Senior Financial Advisor | Wealth Planning
3 weeks ago
A leading financial services organization is seeking a Senior Financial Advisor in Moncton. Responsibilities include building strong customer relations, creating personalized financial strategies, and providing exceptional service. The ideal candidate should possess a Mutual Funds licence, a CIFP Diploma, and a proven ability to meet sales targets in a fast-paced environment. This role offers a competitive compensation and benefits package, promoting a collaborative team culture.
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Senior Financial Planning Advisor
2 weeks ago
City of Moncton, Canada National Bank Full timeAttendance Hybrid Job number 25963 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 05-Nov-2025 Area(s) of interest : Wealth management Location(s) : Moncton A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and...
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Senior Financial Planning Advisor
4 weeks ago
City of Moncton, Canada National Bank of Canada Full timeA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high‑quality services in advanced...
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Senior Financial Planning Advisor
6 days ago
City of Moncton, Canada Banque Nationale du Canada Full timeA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced...
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Senior Financial Planning Advisor
4 days ago
Moncton, Canada National Bank Full timeAttendance Hybrid Job number 25963 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 28-Nov-2025 Area(s) of interest: Wealth management Location(s): Moncton A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and...
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Senior Wealth Advisor
3 weeks ago
City of Lloydminster, Canada Connect First Credit Union Full timeA leading credit union in Alberta is seeking a Senior Wealth Advisor for their team in Lloydminster. This full-time role focuses on delivering comprehensive financial planning services, adhering to compliance regulations, and fostering member relationships. Applicants should have at least 5 years of experience in the wealth sales industry and hold relevant...
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Senior Financial Planning Advisor
2 weeks ago
Moncton, Canada National Bank Full timeAttendance Hybrid Job number 25963 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 05-Nov-2025 Area(s) of interest : Wealth management Location(s) : Moncton A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and...
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Senior Financial Planning Advisor
4 weeks ago
Moncton, Canada National Bank of Canada Full timeA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high‑quality services in advanced...
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Senior Financial Planning Advisor — Hybrid Role
2 weeks ago
City of Moncton, Canada National Bank Full timeA leading Canadian financial firm is seeking a Senior Financial Planning Advisor in Moncton. This role involves creating tailored financial plans for high-net-worth clients, managing complex cases, and collaborating with investment advisors. Candidates should possess 15 years of relevant experience and have a university degree in finance or related fields....
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Senior Wealth Advisor
3 weeks ago
City of Lloydminster, Canada Connect First Credit Union Full timeJoin Servus Credit Union - Canada’s Largest Credit Union! At Servus Credit Union , we do things differently—because we’re a credit union, not a bank. And that difference matters. We believe in putting people before profits , which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most : our members,...
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Senior Financial Planning Consultant
3 days ago
City of Moncton, Canada Sun Life Financial Full timeA leading financial services firm in Canada is seeking a Financial Planning Consultant to support financial advisors in improving planning capabilities. The role involves organizing training, conducting personalized sessions, and developing financial strategies. Applicants must have CFP certification and significant financial planning experience. This hybrid...