Wealth Planner

A leading bank in the Americas is seeking a Financial Planner in Langley to manage client portfolios, focusing on investment and banking relationship growth. The ideal candidate has experience in financial planning, holds CIFP/CFP certification, and thrives in a collaborative team culture. This role includes competitive compensation and benefits, with a...

OverviewWe are currently seeking a Financial Planner to join our team.ResponsibilitiesFinancial Planning and Advice: Skilled in the wealth discovery process, identifies wealth and financial planning needs and engages with existing and new or potential members to deepen relationships. Utilizes financial planning tools to develop plans and recommendations to...

We are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned members to...

Requisition ID: 245548About this role:Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through...

DescriptionWe are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned...

Requisition ID: 245548 About this role: Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through...

A leading bank in Canada is seeking a Financial Planner to manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and building long-term relationships through superior service. Candidates must hold a Financial Planning Designation and have at least 3 years of financial planning experience. The...

Attendance Hybrid Job number 27685 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 24-Jul-2025 Location: Quebec, Quebec City Quebec Province/State Quebec Area(s) of interest: Wealth management Joining National Bank Financial – Wealth Management (NBFWM) as a...

Attendance On-Site Job number 29594 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 20-Nov-2025 Area(s) of interest: Wealth management Location(s): Quebec A career as a Wealth Associate at National Bank is a job that where you can capitalize on your...

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,...