Financial Planning Expert

Job SummaryA career as a National Bank Financial Planner 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 a positive impact on people's financial well-being.Key...

About This RoleAs a Senior Financial Planning Expert at National Bank, you will play a key role in advising clients on their financial planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesAssess clients' investment and financing needs to create tailored financial plans.Provide expert advice to clients on...

About the Role:We are seeking a Senior Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will be responsible for providing expert financial planning advice to clients and developing personalized financial plans to meet their life goals.Key Responsibilities:Identify clients' investment and...

About the Role:We are seeking a Senior Financial Planning Expert to join our team at National Bank. As a Financial Planning Advisor, you will be responsible for advising clients on their investment and financing needs, drafting personalized financial plans, and creating business development opportunities to increase client portfolios.Key...

As 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...

Job SummaryA career as a National Bank Financial Planner 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.Key ResponsibilitiesProvide expert financial planning advice to...

Financial Planning ExpertA career as a National Bank Financial Planner 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 a positive impact.Your...

About the Role:We are seeking a highly skilled Business Development Expert to join our team at National Bank. As a key member of our financial planning team, you will be responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and providing customized solutions.Key Responsibilities:Identify clients' needs...

We 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...

## Job Summary As a Financial Planner at National Bank, you will be responsible for advising clients on their financial needs and creating personalized financial plans to meet their goals. This role requires strong business development skills, as you will be responsible for identifying new business opportunities and growing existing portfolios. ## Key...

About the Role:We are seeking a skilled Senior Financial Advisor to join our team at National Bank. As a Financial Planning Expert, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business relationships.Key Responsibilities:Identify clients' investment and financing...

Company OverviewAt Intact Financial Corporation, we take pride in helping people, businesses, and society prosper in good times and be resilient in bad times. Our employees are at the heart of what we do best, and when you join our team, you're bringing this purpose to life alongside a passionate community of experts.Our hybrid work model provides the...

Détails 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...

L'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...

At Intact Financial Corporation, we're empowering our employees to be and do their best every day. As a dedicated team, we're passionate about helping people, businesses, and society prosper in good times and be resilient in bad times.Our core values revolve around being at the heart of our business, focusing on excellence, innovation, and...

Rôle 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...

We 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...

About the RoleAs a Financial Planner at National Bank, you will play a key role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized financial plans to meet their objectives.Key ResponsibilitiesConduct financial needs assessments to identify clients' investment and...

Notre équipe d'experts en services bancaires Nous recherchons des professionnels talentueux pour rejoindre notre équipe de services bancaires. En tant que représentant principal, Service à la clientèle, vous utiliserez votre expertise en matière de produits financiers pour aider les clients à gérer leurs besoins bancaires courants. Votre rôle ...

**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...