Financial Planning Specialist
3 days ago
About the Role: As a Financial Planning Specialist at Scotiabank, you will play a vital role in delivering trusted financial advice to customers and helping them achieve their goals. You will be responsible for creating personalized financial plans, leveraging relevant financial planning tools and resources.
Your Key Responsibilities:
- Educate customers on various financial products and services
- Create comprehensive financial plans tailored to individual customer needs
- Develop strong relationships with customers and provide ongoing support
- Demonstrate expertise in financial sales and build trust with customers
Your Skills and Qualifications:
- Sales management experience and ability to market financial products
- Strong communication and interpersonal skills
- Licence to sell mutual funds and working towards CIFP Diploma in Financial Planning or equivalent
What We Offer:
- A competitive salary of $85,000 per year, plus commissions
- Benefits package including health insurance, retirement savings plan, and paid time off
- Ongoing training and development opportunities
- Collaborative work environment with a diverse team
Location: This role is based in Montreal, Canada, and you will have the opportunity to work with a variety of customers from different backgrounds.
-
Financial Planning Specialist
1 month ago
Montreal, Quebec, Canada Royal Trust Corporation of Canada Full timeJob Title: Financial Planning SpecialistAt Royal Trust Corporation of Canada, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management team, you will play a critical role in delivering comprehensive financial plans to our high net worth clients.Key Responsibilities:Prepare customized financial...
-
Financial Planning Analyst
3 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout 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...
-
Strategic Financial Planning Specialist
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob DescriptionWe are seeking a Strategic Financial Planning Specialist to join our team at Scotiabank. This role is responsible for providing comprehensive financial planning advice to high net worth clients.Develop and implement financial plans tailored to clients' specific needs.Collaborate with internal teams to ensure integrated and organized approach...
-
Financial Planning Expert
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeCompany 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...
-
Strategic Financial Planning Specialist
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeOverviewScotiabank is a leading bank in the Americas, committed to making a difference in our communities and helping customers achieve success.About the RoleThis role offers a unique opportunity to provide exceptional service to mid-affluent customers and build lasting relationships. As an Investment & Personal Banking Specialist, you will connect with...
-
Senior Financial Planning Specialist
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob OverviewWe are seeking a Senior Financial Planning Specialist to join our Canadian Banking Branch network. As a key member of our team, you will provide exceptional service to customers and help them achieve their financial goals.About the RoleIn this role, you will be responsible for delivering trusted financial advice and providing a full range of...
-
Financial Planning Strategist
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeUnlock Career OpportunitiesWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada. As a key member, you will be responsible for delivering comprehensive financial plans to High Net Worth (HNW) clients.Job Description:Develop personalized financial plans addressing client needs in financial, investment,...
-
Financial Analyst Reinsurance Specialist
2 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeJob DescriptionWe are seeking a highly skilled Financial Analyst Reinsurance Specialist to join our team at Intact Financial Corporation.About the RoleThe Financial Analyst Reinsurance Specialist will play a key role in supporting Group Reinsurance activities, providing recommendations to ensure consistency and application of best reinsurance practices...
-
Strategic Financial Planning Expert
2 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeWe 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...
-
Financial Planning Analyst
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob 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...
-
Financial Planning Specialist
4 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify...
-
Montreal, Quebec, Canada Randstad Canada Full timeJob DescriptionWe are seeking a highly skilled Data Management Specialist for Financial Planning and Analysis to join our team in Montreal, QC. As a key member of our IT Finance department, you will play a vital role in supporting financial planning and analysis processes in an Oracle Hyperion/Essbase environment.The ideal candidate will have 3-5 years of...
-
Montreal, Quebec, Canada AbbVie Inc Full timeAbout UsAt AbbVie Inc., we are driven to discover and deliver innovative medicines and solutions that address serious health issues. Our mission is to make a remarkable impact on people's lives across various therapeutic areas, including immunology, oncology, neuroscience, and eye care.We are seeking a skilled Senior Financial Planning and Analysis...
-
Financial Data Analyst
2 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Data Analyst - Renewal Specialist, you'll play a key role in maximizing renewal outcomes for our clients.About the Role:The Renewal Specialist will support a regional team of Corporate Account Executives with clients over...
-
Senior Financial Planning Specialist
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 209165At Scotiabank, we're looking for a Senior Financial Planner to join our Centralized Planning Group. As a key member of our team, you'll be responsible for delivering exceptional financial planning experiences to our clients. This involves developing comprehensive financial plans, leveraging best-in-class strategies, and utilizing...
-
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're seeking an experienced Accounting Specialist to join our Financial Reporting & Consolidation department.The successful candidate will play a key role in the analysis and disclosure of financial information, participating in the preparation of quarterly and annual consolidated financial statements. Additionally, they...
-
Senior Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada NBC Full timeAbout 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...
-
Financial Planning and Analysis Specialist
1 month ago
Montreal, Quebec, Canada Busbud Inc Full timeAt Busbud Inc, we are seeking a detail-oriented and analytical Jr. FP&A Analyst to support our FP&A Manager in financial planning, analysis, and reporting processes.Key Responsibilities:Develop and maintain comprehensive financial models, forecasts, and dashboards to support business planning and decision-making.Assist in the preparation of the annual budget...
-
Senior Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRole OverviewAs a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.Key...
-
Senior Financial Planning Professional, Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and their communities achieve success through various advice, products, and services.A High-Paying OpportunityWe are offering a highly competitive salary of approximately $85,000 per year for this Senior Financial...