Current jobs related to Financial Planning Expert - Fredericton, New Brunswick - Banque Nationale du Canada
-
Financial Planning Expert
4 days ago
Fredericton, New Brunswick, Canada beBee Careers Full timeAbout the RoleWe are seeking a seasoned professional to join our team as a Financial Planning Expert. In this role, you will be responsible for providing comprehensive financial planning and advice to mass affluent investing clients. As a key member of our team, you will assist clients in meeting their financial goals and objectives by focusing on...
-
Financial Planning Expert
2 days ago
Fredericton, New Brunswick, Canada beBee Careers Full timeAbout the JobWe are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for managing a portfolio of customers to meet and exceed negotiated deposit and investment sales goals.Your primary role will be to establish and deepen relationships with existing customers and those referred by branch partners....
-
Financial Planning Analyst
2 weeks ago
Fredericton, New Brunswick, Canada Rutgers University Full timeAt Rutgers University, we are seeking a skilled Financial Analyst to join our team in the University Office of Financial Planning, Analyses and Budget. As a key member of our finance team, you will play a critical role in performing complex budget and forecast projections, analyzing financial data, and providing critical insights to inform...
-
Financial Expert
5 days ago
Fredericton, New Brunswick, Canada beBee Careers Full timeWe are seeking a highly skilled financial expert to join our team of experienced accountants.About the RoleIn this role, you will be responsible for analyzing financial data, developing accounting solutions, and providing expert advice on tax planning and compliance.Key ResponsibilitiesAnalyze financial data to identify trends and opportunitiesDevelop and...
-
Financial Planning Specialist
5 days ago
Fredericton, New Brunswick, Canada beBee Careers Full timeJob Description:A Financial Planning Specialist is required to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. The ideal candidate will focus on investment sales, new client acquisition, and establishing business development opportunities with prospects and clients.Main...
-
Financial Planning Advisor
1 day ago
Fredericton, New Brunswick, Canada beBee Careers Full timeSales and Client Acquisition">Focusing on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. The key priority is providing investment and financial planning advice to help clients meet their unique goals.">Investment Sales and Business Development">">Conducting in-depth reviews for...
-
Financial Planning Expert
4 days ago
Fredericton, New Brunswick, Canada beBee Careers Full timeJob DescriptionWe are seeking a skilled Finance Analyst to join our team. As a Finance Analyst, you will play a key role in supporting financial business decisions through the preparation of detailed financial analysis.Key Responsibilities:Prepare and present financial analysis to stakeholdersAnalyze and forecast key operational and financial metricsAssist...
-
Investment and Retirement Planning Expert
4 days ago
Fredericton, New Brunswick, Canada beBee Careers Full timeAbout the PositionThis role involves delivering trusted financial advice on complex investment and retirement planning strategies. As a key member of our sales team, you will establish and deepen investment and banking relationships with existing customers.Key Functions:Develop customized financial strategies and solutions for clients.Conduct comprehensive...
-
Financial Planning Specialist
1 day ago
Fredericton, New Brunswick, Canada beBee Careers Full timeSalary: A competitive compensation and benefits package that rewards growing and maintaining your client base.">Job Description: As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You realize that your clients are your greatest asset, and your...
-
Financial Planning Specialist
2 weeks ago
Fredericton, New Brunswick, Canada Cpanewbrunswick Full timeCpanewbrunswick seeks a skilled Financial Planning Specialist to join its Corporate Financial Planning team. The ideal candidate will have a strong analytical background, excellent communication skills, and the ability to work collaboratively across departments to drive business results.Key ResponsibilitiesConduct financial analysis to evaluate the...
Financial Planning Expert
3 weeks ago
At Banque Nationale du Canada, we are seeking a highly skilled Financial Planning Expert to join our team. As a National Bank Financial Planner, you will play a crucial role in advising clients and drafting personalized financial plans to meet their life goals.
Your key responsibilities will include:
- Identifying clients' investment and financing needs to create tailored financial plans
- Providing expert advice based on market trends and client needs
- Developing business opportunities to grow existing portfolios and attract new clients
- Maintaining high service and operational quality standards while ensuring compliance and risk management
In this role, you will benefit from working with a large established company, covering a vast territory, and enjoying flexible working conditions. Our training programs focus on on-the-job learning, helping you master your role. You will also have access to colleagues with diverse expertise, experience, and backgrounds to enrich your development.
To succeed in this position, you must possess a Bachelor's degree or equivalent recognized by the IPF, as well as a Mutual fund representative (MFR) license. Additionally, you should have experience in portfolio management with business development objectives and business development experience in the financial advisory services field.
We offer a wide range of benefits, including competitive compensation, health and wellness programs, an Employee Share Ownership Plan, and preferential banking services. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience, and we actively listen to employees' ideas through regular feedback and ongoing communication.
