Financial Planner
2 weeks ago
Join to apply for the Financial Planner role at National Bank of Canada 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 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 Additional required languages: French Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at National Bank of Canada by 2x #J-18808-Ljbffr
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Financial Planner
7 days ago
Montreal, Canada BMO Financial Full timeApplication Deadline:12/04/2025Address:630 boul Rene Levesque OuestJob Family Group:Retail Banking Sales & ServiceJoignez-vous à BMO – imaginez les possibilités. Êtes-vous à la recherche d’une occasion de laisser votre esprit entrepreneurial briller et de transformer votre potentiel en rendement grâce à d’excellentes possibilités de...
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Financial Planner
7 days ago
Montreal, Canada BMO Financial Full timeApplication Deadline:12/04/2025Address:630 boul Rene Levesque OuestJob Family Group:Retail Banking Sales & ServiceJoignez-vous à BMO – imaginez les possibilités. Êtes-vous à la recherche d’une occasion de laisser votre esprit entrepreneurial briller et de transformer votre potentiel en rendement grâce à d’excellentes possibilités de...
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Financial Planner
5 days ago
Montreal, Canada BMO Financial Full timeApplication Deadline: 12/04/2025 Address: 630 boul Rene Levesque Ouest Job Family Group: Retail Banking Sales & Service Joignez-vous à BMO – imaginez les possibilités. Êtes-vous à la recherche d’une occasion de laisser votre esprit entrepreneurial briller et de transformer votre potentiel en rendement grâce à d’excellentes possibilités de...
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Financial Planner
1 week ago
Montreal, Canada BMO Financial Group Full timeApplication Deadline: 12/04/2025 Address: 630 boul Rene Levesque Ouest Job Family Group: Retail Banking Sales & Service Overview Joignez‑vous à BMO— imaginez les possibilités. Êtes‑vous à la recherche d’une occasion de laisser votre esprit entrepreneurial briller et de transformer votre potentiel en rendement grâce à d’excellentes...
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Financial Planner
2 weeks ago
Montreal, Canada TD Securities Full timeJoin to apply for the Financial Planner - Downtown role at TD Securities 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Work Location:Montréal, Quebec, CanadaHours37.5Line Of BusinessTD WealthPay Details0 $/$0 - 0 $/$0 CADTD is committed to providing fair and equitable compensation opportunities to...
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Financial Planner, Scotia Financial Planning
1 week ago
Montreal, Quebec, Canada Scotiabank Full time $60,000 - $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 Relationship- EN
4 weeks ago
Montreal, Canada RBC Full timeJoin to apply for the Financial Planner Relationship- EN role at RBC2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner Relationship- EN role at RBCGet AI-powered advice on this job and more exclusive features.Job Description** This is an opportunity for the Centre-Sud of Montréal region **Job SummaryJob Description** This is...
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Financial Planner Relationship- EN
4 weeks ago
Montreal, Canada RBC Full timeJoin to apply for the Financial Planner Relationship- EN role at RBC2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner Relationship- EN role at RBCGet AI-powered advice on this job and more exclusive features.Job Description** This is an opportunity for the Centre-Sud of Montréal region **Job SummaryJob Description** This is...
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Financial Planner
2 weeks ago
Montreal, Canada TD Full timeFinancial Planner - RDP TD Wealth is seeking a Financial Planner to support our relationship‑management, advice and business‑development focus. The role spans the entire client lifecycle, from financial‑planning discovery to ongoing support and improvement of solutions. Work Location: Montréal, Quebec, Canada Hours: 37.5 per week Line Of Business: TD...
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Financial Planner
6 days ago
Montreal, Canada BMO Financial Full timeApplication Deadline: 12/04/2025 Address: 630 boul Rene Levesque Ouest Job Family Group: Retail Banking Sales & Service Joignez-vous à BMO – imaginez les possibilités. Êtes-vous à la recherche d’une occasion de laisser votre esprit entrepreneurial briller et de transformer votre potentiel en rendement grâce à d’excellentes possibilités de...
