Financial Planning Specialist

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

**Job Summary** **What is the opportunity?** As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning...

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

**Job Summary** **What is the opportunity?** As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

CIBC - Financial Planning Specialist - Montreal - Bilingual page is loaded CIBC - Financial Planning Specialist - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2402956 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who...

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 with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

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 with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

**Job Summary** **What is the opportunity?** We are looking for an Estate Planning Specialist to join the RBC Wealth Management Financial Services team. You will be responsible for achieving Individual Life and Living Benefit product revenue results and annual business plan targets. Using a team selling approach, you will partner with Investment Advisors...

Ajah is growing and our business operations are growing with us. We are seeking a Financial Specialist who will join our Operations team, and bring a sharp eye to important aspects of our financial operations. We are looking for someone to help us analyse our financial data, consulting with management to perform financial analysis, develop financial models,...

Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are - here, diversity is a strength. You...

**What it’s like to be a Northbridge Risk Services Specialist Property & Casualty** The Risk Services Specialist is responsible for the promotion and delivery of advanced risk management techniques. They will act as partners and provide a full range of advisory, consulting, training, and education programs to assigned customers, both internally and...

**Location**: Hybrid - Toronto, Montreal, Calgary **We give you a world of potential** Global Core Operations provides service delivery for Computershare’s commercial business lines. The ESPP/SOP Operations Team within GCO is dedicated to supporting the Computershare Plan Managers business. Computershare has a tremendous opportunity for an **Employee...

A career as Residential Financial Specialist  is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist , you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the...

**Responsibilities**: **ABOUT THE JOB**: The Financial Planning and Analysis department is the sole provider of actionable financial reports and analysis to assist GBIS and SG management in steering the financial performance of the Americas. In this end, FPA consolidates the financials for management reporting, leads the Americas Budget process, prepares...

Posting Description: This is a hybrid role with the flexibility to work both virtually and from our Montreal office. - Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over the sponsorship of an employment visa or work permit._ **Aon is in the business of better...

Requisition ID: 196885 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

A career as Residential Financial Specialist  is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist , you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop

Financial Planning Specialist | Spécialiste en planification financière Date d'entrée en fonction : 1 poste à combler dès que possible Rsum du travailDescription du posteDescription du postePartie intgrante des Services de bureau de gestion familialeRBC, le spcialiste en planification financire collabore avec nos conseillers pour offrir des plans...