Senior Financial Planning Consultant

5 days ago


City of Moncton, Canada Sun Life Financial Full time

A 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 position allows for flexibility to work remotely or from the office, ensuring that clients receive quality financial planning services. Applicants are encouraged to apply through the provided email contact.
#J-18808-Ljbffr



  • City of Moncton, Canada Sun Life Financial Full time

    A 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...


  • City of Moncton, Canada Sun Life Full time

    Financial Planning Consultant 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. Your leaders will inspire and help you reach your potential. Every day,...


  • City of Moncton, Canada Sun Life Full time

    Financial Planning Consultant 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. Your leaders will inspire and help you reach your potential. Every day,...


  • City of Moncton, Canada National Bank of Canada Full time

    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...


  • City of Moncton, Canada Banque Nationale du Canada Full time

    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...


  • City of Moncton, Canada National Bank Full time

    Attendance 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...


  • City of Moncton, Canada Sun Life Full time

    Job Description You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and 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...


  • City of Moncton, Canada Sun Life Full time

    Job Description You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and 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...


  • City of Moncton, Canada Sun Life Full time

    A leading financial services firm is looking for a Financial Planning Consultant in Moncton, Canada. This full-time role involves conducting training and consultations for financial advisors, enhancing their planning capabilities, and developing tailored financial strategies for clients. The ideal candidate must have CFP certification and significant...


  • City of Moncton, Canada Sun Life Full time

    A leading financial services firm is looking for a Financial Planning Consultant in Moncton, Canada. This full-time role involves conducting training and consultations for financial advisors, enhancing their planning capabilities, and developing tailored financial strategies for clients. The ideal candidate must have CFP certification and significant...