Financial Planning Expert
6 days ago
Company Overview:
National Bank is a large established company that covers a vast territory, offering flexible working conditions and opportunities to make a positive impact on people's lives.
Salary:
The estimated annual salary for this position ranges from $80,000 to $120,000 based on location and experience.
Job Description:
This Senior Professional role involves advising clients on their investment and financing needs, creating personalized financial plans, and developing business relationships. As a National Bank Financial Planner, you will be part of a team that fosters a positive employee experience through dynamic work environments and cutting-edge collaboration tools.
Required Skills and Qualifications:
- Bachelor's degree or equivalent recognized by the IQPF
- Diploma from the Institut Québécois de Planification Financière (IQPF) or in progress
- Mutual fund representative (MFR) licence
- Experience in portfolio management with business development objectives
- Business development experience in the financial advisory services field
Benefits:
In addition to competitive compensation, you will be eligible for a wide range of benefits, including health and wellness programs, flexible group insurance, and generous pension plans.
Others:
National Bank values inclusivity and offers a barrier-free workplace that is accessible to all employees. We actively listen to employees' ideas and encourage regular feedback and communication.
-
Senior Financial Planning Expert
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeAs a Senior Financial Planning Expert at National Bank, you will have the opportunity to work with a large established company covering a vast territory, offering flexible working conditions and helping local people build their lives. You will be responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and...
-
Expert Financial Solutions Specialist
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeWe are seeking a highly skilled Banking Advisor to join our team at National Bank. As a valued member of our organization, you will play a crucial role in delivering exceptional client experiences and driving business growth.This is an exciting opportunity for a customer-focused individual who is passionate about financial services and committed to providing...
-
Senior Financial Consultant
4 days ago
Saint-Georges, Quebec, Canada National Bank Full timeAs a Senior Financial Consultant at National Bank, you will play a key role in helping clients achieve their financial goals. With a competitive salary of $120,000 per year, this position offers excellent compensation and benefits.About the RoleThis is an exciting opportunity to join our team of experienced financial advisors. In this role, you will be...
-
Expert en planification financière senior
6 days ago
Saint-Georges, Quebec, Canada National Bank Full timeProfessionnalisation dans une carrière d'expert en planification financière pour consulter la clientèle.Fonction du poste : Identifier les besoins d'investissement et de financement de la clientèle afin de concevoir un plan financier personnalisé. Conseiller la clientèle sur leurs besoins et les tendances du marché pour offrir des solutions adaptées....
-
Financier Expert
3 weeks ago
Saint-Jacques-le-Mineur, Quebec, Canada Industries Mailhot Full timeDétails du PosteNous recherchons un Financier Expert pour rejoindre notre équipe dynamique à Industries Mailhot.Compétences et Expériences RequisesBaccalauréat en Sciences comptablesTitre CPA ou en obtention (atout)Minimum 5 ans d'expérienceExpérience en industrie manufacturière (atout)Maîtrise d'Excel niveau avancéMaîtrise d'un gestionnaire de...
-
Conseiller en Investissements Financiers
1 month ago
Saint-Georges, Quebec, Canada Banque Nationale Full timeL'étant donné ton intérêt pour les carrières en Banque Nationale, nous recherchons un Conseiller en Investissements Financiers pour rejoindre notre équipe de professionnels passionnés. Ce rôle te permettra de développer tes compétences en planification financière et de conseiller nos clients sur leurs objectifs financiers.En tant que...
-
Experte en sinistres en assurance
3 weeks ago
Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full timeRôle et responsabilitésL'intégration de l'expertise dans nos équipes contribue à faire progresser notre modus operandi. Comme experte en sinistres, vous serez au cœur des aspects clés de notre activité d'assurance.Ce rôle est centré sur la prise en charge efficace des sinistres, en collaborant avec les experts en souscription, en...
-
Wall Finishing Expert
2 months ago
Saint-Georges, Quebec, Canada beBee Professionals Full time $45,000 - $65,000We are seeking a skilled Wall Finishing Expert to join our construction team in Canada. As a Wall Finishing Expert, you will be responsible for installing drywall panels, ensuring smooth and quality finishes in residential and commercial properties.Key Responsibilities:Measure and cut drywall sheets to fit specific wall and ceiling dimensions.Install drywall...
-
Financial Planner
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full time**Job Title:** Financial PlannerAbout the Role:We're seeking a skilled Financial Planner to join our team at National Bank. As a Financial Planner, you'll be responsible for advising clients on their investment and financing needs, and creating personalized financial plans to meet their goals.Key Responsibilities:Identify clients' investment and financing...
-
Financial Planner Specialist
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob OverviewWe are seeking a highly skilled Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in advising clients and developing financial plans to meet their goals.
-
CIBC Financial Services Expert
2 days ago
Saint-Jean-sur-Richelieu, Quebec, Canada CIBC Full timeWe are seeking a highly skilled Financial Services Representative II to join our team at CIBC.About the RoleThis is a fantastic opportunity for a motivated and goal-oriented individual who is passionate about delivering exceptional client experiences. As a Financial Services Representative, you will play a key role in fostering strong relationships with...
-
Analyste Financier Senior Expert
4 weeks ago
Saint-Jean-sur-Richelieu, Quebec, Canada Logistik Unicorp Inc Full timeAnalyste Financier Senior Expert L'Analyste Financier Senior Expert a pour responsabilité de fournir des informations financières et des analyses pertinentes pour la bonne gestion de Logistik Unicorp Inc. Participer à la préparation d'états financiers et au processus de consolidation mensuel ;Effectuer des analyses et des rapports afin...
-
Financial Planning Specialist
4 weeks ago
Saint-Lambert-de-Lauzon, Quebec, Canada Scotiabank Full timeAbout the RoleAs a purpose-driven professional, you will be part of a winning team committed to delivering exceptional results in an inclusive and high-performing culture. You will provide trusted financial advice and create personalized financial plans for clients.Main Responsibilities:Educate customers on financial matters, providing relevant insights and...
-
Saint-Georges, Quebec, Canada CIBC Full timeMissionNous recherchons des professionnels talentueux et passionnés pour rejoindre notre équipe de Services bancaires personnels et PME. En tant que représentant principal, Service à la clientèle, vous utiliserez votre expertise en matière de produits et services financiers pour aider les clients à gérer leurs besoins bancaires...
-
Conseiller financier senior
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeDescription du posteEn tant que Conseiller financier senior à la Banque Nationale, tu jouerais un rôle clé dans la planification financière pour conseiller la clientèle.Objetifs du poste : Identifier les besoins d'investissement et de financement de la clientèle.Concevoir un plan financier personnalisé pour atteindre les objectifs de vie.Conseiller la...
-
Financial Data Expert
1 week ago
Saint-Bruno, Quebec, Canada Fed Finance Canada Full timeFinancial Information ResponsibilitiesAs a key member of the Fed Finance Canada team, this role involves preparing and analyzing complex financial data to support business decision-making and drive growth. Responsibilities include:Preparation of quarterly and annual consolidated financial statements, management reports, and other financial...
-
Stratégiste financier senior
4 days ago
Saint-Georges, Quebec, Canada National Bank Full timeVous êtes en quête d'une carrière qui vous permettra de développer vos compétences en planification financière et en conseil ? La Banque Nationale offre une opportunité exceptionnelle pour un Stratégiste financier senior. Ce poste est l'occasion de faire croître votre expertise dans la création de plans financiers personnalisés, tout en...
-
Contrôleur financier expert
7 days ago
Saint-Hyacinthe, Quebec, Canada Fed Finance Full timeDéveloppez vos compétences en comptabilité et financeFed Finance, cabinet de recrutement spécialisé dans le secteur des métiers de la finance, recherche un Contrôleur financier expert pour rejoindre son équipe.Localisé à Saint-Hyacinthe, ce poste permanent offre une opportunité d'évolution professionnelle et de croissance personnelle. Les...
-
Financial Controls Specialist
4 weeks ago
Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking an experienced Senior Analyst to join our North America Group Financial Controls team. As a key member of our team, you will play a pivotal role in ensuring the company's regulatory compliance, efficient risk management, and strong internal control environment.Your primary responsibilities will include assisting the manager in...
-
Gestionnaire Financier Senior
3 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeNational Bank vous propose un poste de gestionnaire financier senior dans son équipe de conseillers en finance. Vous travaillerez en étroite collaboration avec nos clients pour leur fournir des conseils personnalisés et des solutions financières adaptées à leurs besoins.Développez vos compétencesEn tant que gestionnaire financier senior, vous serez...