Senior Financial Planning Expert

We 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...

Job SummaryAs a Senior Financial Planning Expert at National Bank, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business relationships. This role requires a strong understanding of financial planning principles and excellent communication skills.Key...

Job Summary:As a Senior Financial Planning Expert at National Bank, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.Key Responsibilities:Identify clients' investment and financing needs to draft a personalized...

Role SummaryWe are seeking a Senior Financial Planning Expert to join our team at National Bank in Montreal, Quebec.Job DescriptionCompany OverviewAs a leading bank on a human scale, National Bank stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives through our core values of...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at National Bank. As a Senior Financial Planning Expert, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business opportunities to increase client portfolios.Key...

AbbVie is a global leader in the development of innovative medicines and solutions that transform people's lives.We are seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team. This role will be responsible for supporting financial planning, forecasting, and reporting activities.Key Responsibilities:Design and develop complex...

About 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...

Job Title: Financial Planning ExpertAbout the Role: As a Financial Planning Expert at Royal Bank of Canada, you will work closely with our advisors to deliver comprehensive, customized financial plans to high net worth clients. Your role will involve preparing financial plans that meet client needs in financial, investment, retirement, tax, risk management,...

Job SummaryIntact Financial Corporation seeks a talented Treasury Manager - Financial Expert to join our team. As a key member of our group treasury management team, you will be responsible for overseeing various treasury management activities and providing expert financial guidance to support the company's strategic objectives.About the RoleMonitor...

Job SummaryWe are seeking a skilled Financial Planning Expert to join our team at NBC. As a Financial Planning Expert, you will be responsible for advising clients on their financial planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a personalized...

Role Summary:The Senior Total Wealth Planner is a key member of the Scotia Wealth Management team, responsible for providing comprehensive financial planning advice and support to high net worth clients.Main Responsibilities:Deliver end-to-end goals-based financial plans by gathering key data, preparing and analyzing financial plans, and presenting related...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our Wealth Management group, you will provide expert guidance on tax, estate, and financial planning strategies to our clients and advisors.The ideal candidate will have a strong background in...

About 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...

Job OverviewWe are seeking an experienced Senior Total Wealth Planner to join our team in Montreal, Quebec.The ideal candidate will have a strong background in financial planning and a proven track record of delivering high-quality service to clients.Key ResponsibilitiesDeliver comprehensive financial plans to high net worth clients, utilizing deep discovery...

Job SummaryWe are seeking a highly skilled Senior Financial Planning Advisor Developer to join our team at Desjardins Group.About the RoleAs a Senior Financial Planning Advisor, you will work closely with high-net-worth clients and business clients to provide personalized financial planning and wealth management support.Key ResponsibilitiesProvide...

Be a Key Player in Coveo's Financial StrategyReady to make a significant impact on Coveo's financial decisions with your expertise in financial analysis?We're looking for a Senior FP&A Analyst to collaborate closely with the finance team and stakeholders across all departments to provide critical financial insights and support strategic decision-making.Key...

Job Title: Financial PlannerAs a Financial Planner at National Bank, you will play a key role in advising clients and drafting personalized financial plans to meet their life goals. This position offers a unique opportunity to develop your business relationships and leadership skills while making a positive impact on people's lives.Key...

Company 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...

Requisition ID: 209165At Scotiabank, we're committed to delivering exceptional financial planning experiences for our clients. As a Senior Financial Planner, you'll play a key role in achieving this goal by providing tailored financial planning proposals and advice to our clients.The Senior Financial Planner is responsible for teaming with regional advisors...

At Intact Financial Corporation, we're looking for a highly skilled Senior Software Development Expert to join our team. As a key member of our software development team, you will be responsible for designing, developing, and maintaining complex software systems.About the RoleWe're seeking a talented Java and Angular Software Developer to join our growing...