Centralized Planning Financial Services Expert

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 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,...

We are seeking a highly skilled Strategic Financial Planning Expert to join our Group FP&A team at Intact Financial Corporation.The successful candidate will be responsible for preparing the weekly group forecast, contributing to the annual planning process, and performing ad-hoc analyses to support senior management's decision-making.About the RolePrepare...

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...

Requisition ID: 209165At Scotiabank, we're seeking a skilled Senior Financial Planner to join our Centralized Planning Group. As a key member of our team, you'll play a crucial role in delivering exceptional financial planning experiences to our clients.The Senior Financial Planner is responsible for teaming with regional advisors to provide tailored...

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...

Role SummaryWe are seeking a Senior Financial Planning Expert to join our team at National Bank in Montreal, Quebec.Job DescriptionCompany OverviewAs a leading bank on a human scale, National Bank stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives through our core values of...

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 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...

We are seeking a highly skilled Financial Accounting Expert to join our dynamic team at Intact Financial Corporation.This is an exciting opportunity for a motivated individual with expertise in financial analysis and reporting. As a key member of our Distribution Financial Strategies team, you will play a critical role in managing our investment portfolio...

Scotiabank is a leading bank in the Americas, guiding our customers towards success through a broad range of advice, products and services.We are seeking a highly motivated Financial Services Expert to join our team. As a Senior Investment & Personal Banking Specialist, you will be responsible for providing exceptional service throughout the customer's...

Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose: "for every future." The company helps its customers, their families, and communities achieve success through a broad range of advice, products, and services.Job DescriptionThe Senior Financial Planning Associate plays a crucial role in the ScotiaMcLeod team, supporting...

Administrateur Serveur Central MVS ExpertAvertissez-vous, les problèmes ne s'arrêtent pas ! Nous sommes à la recherche d'un expert en serveurs centraux pour rejoindre notre équipe de conseillers du bureau de Montréal.Description du PosteNous recherchons un administrateur serveur central MVS expert pour rejoindre notre équipe. Vous serez...

A career as an Expert Financial Consultant in the National Bank's Exclusive Remote Advisory Services team means being part of a dynamic team that helps clients achieve their financial goals. With a focus on delivering exceptional client service, you will have the opportunity to make a positive impact on our organization.Your Key ResponsibilitiesCultivate...

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 SummaryJob DescriptionThis role focuses on providing comprehensive financial planning solutions to clients, acting as the primary financial planner in our centralized service and in partnership with Financial Planning Specialists.What is the opportunity?As an integral part of the Family Office Service team, the Financial Planning Analyst will provide...

About the RoleWe are seeking a highly skilled Financial Services Expert to join our Multi-Unit team, where you will play a critical role in shaping the financial futures of our clients.This is an exciting opportunity for a credit analysis professional with experience in multi-unit real estate financing and construction loans. As a Financial Services Expert,...

AbbVie is a global leader in the development of innovative medicines and solutions that transform people's lives.We are seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team. This role will be responsible for supporting financial planning, forecasting, and reporting activities.Key Responsibilities:Design and develop complex...

BeBee Professionals is looking for a Financial Services Expert to join our team in Montreal. The successful candidate will be responsible for providing financial advice to clients, analyzing financial data, and developing strategies to maximize returns on investments.The ideal candidate will have a Bachelor's degree in finance, economics, or a related field,...

OverviewManulife is a leading international financial services group that helps people make their decisions easier and lives better. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.Salary & BenefitsThe annual base salary for this role is $116,530 CAD. Employees also have the...