Financial Planning Expert
4 weeks ago
We are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for advising clients on their financial plans and providing personalized solutions to meet their needs.
Key Responsibilities- Conduct financial needs assessments to identify clients' investment and financing needs
- Develop and implement financial plans tailored to clients' goals and objectives
- Provide ongoing advice and guidance to clients on their financial plans
- Identify business development opportunities to increase client base and portfolio growth
- Maintain compliance with regulatory requirements and risk management standards
- Bachelor's degree or equivalent recognized by FP Canada
- Diploma from FP Canada, Certified Financial Planner (CFP) or be on track to obtain it within 12 months
- Mutual fund representative (MFR) licence
- Experience in portfolio management with business development objectives
- Business development experience in the financial advisory services field
- Competitive compensation package
- Flexible benefits to promote wellbeing and family support
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace that is accessible to all employees.
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Financial Planning Expert
2 weeks ago
Richmond, British Columbia, Canada NBC Full timeJob SummaryWe are seeking a skilled Financial Planning Expert to join our team at National Bank. As a Financial Planning Expert, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.Key ResponsibilitiesIdentify clients'...
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Financial Planning Expert
6 days ago
Richmond, British Columbia, Canada NBC Full timeJob Summary:We are seeking a highly skilled Financial Planning Expert to join our team at NBC. As a Financial Planning Expert, you will be responsible for advising clients on their investment and financing needs, drafting personalized financial plans, and creating business development opportunities to increase client portfolios.Key Responsibilities:Identify...
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Financial Planning Expert
4 weeks ago
Richmond, British Columbia, Canada NBC Full timeJob SummaryAs a National Bank Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their life goals. This role requires strong analytical and communication skills, as well as the ability to develop and maintain business relationships.Key ResponsibilitiesConduct financial needs assessments...
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Financial Planning Expert
4 weeks ago
Richmond, British Columbia, Canada NBC Full timeJob SummaryAs a National Bank Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their life goals. This role requires strong analytical and communication skills, as well as the ability to develop and maintain business relationships.Key ResponsibilitiesConduct financial needs assessments...
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Financial Planning Expert
2 weeks ago
Richmond, British Columbia, Canada NBC Full timeJob SummaryWe are seeking a skilled Financial Planning Expert to join our team at National Bank. As a Financial Planning Expert, you will be responsible for advising clients on their financial planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a...
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Financial Planning Expert
2 weeks ago
Richmond, British Columbia, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their life goals.Your Key Responsibilities:Identify clients' investment and...
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Financial Planning Expert
4 weeks ago
Richmond, British Columbia, Canada NBC Full timeJob Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial plans, tailored to each client's unique needs and circumstances.Key Responsibilities:Conduct thorough financial assessments to identify clients'...
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Financial Planning Expert
4 weeks ago
Richmond, British Columbia, Canada NBC Full timeJob Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial plans, tailored to each client's unique needs and circumstances.Key Responsibilities:Conduct thorough financial assessments to identify clients'...
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Financial Planning and Analysis Manager
1 month ago
Richmond, British Columbia, Canada Semtech Full timeJob Title: Financial Planning and Analysis ManagerThe Financial Planning and Analysis Manager will report to the Controller, ISC FP&A, and lead the financial operations for our IoT Systems and Connectivity (ISC) Services. This role is instrumental in driving strategic decision-making, optimizing financial performance, and ensuring alignment with...
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Financial Planning and Analysis Manager
4 weeks ago
Richmond, British Columbia, Canada Semtech Full timeJob Title: Financial Planning and Analysis ManagerThe Financial Planning and Analysis Manager will report to the Controller, ISC FP&A, and lead the financial operations for our IoT Systems and Connectivity (ISC) Services. This role is instrumental in driving strategic decision-making, optimizing financial performance, and ensuring alignment with...
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Financial Planning and Analysis Manager
4 weeks ago
Richmond, British Columbia, Canada Semtech Full timeJob Title: Financial Planning and Analysis ManagerThe Financial Planning and Analysis Manager will report to the Controller, ISC FP&A, and lead the financial operations for our IoT Systems and Connectivity (ISC) Services. This role is instrumental in driving strategic decision-making, optimizing financial performance, and ensuring alignment with...
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Financial Planning and Analysis Manager
1 month ago
Richmond, British Columbia, Canada Semtech Full timeJob Title: Financial Planning and Analysis ManagerThe Financial Planning and Analysis Manager will report to the Controller, ISC FP&A, and lead the financial operations for our IoT Systems and Connectivity (ISC) Services. This role is instrumental in driving strategic decision-making, optimizing financial performance, and ensuring alignment with...
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Financial Planning and Analysis Leader
2 weeks ago
Richmond, British Columbia, Canada Semtech Full timeAs the Financial Planning and Analysis Leader for Semtech's IoT Systems and Connectivity (ISC) Services, you will play a pivotal role in driving strategic decision-making and optimizing financial performance. This position will lead the financial operations for ISC, ensuring alignment with organizational goals and objectives.Key Responsibilities:Develop and...
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Financial Planning and Analysis Leader
2 months ago
Richmond, British Columbia, Canada Semtech Full timeJob SummaryThe Financial Planning and Analysis Leader will report to the Controller, ISC FP&A, and lead the financial operations for our IoT Systems and Connectivity (ISC) Services. This role is instrumental in driving strategic decision-making, optimizing financial performance, and ensuring alignment with organizational goals.Key ResponsibilitiesDevelop and...
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Financial Planning and Analysis Specialist
2 months ago
Richmond, British Columbia, Canada CB Canada Full timeJob SummaryWe are seeking a highly skilled Strategic Finance Analyst to join our team at CB Canada. As a key member of our finance department, you will be responsible for evaluating strategic and operational initiatives using data analytics and applying business acumen.Key ResponsibilitiesFinancial Analysis: Provide financial and operational analysis for...
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Financial Planning and Analysis Specialist
2 months ago
Richmond, British Columbia, Canada CB Canada Full timeJob SummaryWe are seeking a highly skilled Strategic Finance Analyst to join our team at CB Canada. As a key member of our finance department, you will be responsible for evaluating strategic and operational initiatives using data analytics and applying business acumen.Key ResponsibilitiesFinancial Analysis: Provide financial and operational analysis for...
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Senior Financial Planning and Analysis Manager
2 weeks ago
Richmond, British Columbia, Canada Semtech Full timeThe Senior Financial Planning and Analysis Manager will report to the Controller, ISC FP&A, and lead the financial operations for our IoT Systems and Connectivity (ISC) Services. This role is instrumental in driving strategic decision-making, optimizing financial performance, and ensuring alignment with organizational goals.Key Responsibilities:Develop and...
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Financial Planning Specialist
2 weeks ago
Richmond, British Columbia, Canada Columbia Dungeness Crab Limited Full timeColumbia Dungeness Crab Limited is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial management and be able to provide accurate and timely financial information to support business decisions.Key Responsibilities:Prepare and maintain financial records and statements, including...
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Richmond, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that...
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Financial Planning Specialist
2 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada Full timeJob Opportunity:As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that...