Financial Planning Specialist

2 months ago


TroisRivières, Quebec, Canada NBC Full time
{"h1": "Financial Planner Role at NBC", "p": "As a financial planner at NBC, you will play a vital role in helping clients achieve their life goals through personalized financial planning. Our team works closely with clients to develop tailored financial plans that meet their unique needs and objectives.

Your responsibilities will include:

* Developing and implementing financial plans that align with clients\u2019 needs and goals
* Identifying and exploiting business development opportunities to grow our client base
* Collaborating with the team to provide exceptional client service and support
* Staying up-to-date with industry trends and regulatory requirements

In return, you can expect a dynamic work environment, competitive compensation, and opportunities for professional growth and development.

At NBC, we value our employees and offer a range of benefits to support their well-being and success. These include:

* Comprehensive health and wellness programs
* Flexible group insurance options
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives

We are committed to creating a barrier-free workplace that is accessible to all employees. If you require accommodation, please let us know during your application process.

Join us at NBC and contribute to our mission of making a positive impact on people\u2019s lives.

"}

  • Trois-Rivières, Quebec, Canada Banque Nationale Full time

    Job Title: Financial Planning SpecialistCompany: Banque NationaleJob Summary:Develop and implement personalized financial plans to meet clients' needs and goalsConduct thorough financial analyses to identify investment and financing opportunitiesBuild and maintain strong relationships with clients to increase portfolio volume and client baseEnsure...


  • Trois-Rivières, Quebec, Canada Banque Nationale Full time

    Job Title: Financial Planning SpecialistCompany: Banque NationaleJob Summary:Develop and implement personalized financial plans to meet clients' needs and goalsConduct thorough financial analyses to identify investment and financing opportunitiesBuild and maintain strong relationships with clients to increase portfolio volume and client baseEnsure...


  • Trois-Rivières, Quebec, Canada Royal Bank of Canada Full time

    Job Title: Field Sales RepresentativeCompany: RBC InsuranceWe are seeking a highly motivated and entrepreneurial individual to contribute to our Field Sales team at RBC Insurance. As a Field Sales Representative, you will play a key role in providing integrated life insurance planning and advice to clients, helping them to achieve their long-term financial...


  • Trois-Rivières, Quebec, Canada Royal Bank of Canada Full time

    Job Title: Field Sales RepresentativeCompany: RBC InsuranceWe are seeking a highly motivated and entrepreneurial individual to contribute to our Field Sales team at RBC Insurance. As a Field Sales Representative, you will play a key role in providing integrated life insurance planning and advice to clients, helping them to achieve their long-term financial...


  • Trois-Rivières, Quebec, Canada beBee Professionals Full time $45,000 - $60,000

    beBee Professionals in Trois-Rivières is seeking a detail-oriented Financial Record Specialist to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...


  • Trois-Rivières, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob OpportunityWe are seeking highly motivated and driven individuals to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your ability to understand the full-suite of RBC...


  • Trois-Rivières, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob OpportunityWe are seeking highly motivated and driven individuals to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your ability to understand the full-suite of RBC...


  • Trois-Rivières, Quebec, Canada Nova Scotia Limited Full time

    Job Summary: We are seeking a skilled Financial Record Specialist to join our team at Nova Scotia Limited. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, preparing cheques for payroll, and reconciling accounts.Key Responsibilities:Calculate and prepare cheques for payrollKeep...


  • Trois-Rivières, Quebec, Canada 4361903 Nova Scotia Limited Full time

    Accounting Support SpecialistThis role is designed for an individual with a background in finance, ideally holding a college or CEGEP degree along with 1-2 years of relevant experience. The responsibilities encompass a range of activities such as processing payroll, managing financial documentation, preparing tax filings, and performing account...


  • Trois-Rivières, Quebec, Canada Nova Scotia Limited Full time

    Accounting Support SpecialistThis role is designed for an individual with a background in finance, ideally holding a college or CEGEP degree along with 1-2 years of relevant experience. The responsibilities encompass a range of activities such as processing payroll, managing financial documentation, preparing tax filings, and performing account...


  • Trois-Rivières, Quebec, Canada Scotiabank Full time

    Requisition ID: 200887We are seeking a highly skilled Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities: Provide administrative support to Financial Consultants and Portfolio Managers, including preparation and processing of client documentation and...


  • Trois-Rivières, Quebec, Canada Scotiabank Full time

    Requisition ID: 200887At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Regional Administrative Specialist, you'll play a key role in supporting our Financial Consultants and Portfolio Managers in delivering exceptional client experiences.Key Responsibilities:• Provide administrative and operational support to...


  • Trois-Rivières, Quebec, Canada Scotiabank Full time

    Requisition ID: 200887At Scotiabank, we're committed to delivering exceptional client experiences. As a Regional Administrative Specialist, you'll play a vital role in providing administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities:• Prepare and process client documentation and transaction requests...


  • Trois-Rivières, Quebec, Canada Scotiabank Full time

    Requisition ID: 200887At Scotiabank, we're committed to delivering exceptional client experiences. As a Regional Administrative Specialist, you'll play a vital role in supporting our Financial Consultants and Portfolio Managers. Your attention to detail and organizational skills will ensure seamless administrative support, enabling our team to focus on...


  • Trois-Rivières, Quebec, Canada Scotiabank Full time

    Requisition ID: 200887We are seeking a highly skilled Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers.As a key member of our team, you will be responsible for preparing and processing client documentation, inputting transaction requests, and maintaining the currency and...

  • Payroll Specialist

    2 weeks ago


    Trois-Rivières, Quebec, Canada Groupe Uptimum Full time

    Job Title: Payroll SpecialistJob Summary: We are seeking a highly organized and detail-oriented Payroll Specialist to join our team at Groupe Uptimum. As a Payroll Specialist, you will be responsible for calculating and preparing cheques for payroll, preparing statements of earnings for employees, and storing, updating, and retrieving financial data.Key...

  • Payroll Specialist

    2 weeks ago


    Trois-Rivières, Quebec, Canada Groupe Uptimum Full time

    Groupe Uptimum is seeking a skilled Payroll Specialist to join our team. As a Payroll Specialist, you will be responsible for calculating and preparing cheques for payroll, preparing statements of earnings for employees, and storing, updating, and retrieving financial data.Key Responsibilities:Calculate and prepare cheques for payrollPrepare statements of...

  • Payroll Specialist

    2 weeks ago


    Trois-Rivières, Quebec, Canada Groupe Uptimum Full time

    Groupe Uptimum is seeking a skilled Payroll Specialist to join our team. As a Payroll Specialist, you will be responsible for calculating and preparing cheques for payroll, preparing statements of earnings for employees, and storing, updating, and retrieving financial data.Key Responsibilities:Calculate and prepare cheques for payrollPrepare statements of...

  • Financial Controller

    4 weeks ago


    Trois-Rivières, Quebec, Canada Charles Turcotte et fils Full time

    OverviewCharles Turcotte et fils is seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.ResponsibilitiesAssign financial projects and activities to workers to improve...

  • Financial Controller

    4 weeks ago


    Trois-Rivières, Quebec, Canada Charles Turcotte et fils Full time

    OverviewCharles Turcotte et fils is seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.ResponsibilitiesAssign financial projects and activities to workers to improve...