Senior Financial Planning Leader for High-Net-Worth Clients

A leading financial institution in Moncton is seeking a Senior Financial Planning Advisor to support clients in financial planning needs. Responsibilities include creating tailored financial plans for high-net-worth clients and collaborating with internal teams. The ideal candidate has 15 years of experience and strong knowledge of financial planning...

A leading financial institution is seeking a Senior Financial Planning Advisor in Moncton. The successful candidate will support high-net-worth clients by conducting interviews, creating tailored financial plans, and providing training for investment advisors. Applicants must have 15 years of experience in financial planning, a relevant university degree,...

A leading Canadian bank in Langley is seeking a Private Banking Advisor to provide exceptional service to high net worth clients. The role involves delivering tailored financial advice, developing client relationships, and ensuring a comprehensive banking experience. Ideal candidates will have strong communication skills and a minimum of two years in the...

A leading financial institution is seeking a Private Banking Advisor in Langley, Canada, to deliver high-end client experiences and foster relationships with high net worth clients. You will engage in business development, conduct banking reviews, and provide tailored financial solutions. Key qualifications include strong client relationship management...

A senior financial planning advisor at National Bank Financial (NBF) supports 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 financial planning,...

**Job Summary** **What is the opportunity?** This opportunity is an 18-month contract with full-time hours and there is a possibility for contract extension or the position becoming permanent. The work arrangement is hybrid and flexible. As a High-Net-Worth Insurance Associate with RBC Wealth Management Financial Services Inc., you will provide analytical...

A 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 financial...

A 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 financial...

A 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 financial...

A 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 financial...