Quebec Financial Planner
2 weeks ago
A leading financial institution in Quebec is seeking a Financial Planner to manage and grow client portfolios. This role requires providing comprehensive financial planning advice and building long-term relationships with clients. The ideal candidate will possess a Financial Planning designation and a mutual funds license, coupled with at least three years of relevant experience. A dynamic team environment with unlimited earning potential and full benefits is offered, along with a robust training program in financial services.
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Financial Planner, Scotia Financial Planning
9 hours ago
Quebec, Canada Scotiabank Full timeOverview 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...
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Financial Planner
6 days ago
Quebec, Canada iA Financial Group Full timeBuild the future with us Are you driven by the desire to deliver high‑level financial strategies and eager to contribute to the mission of a company that strives to ensure its clients feel confident and secure about their future? As a Financial Planner, you will play a key role in supporting advisors and implementing advanced solutions to optimize...
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Financial Planner in Training
6 days ago
Quebec, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking A career as a National Bank Financial Planner in Training 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...
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Financial Planner in Training
9 hours ago
Quebec City, Canada National Bank Full timeA career as a National Bank Financial Planner in Training 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...
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Financial Planner Trainee: Advisory
6 days ago
Quebec, Canada Banque Nationale du Canada Full timeA leading financial institution in Quebec City is hiring a Financial Planner in Training to develop financial plans and advise clients on achieving their life goals. You will engage in business development to increase client portfolios and ensure quality service. This role offers an excellent onboarding program, competitive compensation, and flexible...
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Quebec, Canada Scotiabank Full timeA leading financial institution is seeking a Financial Planner to build and deepen client relationships and provide expert financial advice. Successful candidates will have 3+ years in financial planning, relevant certifications, and strong networking skills. Enjoy a flexible work environment, a compensation structure rewarding client growth, and access to...
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Financial Planner, Scotia Financial Planning
9 hours ago
Quebec, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage...
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Advanced Financial Planner – Tax
9 hours ago
Quebec, Canada iA Financial Group Full timeA leading financial services company is seeking a Financial Planner to support high-net-worth clients with advanced financial strategies. Responsibilities include developing financial tools, providing training, and analyzing financial requests. The ideal candidate has 3-5 years' experience in financial planning, a degree in Financial Services, and...
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Financial Planner Relationship
2 weeks ago
Quebec, Canada RBC Full timeJob Description ** This is an opportunity for a stagiaire position for the Quebec region ** What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through...
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Quebec, Canada RBC Full timeA leading financial institution in Quebec is seeking a Financial Planner to develop relationships and create custom investment solutions. The ideal candidate will possess a financial planning designation, a mutual funds license, and at least 2 years of experience in financial planning. With unlimited earning potential and a full benefits package, this role...