Financial Planning Expert

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...

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 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...

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...

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...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our Wealth Management group, you will provide expert guidance on tax, estate, and financial planning strategies to our clients and advisors.The ideal candidate will have a strong background in...

CAE is a world leader in training for civil aviation, defense, and security, and health with over 10,000 employees across 35 countries. We are seeking an experienced Strategic Financial Planning Expert to join our team.

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 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 Summary:As 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 opportunities to increase client portfolios.Key Responsibilities:Identify clients' investment and financing needs to draft a personalized...

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...

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...

About the Role:We're seeking a skilled Financial Analyst II to join our Group FP&A team at Intact Financial Corporation.As a Financial Analyst II, you'll play a crucial role in evaluating the financial performance of our global operations, preparing the weekly group forecast, contributing to the annual planning process, and providing various analyses to...

Job 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 planning services.Key Responsibilities:Conduct thorough financial assessments to identify clients' investment and...

Job 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 planning services.Key Responsibilities:Conduct thorough financial assessments to identify clients' investment and...

Job SummaryAs a key member of the RBC Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to high net worth clients of RBC Wealth Management. Your expertise will be instrumental in helping our clients achieve their financial goals.Job DescriptionWhat is the Opportunity?The RBC Family Office Services team...

Job SummaryAs a key member of the RBC Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to high net worth clients of RBC Wealth Management. Your expertise will be instrumental in helping our clients achieve their financial goals.Job DescriptionWhat is the Opportunity?The RBC Family Office Services team...

Job SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will play a key role in delivering customized financial plans to High Net Worth clients. Your expertise will help advisors provide expert knowledge on complex financial strategies, including tax planning, investment, retirement, and estate planning.Key ResponsibilitiesDevelop...