cost controlling on projects. This role is for Project Controllers who are responsible for both cost and schedule on projects and or larger projects where this person will lead a team of people providing cost and schedule controls for a project. **About...
-
Event Coordinator
3 days ago
Grande Prairie, Canada Fun Park Grande Prairie Inc. Full timeEvent Planner Job DescriptionWe are seeking a highly organized and detail-oriented Event Planner to join our team at Fun Park Grande Prairie Inc. As an Event Planner, you will be responsible for planning and executing events that exceed our guests' expectations.Key Responsibilities:Site Selection and Management: Inspect and select sites that meet our event...
-
Event Coordinator
3 days ago
Grande Prairie, Canada Fun Park Grande Prairie Inc. Full timeEvent Planner Job DescriptionWe are seeking a highly organized and detail-oriented Event Planner to join our team at Fun Park Grande Prairie Inc. As an Event Planner, you will be responsible for planning and executing events that exceed our guests' expectations.Key Responsibilities:Site Selection and Management: Inspect and select sites that meet our event...
-
Event Coordinator
21 hours ago
Grande Prairie, Canada Fun Park Grande Prairie Inc. Full timeEvent Planner Job DescriptionWe are seeking a highly organized and detail-oriented Event Planner to join our team at Fun Park Grande Prairie Inc. As an Event Planner, you will be responsible for planning and executing events that exceed our guests' expectations.Key Responsibilities:Site Selection and Management: Inspect and select sites that meet our event...
-
Event Coordinator
18 hours ago
Grande Prairie, Canada Fun Park Grande Prairie Inc. Full timeEvent Planner Job DescriptionWe are seeking a highly organized and detail-oriented Event Planner to join our team at Fun Park Grande Prairie Inc. As an Event Planner, you will be responsible for planning and executing events that exceed our guests' expectations.Key Responsibilities:Site Selection and Management: Inspect and select sites that meet our event...
-
Physician Resource Planner, North Zone
1 month ago
Grande Prairie, Canada Alberta Health Services Full timeYour Opportunity: The Physician Resource Planner – Develops and implements the organization and execution of activities that support the effective and efficient functioning of a strategic Recruitment Program within the north zone. Works in partnership with the North Zone and Provincial Medical Affairs teams, AHS healthcare facility leads, external...
-
Physician Resource Planner, North Zone
1 month ago
Grande Prairie, Canada Alberta Health Services Full timeYour Opportunity: The Physician Resource Planner – Develops and implements the organization and execution of activities that support the effective and efficient functioning of a strategic Recruitment Program within the north zone. Works in partnership with the North Zone and Provincial Medical Affairs teams, AHS healthcare facility leads, external...
-
Physician Resource Planner, North Zone
2 months ago
Grande Prairie, Canada Alberta Health Services Full timeYour Opportunity: The Physician Resource Planner – Develops and implements the organization and execution of activities that support the effective and efficient functioning of a strategic Recruitment Program within the north zone. Works in partnership with the North Zone and Provincial Medical Affairs teams, AHS healthcare facility leads, external...
Financial Planner
3 months ago
As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. You can join a Bank where you will be recognized and where you can make a positive impact
You will be working at our Branch on La Prairie.
Your role
- Realize personalized financial planning that will meet the needs and objectives of your clients
- Identify clients' investment and financing needs in order to offer them the best financial planning solutions
- Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
- Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
- Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules
Your team
With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Prerequisites
- Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services
- Diploma from the Institut Québécois de Planification Financière (IQPF) is requested or in process of obtaining the certificate in the next 12 months
- Mutual Fund Representative (RCM) Licence
- Portfolio management experience with business development objectives to achieve
- Good team player and have a collaborative spirit
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us