Financial Planner
2 weeks ago
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 IQPF Diploma from the Institut Québécois de Planification Financière (IQPF) 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, 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
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Financial Planner
1 week ago
Saint-Georges, Quebec, Canada National Bank Full time**Job Title:** Financial PlannerAbout the Role:We're seeking a skilled Financial Planner to join our team at National Bank. As a Financial Planner, you'll be responsible for advising clients on their investment and financing needs, and creating personalized financial plans to meet their goals.Key Responsibilities:Identify clients' investment and financing...
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Strategic Financial Services Consultant
5 days ago
Dorchester, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob OverviewWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will play a critical role in providing exceptional service to our clients and driving business growth.
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Financial Planner
2 months ago
Saint-Léonard, Canada National Bank Full timeA 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...
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Financial Planner
4 months ago
Saint-Léonard, Canada National Bank Full timeA 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...
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Financial Planner
2 months ago
Saint-Léonard, Canada National Bank Full timeA 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...
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Financial Planner
2 weeks ago
Saint-Léonard, Canada National Bank Full timeA 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...
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Financial Services Expert
5 days ago
Dorchester, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the JobWe are seeking an experienced Financial Planner to join our team at The Toronto-Dominion Bank in Canada. As a key member of our team, you will provide comprehensive financial planning and advice to mass affluent investing clients.Job Responsibilities:Identify client life and financial goals, providing thorough reviews and building long-term...
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Financial Planner
2 months ago
Saint-Léonard, Canada National Bank Full timeA 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 jobIdentify clients’ investment and...
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Associate Planner
4 weeks ago
Dorchester, Canada TD Bank Full time**Work Location**: Dorchester, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $60,000 - $70,000 CAD This role is eligible for commission based earnings. With a focus on relationship management, advice, and business development, you will: - Identify your client's life and financial goals, provide comprehensive reviews...
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Financial Planner
2 months ago
saint-léonard, Canada National Bank Full timeA 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...
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Financial Planner
2 months ago
saint-léonard, Canada National Bank Full timeA 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...
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Financial Planner
4 months ago
Saint-Léonard, Canada National Bank Full timeA 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...
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Financial Planner
2 months ago
Saint-Léonard, Canada National Bank Full timeA 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...
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Strategic Financial Planner
4 days ago
Côte-Saint-Luc, Quebec, Canada Royal Bank of Canada> Full timeFinancial Planning OpportunitiesAbout the RoleAt Royal Bank of Canada, we are seeking a skilled Financial Planner to join our team. This is an exciting opportunity for a professional to manage and grow a portfolio of high net worth clients. Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients to achieve their goals.Maintain and...
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Financial Planner
4 months ago
Saint-Léonard, Canada National Bank Full timeA 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...
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Financial Planner
2 months ago
Saint-Léonard, Canada National Bank Full timeA 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...
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Financial Planner
2 months ago
montréal (saint laurent), Canada National Bank Full timeA 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...
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Financial Planner
2 months ago
Saint-Léonard, Quebec, Montréal, Canada National Bank Full timeA 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...
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Financial Planner, Saint John
5 months ago
Saint John, Canada Scotiabank Full timeRequisition ID: 201149Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
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Financial Planner Relationship Specialist
1 month ago
Côte-Saint-Luc, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner Relationship to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice, and building long-term relationships through superior...
