Senior Financial Planner

4 weeks ago


Sherbrooke, Canada National Bank Full time

A leading financial institution is seeking a Senior Financial Planning Advisor in Sherbrooke. The role involves creating tailored financial plans for high-net-worth clients, conducting client interviews, and collaborating with a team of specialists. Candidates should have at least 15 years of relevant experience and a degree in finance or a related field. Excellent communication skills in English and French are essential as the advisor will interact with a diverse clientele.
#J-18808-Ljbffr



  • Sherbrooke, Canada National Bank Full time

    Attendance Hybrid Job number 29350 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 06-Nov-2025 Area(s) of interest : Wealth management Location(s) : Brossard, Drummondville, Montreal, Sherbrooke, VictoriavilleA career as a Senior Financial Planning Advisor at...


  • Sherbrooke, Canada National Bank Full time

    Attendance Hybrid Job number 29350 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 06-Nov-2025 Area(s) of interest : Wealth management Location(s) : Brossard, Drummondville, Montreal, Sherbrooke, VictoriavilleA career as a Senior Financial Planning Advisor at...


  • Sherbrooke, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...


  • Sherbrooke, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...


  • Sherbrooke, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Sherbrooke, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Sherbrooke, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Sherbrooke, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00034456You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues...


  • Sherbrooke, Canada National Bank Full time

    A leading financial institution is seeking a Senior Financial Planning Advisor in Sherbrooke. The role involves creating tailored financial plans for high-net-worth clients, conducting client interviews, and collaborating with a team of specialists. Candidates should have at least 15 years of relevant experience and a degree in finance or a related field....


  • Sherbrooke, Quebec, Canada RBC Full time US$55,000 - US$200,000 per year

    Job DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...


  • Sherbrooke, Canada Sun Life Full time

    Job Description :Req#JR00034456 FC055 SherbrookeSUN LIFE FINANCIAL ADVISORFinancial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited...