Current jobs related to Financial Planning Expert - CarletonsurMer, Quebec - National Bank

  • Financial Planning Expert

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled 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 unique needs and goals.Key ResponsibilitiesIdentify clients'...

  • Financial Planning Expert

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will play a critical role in helping clients achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized financial plans for clients, taking into account their unique needs and...

  • Financial Planning Expert

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a key member of our advisory services team, you will play a critical role in helping clients achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized financial plans for clients, taking into account their unique needs and...

  • Financial Planning Expert

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    About the Role:As a Financial Planner at National Bank, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business relationships to increase client portfolios.Your Key Responsibilities:Identify clients' financial goals and develop tailored plans to meet their...

  • Senior Financial Planning Expert

    3 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    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 advising clients on their investment and financing needs, drafting personalized financial plans, and creating business development opportunities to increase client portfolios.Key...

  • Senior Financial Planning Expert

    3 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    About the Role:This is a unique opportunity to join National Bank as a Senior Financial Planning Expert, where you will play a key role in advising clients and drafting personalized financial plans to meet their life goals.Your Key Responsibilities:Identify clients' investment and financing needs to create tailored financial plansAdvise clients based on...

  • Senior Financial Planning Expert

    3 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    Job SummaryAs a Senior Financial Planning Expert at National Bank, you will play a key role in advising clients on their investment and financing needs. You will draft personalized financial plans to meet their life goals and develop business relationships and leadership skills. This position offers a unique opportunity to have a positive impact on people's...

  • Financial Planning Expert

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    {"Job Title": "Financial Planner", "Job Description": "Join Our Team as a Financial PlannerAt National Bank, we're looking for a skilled Financial Planner to join our team. As a Financial Planner, you'll play a key role in helping our clients achieve their financial goals. Your expertise will be invaluable in creating personalized financial plans that meet...

  • Financial Planner Expert

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    About the RoleAs a National Bank Financial Planner, you will 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 ResponsibilitiesIdentify clients' investment...

  • Expert Financial Strategist

    10 hours ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a skilled Expert Financial Strategist to join our team in Carleton, Quebec. As an Expert Financial Strategist, you will play a key role in advising clients on their financial planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesConduct comprehensive assessments of clients' financial...

  • Cloud Financial Governance Expert

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada Softchoice Full time

    Job DescriptionThis role involves driving business value chain activities, from procurement to finance, cloud engineering, line of business, and executives addressing their needs and valued outcomes.Key ResponsibilitiesDevelop and implement cloud financial governance strategies to drive business growth and efficiency.Collaborate with cross-functional teams...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Carleton-sur-Mer, Quebec, Canada Comfort Inn & Suites Full time

    At Comfort Inn & Suites, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for planning, setting up, and administering accounting systems to ensure accurate and timely financial information. Your expertise will be essential in preparing financial...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Carleton-sur-Mer, Quebec, Canada Comfort Inn & Suites Full time

    Job Title: Financial Planning and Analysis SpecialistAt Comfort Inn & Suites, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. The successful candidate will be responsible for planning, setting up, and administering accounting systems, preparing financial information for individuals, departments, or companies, and...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada Comfort Inn & Suites Full time

    Job Title: Financial Planning and Analysis SpecialistJoin Comfort Inn & Suites as a Financial Planning and Analysis Specialist and contribute to the success of our organization. As a key member of our team, you will be responsible for planning, setting up, and administering accounting systems, preparing financial information for individuals, departments, or...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada Comfort Inn & Suites Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Comfort Inn & Suites. As a key member of our finance team, you will be responsible for planning, setting up, and administering accounting systems, preparing financial information, and analyzing financial documents and reports.Key ResponsibilitiesPlan,...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada Comfort Inn & Suites Full time

    At Comfort Inn & Suites, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. The ideal candidate will have a strong background in accounting and financial analysis, with the ability to plan, set up, and administer accounting systems. The successful candidate will also be responsible for preparing financial information...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Carleton-sur-Mer, Quebec, Canada Comfort Inn & Suites Full time

    At Comfort Inn & Suites, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in accounting. Key responsibilities include planning, setting up, and administering accounting systems, preparing financial information for individuals, departments,...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Carleton-sur-Mer, Quebec, Canada Comfort Inn & Suites Full time

    At Comfort Inn & Suites, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for planning, setting up, and administering accounting systems. Your expertise will be essential in preparing financial information for individuals, departments, or companies,...

  • Cloud Financial Governance Expert

    3 weeks ago

    Carleton-sur-Mer, Quebec, Canada Softchoice Full time

    Job Summary:Softchoice is seeking a highly skilled Cloud Financial Governance Expert to join our team. As an Associate Principal, you will play a critical role in supporting our clients in driving the design, development, and facilitation of FinOps services, workshops, and engagements.Key Responsibilities:Drive awareness and understanding of current...

  • Financial Planner

    4 weeks ago

    Carleton-sur-Mer, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs analysis to identify clients'...

Financial Planning Expert

2 months ago

CarletonsurMer, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled and experienced Financial Planning Expert to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in advising clients on their financial planning needs and developing personalized financial plans to meet their goals.

Key Responsibilities
  • Identify clients' investment and financing needs to draft a comprehensive financial plan
  • Provide expert advice to clients based on their needs and market trends to offer customized solutions
  • Develop business development opportunities to increase client base and portfolio volume
  • Ensure adherence to service and operational quality standards, compliance, and risk management rules
About the Team

As a member of our team, you will benefit from working with a large established company with a wide territory and flexible working conditions. Our training programs focus on on-the-job learning to help you master your role, and you will have access to colleagues with diverse expertise and backgrounds to enrich your development.

Requirements
  • Bachelor's degree or equivalent recognized by the IQPF
  • Diploma from the Institut Québécois de Planification Financière (IQPF) or be on track to obtain it within 12 months
  • Mutual fund representative (MFR) licence
  • Experience in portfolio management with business development objectives
  • Business development experience in the financial advisory services field
What We Offer
  • Competitive compensation
  • Flexible benefits to promote wellbeing and that of your family
  • Health and wellness program
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
Our Commitment to Inclusivity

We are committed to creating an accessible and barrier-free workplace for all employees. We welcome candidates from diverse backgrounds and encourage them to apply. If you require accommodation, please let us know during your first conversations with us.