Financial Planner
4 weeks ago
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 financing needs in order to draft a personalized financial plan Advise clients based on their needs and market trends to offer customized solutions Create business development opportunities to increase the number of clients and the volume of existing portfolios Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed Your team With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role. Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development. Prerequisites : Bachelor's degree or equivalent recognized by the IPF Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months. Mutual fund representative (MFR) licence Experience in portfolio management with business development objectives Business development experience in the financial advisory services field Your benefits In addition to competitive compensation, 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 * Group insurance * Generous pension plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinicThese 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?Join us
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Financial Planner, Scotia Financial Planning
2 weeks ago
Saint John, New Brunswick, Canada Scotiabank Full time $80,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...
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Financial Planner
4 weeks ago
Saint-Eustache, Canada TD Full timeJoin to apply for the Financial Planner - Sainte-Eustache role at TD Work Location: Laval, Quebec, Canada Hours 37.5 Line Of Business TD Wealth Pay Details 0 $/$0 - 0 $/$0 CAD This role is eligible for commission-based earnings. Job Description TD Wealth provides personalized advice, solutions, and service to clients through a holistic approach to wealth...
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Financial Planner
1 week ago
Saint John, Canada Royal Bank of Canada> Full timeDescription du posteWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...
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Financial Planner
4 weeks ago
Saint John, Canada RBC Full timeFinancial Planner Responsable de la croissance et de la gestion d’un portefeuille de clients massivement fortunés. Fournir des revues complètes, établir des relations à long terme grâce à des conseils financiers de qualité, planification financière et services continus. Vous êtes motivé par l’atteinte des objectifs et guidé par une passion...
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Financial Planner
4 weeks ago
Saint John, Canada RBC Full timeFinancial Planner Responsable de la croissance et de la gestion d’un portefeuille de clients massivement fortunés. Fournir des revues complètes, établir des relations à long terme grâce à des conseils financiers de qualité, planification financière et services continus. Vous êtes motivé par l’atteinte des objectifs et guidé par une passion...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Saint John, Canada Scotiabank Full timeOverview Requisition ID: 228410 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team within our Global Asset Management Division. As a Financial Planner,...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Saint John, Canada Scotiabank Full timeOverviewRequisition ID: 228410Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team within our Global Asset Management Division.As a Financial Planner, you will...
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Financial Planner
4 weeks ago
Saint John, Canada RBC Full timeA leading financial institution in Canada is seeking a Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial advice and help clients achieve their long-term goals. The ideal candidate has at least 3 years of experience in financial planning and relevant certifications. This role offers full-time status with...
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Saint John, Canada Scotiabank Full timeA leading financial institution in Saint John is seeking a Financial Planner to develop client relationships and provide investment advice. The ideal candidate has at least 3 years of experience in financial planning and investment sales, possesses relevant certifications, and excels in networking. This role offers a flexible work environment and is focused...
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Financial Planner, Scotia Financial Planning
3 weeks ago
Saint John, Canada Scotiabank Full timeOverview Requisition ID: 228476 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role is part of the Scotia Financial Planning team within Global Asset Management, focused on delivering high-quality financial planning and investment advice to the mass affluent market. You will focus on developing...
