Financial Planner
4 weeks ago
We are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Conduct financial needs assessments and develop personalized financial plans for clients
- Provide ongoing financial planning and investment advice to clients
- Develop and maintain strong relationships with clients to ensure their ongoing financial needs are met
- Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
- Bachelor's degree in a related field (e.g. finance, accounting, economics)
- Professional designation (e.g. CFP, CFA)
- Minimum 3 years of experience in financial planning or a related field
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Competitive salary and bonus structure
- Opportunities for professional development and growth
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
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Financial Planner
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs analysis to identify clients'...
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Financial Planner
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs analysis to identify clients'...
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Financial Planner
2 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized financial plans to meet their objectives.Key ResponsibilitiesConduct financial needs assessments to identify clients' investment and...
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Financial Planner
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will play a key role in advising clients on their financial goals and developing personalized financial plans to meet their needs.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored financial...
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Financial Planner
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at National Bank. As a Financial Planner, you will play a key role in advising clients on their financial goals and developing personalized financial plans to meet their needs.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored financial...
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Financial Planner
4 weeks ago
Saint-Georges, Quebec, Canada National Bank 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 meet the unique needs of each client.Your Responsibilities:Identify clients' investment and financing needs to create...
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Financial Planner
4 weeks ago
Saint-Georges, Quebec, Canada National Bank 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 meet the unique needs of each client.Your Responsibilities:Identify clients' investment and financing needs to create...
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Financial Planner
4 weeks ago
Saint-Georges, Quebec, Canada National Bank 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 meet the unique needs of each client.Your Responsibilities:Identify clients' investment and financing needs to create...
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Financial Planner
4 weeks ago
Saint-Jean-sur-Richelieu, Quebec, 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 Planner
4 weeks ago
Saint-Jean-sur-Richelieu, Quebec, 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
1 month ago
Saint-Georges, Quebec, Canada National Bank 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 by individuals and families seeking personalized financial advice and planning.Key Responsibilities:Identify clients' financial needs and develop tailored financial plans to meet...
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Financial Planning Expert
1 month ago
Saint-Georges, Quebec, Canada National Bank 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 by individuals and families seeking personalized financial advice and planning.Key Responsibilities:Identify clients' financial needs and develop tailored financial plans to meet...
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Financial Advisor
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeFinancial Planning ExpertA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact on people's financial...
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Financial Advisor
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeFinancial Planning ExpertA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact on people's financial...
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Financial Planning Expert
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe 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 planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored...
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Financial Planning Expert
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe 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 planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored...
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Financial Planning Expert
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe 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 planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored...
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Financial Planning Expert
1 month ago
Saint-Georges, Quebec, Canada National Bank Full timeAbout the RoleWe 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 planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a tailored...
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Financial Planning Expert
2 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob SummaryA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact on people's financial well-being.Key...
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Financial Planner Relationship Manager
4 weeks ago
Saint-Hyacinthe, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...