Senior Financial Planning Leader
4 weeks ago
A leading financial institution is looking for a Senior Financial Planning Advisor in Moncton to assist clients with tailored financial plans. The ideal candidate will have extensive experience in financial planning and taxation, possess a university degree in a relevant field, and demonstrate expertise in managing complex situations. You will collaborate with a specialized team and enjoy a comprehensive benefits package, including health programs and flexible insurance options.
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Senior Financial Planning Strategist
4 weeks ago
City of Moncton, Canada NBC Full timeA 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,...
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Senior Financial Planning Advisor
4 weeks ago
City of Moncton, Canada NBC 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 financial...
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City of Moncton, Canada National Bank of Canada Full timeA major Canadian bank seeks a Senior Financial Planning Advisor in Moncton. You'll support clients and investment advisors, preparing comprehensive financial plans. The ideal candidate has 15 years of experience, a relevant degree, and excellent relationship-building skills. Benefits include flexible insurance, a generous pension plan, and opportunities for...
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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 financial...
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Senior Financial Planning Advisor
4 weeks ago
City of Moncton, Canada National Bank 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 financial...
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City of Moncton, Canada Royal Bank of Canada> Full timeFinancial Planning Networking Event-Atlantic Canada Have you ever considered a career that would combine your passion for supporting clients AND the power of Canada’s strongest and most recognizable brand? We invite you to learn more about the fulfilling career opportunities that RBC Financial Planning has to offer in Atlantic Canada. Opportunities range...
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Senior Financial Planning Advisor — Wealth, Tax
4 weeks ago
City of Moncton, Canada National Bank Full timeA leading financial institution is seeking a Senior Financial Planning Advisor to support clients by preparing comprehensive financial plans. Responsibilities include building client relationships, managing complex financial cases, and delivering training to investment advisors. Candidates should have 15 years of relevant experience and a university degree...
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City of Moncton, Canada Royal Bank of Canada> Full timeFinancial Planning Networking Event-Atlantic Canada Have you ever considered a career that would combine your passion for supporting clients AND the power of Canada’s strongest and most recognizable brand? We invite you to learn more about the fulfilling career opportunities that RBC Financial Planning has to offer in Atlantic Canada. Opportunities range...
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Senior Financial Planning Advisor
1 day ago
Moncton, New Brunswick, 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 financial...
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Financial Planning Intern
1 day ago
Moncton, New Brunswick, Canada IG Wealth Management Full timeIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out...