Financial Planning Expert

3 days ago


SaintGeorges, Quebec, Canada National Bank Full time

We are seeking a highly skilled Financial Planner to join our team at National Bank. As a Senior Professional, you will play a key role in advising clients on their financial goals and creating personalized plans to achieve them.

Your responsibilities will include:

  • Identifying clients' investment and financing needs to develop tailored financial plans
  • Providing expert advice based on market trends and client needs to offer customized solutions
  • Developing business opportunities to increase client base and portfolio volume
  • Ensuring high-quality service and operational standards while adhering to compliance and risk management rules

As a Financial Planner with National Bank, you will benefit from:

  • A large established company with a wide territory to cover and flexible working conditions
  • Ongoing learning and development through on-the-job training and personalized content
  • Access to colleagues with diverse expertise and backgrounds to enhance professional growth
  • A comprehensive benefits package including health and wellness program, group insurance, pension plan, and employee assistance program

To be successful in this role, you should possess:

  • 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

The estimated annual salary for this position is around $70,000-$90,000 depending on location and qualifications.



  • Saint-Georges, Quebec, Canada National Bank Full time

    As 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...


  • Saint-Georges, Quebec, Canada National Bank Full time

    Unlock your potential as a Senior Financial Services Professional at National Bank, where you'll have the opportunity to excel in a dynamic and supportive environment.About the RoleThis is an exciting opportunity to join our team as a Senior Financial Planner. As a key member of our financial services team, you will be responsible for providing expert advice...


  • Saint-Georges, Quebec, Canada National Bank Full time

    Are you passionate about helping clients achieve their financial goals?About the RoleIn this exciting opportunity, you will work as a Senior Financial Planner and Portfolio Manager at National Bank. As a trusted advisor, you will be responsible for crafting personalized financial plans that meet the unique needs of our clients.Key ResponsibilitiesDrafting...


  • Saint-Georges, Quebec, Canada Mallette Full time

    Bienvenue au cabinet Mallette, une institution éminente du monde comptable qui réinvente la gestion financière par son approche innovante et collaborative. Notre équipe expérimentée en expertises diversifiées apportera un changement positif à votre quotidien.Recherchez-vous un défi stimulant ? Nous sommes à la recherche d'un expert comptable ou...

  • Wall Finishing Expert

    2 months ago


    Saint-Georges, Quebec, Canada beBee Professionals Full time $45,000 - $65,000

    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...


  • Saint-Jean-sur-Richelieu, Quebec, Canada CIBC Full time

    We 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...


  • Saint-Georges, Quebec, Canada National Bank Full time

    Vous 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...


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Full time

    Are you a seasoned leader in information security seeking a new challenge? We are looking for a Chief Information Security Officer to join our team at Intact Financial.About the RoleThe Chief Information Security Officer will report directly to the Director of Cyber Defense and lead a technical team of experts across multiple locations and time zones. Your...


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    Nous recherchons un Conseiller principal en indemnisation pour renforcer notre équipe spécialisée dans l'assurance. En tant qu'expert en sinistres, vous serez chargé d'analyser les garanties d'assurance des clients et de négocier efficacement avec eux pour trouver une solution à leurs problèmes.Compétences requisesExpertise en assurance...


  • Saint-Lin-Laurentides, Quebec, Canada National Bank Full time

    About the RoleAs a Professional Banking Advisor at National Bank, you will play a key role in delivering exceptional client experiences and driving business growth. Your primary responsibility will be to provide expert financial guidance and advice to clients, helping them achieve their financial goals.Key Responsibilities:Provide personalized banking...


  • Côte-Saint-Luc, Quebec, Canada Ville de Côte Saint-Luc Full time

    Job SummaryThe Ville de Côte Saint-Luc is seeking a seasoned professional to fill the role of Chief Financial Officer. This leadership position requires a dynamic and entrepreneurial individual with exceptional financial management skills.About the RoleThis senior-level position reports directly to the City Manager and works closely with the Council Member...


  • Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    Présentation de l'entrepriseChez Intact Financial Corporation, nous offrons des solutions financières innovantes pour aider les entreprises à réussir. Notre équipe est composée de professionnels expérimentés qui travaillent ensemble pour fournir des services exceptionnels à nos clients.SalaireL’estimation du salaire pour ce poste est comprise...


  • Saint-Lazare, Quebec, Canada National Bank Full time

    Job OverviewWe are seeking a highly skilled and motivated Financial Services Consultant to join our team at National Bank. In this role, you will be responsible for providing exceptional client service and support in a fast-paced banking environment.About the RoleProvide expert advice and guidance to clients on personal banking solutions.Assist clients with...

  • Chef de projet fiscal

    4 weeks ago


    Saint-Georges, Quebec, Canada BVA Full time

    Bienvenue chez BVA, expert en fiscalitéDepuis plus de 60 ans, BVA accompagne les entrepreneurs locaux dans leurs projets. Nous sommes à la recherche d'un professionnel expérimenté pour relever un défi passionnant en tant que chef de projet fiscal.Rôle et responsabilitésConseiller les clients sur les questions fiscales complexes : nous avons besoin...


  • Saint-Pascal, Quebec, Canada National Bank Full time

    About National Bank: As a bank on a human scale, we stand out for our courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.Your Role: As a Financial Services Specialist, you will adopt a friendly approach and use your analytical skills to offer a people-centric experience for clients. Your job...

  • Wall Finishing Expert

    3 months ago


    Saint-Georges, Quebec, Canada beBee Professionals Full time $45,000 - $65,000

    Drywall Installer Job DescriptionWe are seeking a skilled Drywall Installer to join our construction team in Canada.Key Responsibilities:Measure and cut drywall sheets to fit specific wall and ceiling dimensions.Install drywall panels, ensuring alignment and proper attachment to framing.Tape and finish joints between drywall panels.Repair or replace damaged...


  • Saint-Georges, Quebec, Canada beBee Professionals Full time $45,000 - $65,000

    OverviewWe are seeking a skilled Carpenter to join our construction team at beBee Professionals in Saint-Georges.About the JobThis Carpenter position involves crafting, assembling, and repairing structures made from wood and other materials.Responsibilities:Construct and install frameworks, walls, floors, and roofs using materials such as wood, steel, and...


  • Saint-Hyacinthe, Quebec, Canada Fed Finance Full time

    Company OverviewFed Finance is a renowned recruitment consultancy specializing in the recruitment of finance professionals. With a strong presence on Montreal's South Shore, our team of experts provides top-notch services to clients and job seekers alike.Job DescriptionWe are seeking an experienced Assistant Controller for a prominent manufacturing company...


  • Saint-Georges, Quebec, Canada Groupe Beaubois inc. Full time

    Présentation du poste">Ayant entre 1 et 3 ans d'expérience en dessin technique, vous maîtrisez les logiciels SolidWorks et Autocad. Si vous possédez également des connaissances en ébénisterie architecturale et en lecture de plans, nous pouvons discuter de l'opportunité de rejoindre notre équipe de dessin.">Nous sommes un chef de file de...


  • Saint-Hyacinthe, Quebec, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in providing expert recruitment services for accounting and finance professionals.We are committed to supporting you throughout your job search and at every stage of your career.Fiona Moulin, a seasoned recruitment consultant, is seeking a highly skilled Senior Accountant for her client, a leading manufacturing...