Current jobs related to Financial Planner Manager - Rimouski Quebec GK, Les Basques - National Bank

  • Financial controller

    2 months ago

    Terrebonne, Quebec, H0H, Les Moulins, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career-I'm looking for a Financial Controller for a fast-growing construction company. ...

  • costing analyst

    7 days ago

    Saint-Hyacinthe, Quebec, Les Maskoutains, Canada Fed Finance Canada Full time

    Main responsibilities- Participate in setting up the accounting system to operate the plants;- Performs follow-ups and variance analyses;- Participate in the month-end accounting process and prepare journal entries;- Propose recommendations to optimize costs and improve operational efficiency;- Support plant management by performing various financial...

  • Fiscalist

    5 months ago

    Saint-Hyacinthe, Quebec, J0H, Les Maskoutains, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Un cabinet comptable Hello, I'm Marine, Recruitment Consultant with Fed...

  • Directeur général

    2 months ago

    Mont-Tremblant, Quebec, J0T, Les Laurentides, Canada Homewood Suites Mont-Tremblant par Hilton Full time

    Lieu de travail : Les Residence Inn Mont-Tremblant Manoir Labelle et Homewood Suites by Hilton Mont-Tremblant Resort, deux destinations incontournables nichées au cœur du majestueux Mont-Tremblant. Offrant un cadre à la fois chaleureux et raffiné, ces deux hôtels capturent l'essence de l'hospitalité en plein air, avec une vue imprenable sur...

  • Accounting Technician

    5 months ago

    Prevost, Quebec, J0R, Les Pays-d'en-Haut, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.Fondé en 2001, le cabinet Fed Finance est spécialiste du recrutement temporaire...

  • Financial Planner Relationship Manager

    4 weeks ago

    Rimouski, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada in Rimouski, Canada. As an RBC Financial Planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning advice and ongoing services.Key...

  • Financial Planner Relationship Manager

    4 weeks ago

    Rimouski, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada in Rimouski, Canada. As an RBC Financial Planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning advice and ongoing services.Key...

  • Senior Financial Planner

    1 week ago

    Rimouski, Canada Royal Bank of Canada Full time

    Opportunity OverviewThis is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada. As a financial planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through...

  • Financial Planner Relationship Manager

    4 weeks ago

    Rimouski, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join the Royal Bank of Canada team in the Rimouski branch.What We Offer:Manage and grow a portfolio of mass affluent clientsProvide ongoing comprehensive reviews of clients' financial circumstancesCreate long-term relationships through superior advice, financial planning...

  • Financial Planner Relationship Manager

    4 weeks ago

    Rimouski, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join the Royal Bank of Canada team in the Rimouski branch.What We Offer:Manage and grow a portfolio of mass affluent clientsProvide ongoing comprehensive reviews of clients' financial circumstancesCreate long-term relationships through superior advice, financial planning...

  • Financial Planner Relationship Manager

    4 weeks ago

    Rimouski, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join the Royal Bank of Canada team in the Rimouski branch.What We Offer:Manage and grow a portfolio of mass affluent clientsProvide ongoing comprehensive reviews of clients' financial circumstancesCreate long-term relationships through superior advice, financial planning...

  • Financial Planner Relationship Manager

    4 weeks ago

    Rimouski, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join the Royal Bank of Canada team in the Rimouski branch.What We Offer:Manage and grow a portfolio of mass affluent clientsProvide ongoing comprehensive reviews of clients' financial circumstancesCreate long-term relationships through superior advice, financial planning...

  • Financial Planning Relationship Manager

    2 weeks ago

    Rimouski, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWe are seeking a talented Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior...

  • Financial Planner in Training

    4 weeks ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a National Bank Financial Planner in Training means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.Your jobIdentify clients’...

  • Financial Planning Relationship Manager

    2 weeks ago

    Rimouski, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWe are seeking a talented Financial Planner to join our growing team of financial planning professionals in Quebec.As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term...

  • Financial Planning Expert

    2 weeks ago

    Rimouski, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada. As an RBC Financial Planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through...

  • Financial Planning Expert

    2 weeks ago

    Rimouski, Canada Royal Bank of Canada Full time

    Opportunity OverviewThis is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through...

  • Financial Planner

    2 months ago

    Saint-Léonard, Quebec, Montréal, Canada National Bank Full time

    A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job Identify clients’ investment and...

  • Financial Planner

    4 months ago

    Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada National Bank Full time

    A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job Identify clients’ investment and...

  • Demand Planner

    1 month ago

    Montreal, Quebec, Québec, Canada MAAX BATH Full time

    The Demand Planner plays a key role in the demand management process. With the assistance of Marketing and Sales, the Demand Planner prepares the monthly forecast per product/customer. He/she supports the Demand Planning Manager in the monthly forecast review with sales team as well as participate in the Demand Consensus meeting as part of S&OP process....

  • Financial Manager

    4 weeks ago

    Rimouski, Quebec, Canada Masonite Full time

    Job Title: Financial ManagerMasonite is a global leader in the manufacturing of interior molded door panels. We are seeking a highly skilled Financial Manager to join our team in Sacré-Cœur, Côte-Nord.Job SummaryThe Financial Manager will be responsible for optimizing financial processes and systems, providing critical information for decision-making, and...

  • Financial Manager

    4 weeks ago

    Rimouski, Quebec, Canada Masonite Full time

    Job Title: Financial ManagerMasonite is a global leader in the manufacturing of interior molded door panels. We are seeking a highly skilled Financial Manager to join our team in Sacré-Cœur, Côte-Nord.Job SummaryThe Financial Manager will be responsible for optimizing financial processes and systems, providing critical information for decision-making, and...

  • Financial Services Representative

    5 months ago

    Quebec City, Canada National Bank of Canada Full time

    A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. **Your job**: - Optimize interactions with...

  • Estate planner

    4 weeks ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts! The mission of the...

  • Financial Services Representative

    5 months ago

    Quebec City, Quebec, Québec, Canada National Bank Full time

    A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. Your job: Optimize interactions with clients...

Financial Planner Manager

3 months ago

Rimouski Quebec GK, Les Basques, Canada National Bank Full time

As a Financial Planner Manager, you will play an important advisory role to financial planners in your sector. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to use your leadership. You can join a Bank where you will be recognized and where you can make a positive impact.


Your job

  • Promote the Bank's client service directions and be accountable for the application of the Bank's best practices within the region.
  • Identify growth opportunities, based on findings from market analyses provided by centralized units and knowledge of the region's unique realities.
  • Establish earnings growth targets for Financial Planner volume growth.
  • Participate in the diagnosis of problematic situations and intervene in the resolution of complex and contentious problems.
  • Ensure the hiring, development and performance management of the Financial Planners of his team.
  • Facilitate meetings and training sessions to encourage information sharing and knowledge transfer among team members
  • Create a climate conducive to engagement and ensure that team members demonstrate a high level of professionalism.
  • Conduct personalized meetings on a regular basis with Financial Planners to ensure the development of sales and customer service skills
Your team

With us, you benefit from the stability of a large company, an extensive territory with great potential, and working conditions that allow flexibility, all while contributing to building the lives of people here. The Financial Planner Manager manages a team of 13 Financial Planners for the Bas-Saint-Laurent, Gaspésie, and Iles region.

Our training programs, based on experiential learning, allow you to master your profession. Customized training content is available to support your continuous learning. Access to colleagues with different expertise, experiences, and diverse profiles enriches your development from all perspectives.


Prerequisites

  • Completed bachelor's degree, related to the sector of activity, and 10 years of relevant experience or completed Master's degree, related to the sector of activity, and 8 years of relevant experience
  • Graduate from the Institut québécois de planification financière (IQPF)
  • Experience in portfolio management with business development objectives to be achieved
  • Experience in personnel management
  • Good team player and have a collaborative spirit
Your benefits
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
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
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