Senior Financial Planning Expert

Job SummaryAs a Senior Financial Planning Expert at National Bank, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business relationships. This role requires a strong understanding of financial planning principles and excellent communication skills.Key...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at National Bank. As a Senior 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...

Unlock Business Potential with Coveo's Senior FP&A Analyst RoleCoveo is seeking a seasoned Senior FP&A Analyst to join our team and drive strategic financial decision-making. As a key member of our finance team, you will work closely with stakeholders across departments to provide critical insights and recommendations for our leadership team.Key...

Unlock Business Potential with Coveo's Senior FP&A Analyst RoleCoveo is seeking a seasoned Senior FP&A Analyst to join our team and drive strategic financial decision-making. As a key member of our finance team, you will work closely with stakeholders across departments to provide critical insights and recommendations for our leadership team.Key...

Job SummaryThe Senior Financial Planning Expert will work closely with the Vice-President, Financial Planning and Financial Planning Leadership team to gather, synthesize, and complete presentations and other communication materials for the Operating Committee as well as execute on ad hoc analyses and special projects with a high degree of autonomy. The...

Job SummaryThe Senior Financial Planning Expert will work closely with the Vice-President, Financial Planning and Financial Planning Leadership team to gather, synthesize, and complete presentations and other communication materials for the Operating Committee as well as execute on ad hoc analyses and special projects with a high degree of autonomy. The...

Financial Planning ExpertA career as a National Bank Financial Planner in Training 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 the opportunity to work with a...

Financial Planning ExpertA career as a National Bank Financial Planner in Training 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 the opportunity to work with a...

About the RoleWe are seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking 1859 at National Bank. As a Senior Advisor, you will play a key role in supporting our expert advisors with financial planning and coordination, analyzing information and documents to produce comprehensive plans, and actively participating in...

Job Title: Senior Financials ExpertCompugra Systems Inc is seeking a highly skilled Senior Financials Expert to join our team. As a Senior Financials Expert, you will be responsible for identifying business requirements and aligning them to Financials accounting hub functionality.Key Responsibilities:Configure and support Oracle financials accounting hub...

Job Title: Senior Financials ExpertCompugra Systems Inc is seeking a highly skilled Senior Financials Expert to join our team. As a Senior Financials Expert, you will be responsible for identifying business requirements and aligning them to Financials accounting hub functionality.Key Responsibilities:Configure and support Oracle financials accounting hub...

Job Title: Financial Planning ExpertAbout the Role: As a Financial Planning Expert at Royal Bank of Canada, you will work closely with our advisors to deliver comprehensive, customized financial plans to high net worth clients. Your role will involve preparing financial plans that meet client needs in financial, investment, retirement, tax, risk management,...

Job Title: Senior Advisor Expertise CenterAt NBC, we're seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking. As a key member of our team, you'll play a vital role in supporting our expert advisors and clients, leveraging your exceptional communication and analytical skills to drive business growth.Key...

Job Title: Senior Advisor Expertise CenterAt NBC, we're seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking. As a key member of our team, you'll play a vital role in supporting our expert advisors and clients, leveraging your exceptional communication and analytical skills to drive business growth.Key...

Job SummaryIntact Financial Corporation seeks a talented Treasury Manager - Financial Expert to join our team. As a key member of our group treasury management team, you will be responsible for overseeing various treasury management activities and providing expert financial guidance to support the company's strategic objectives.About the RoleMonitor...

Job Title: Senior Advisor Expertise CenterAt National Bank, we're seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking. As a key member of our team, you'll play a vital role in supporting our expert advisors and clients, leveraging your exceptional communication and analytical skills to drive business growth.Key...

Job Title: Senior Advisor Expertise CenterAt National Bank, we're seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking. As a key member of our team, you'll play a vital role in supporting our expert advisors and clients, leveraging your exceptional communication and analytical skills to drive business growth.Key...

Job SummaryWe are seeking a skilled Financial Planning Expert to join our team at NBC. 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 personalized...

Role Summary:The Senior Total Wealth Planner is a key member of the Scotia Wealth Management team, responsible for providing comprehensive financial planning advice and support to high net worth clients.Main Responsibilities:Deliver end-to-end goals-based financial plans by gathering key data, preparing and analyzing financial plans, and presenting related...

Job Title: Financial Planning ExpertAs a Financial Planning Expert at National Bank, you will play a key role in advising clients and drafting personalized financial plans to meet their life goals. This position offers a unique opportunity to develop your business relationships and leadership skills while having a positive impact on people's lives.Key...