Financial Planning Expert

1 month ago


SaintJeansurRichelieu, Quebec, Canada NBC Full time

## 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 Responsibilities

* Identify clients' investment and financing needs to draft personalized financial plans
* Advise clients based on their needs and market trends to offer customized solutions
* Develop business development opportunities to increase client base and portfolio volume
* Ensure high-quality service and operational standards, as well as compliance with risk management rules

## Your Team

At National Bank, you will be part of a large and established company with a wide range of expertise and experience. Our training programs are designed to help you master your role, and you will have access to colleagues with diverse backgrounds and expertise. Our company values include partnership, agility, and empowerment, and we strive to create a barrier-free workplace.

## Requirements

* Bachelor's degree or equivalent recognized by the IQPF
* Diploma from the Institut Québécois de Planification Financière (IQPF) or 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

## Benefits

As a Financial Planner at National Bank, you will be eligible for a wide range of benefits, including competitive compensation, health and wellness programs, flexible group insurance, and employee share ownership plan. We also offer opportunities for community involvement and a dynamic work environment with cutting-edge collaboration tools.



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

    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...


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

    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...


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

    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...


  • 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...


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

    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...


  • Saint-Georges, 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 providing expert financial planning advice to clients and developing personalized financial plans to meet their life goals.Key Responsibilities:Identify clients' investment and...


  • Saint-Jean-sur-Richelieu, Quebec, Canada Logistik Unicorp Inc Full time

    Analyste Financier Senior Expert L'Analyste Financier Senior Expert a pour responsabilité de fournir des informations financières et des analyses pertinentes pour la bonne gestion de Logistik Unicorp Inc. Participer à la préparation d'états financiers et au processus de consolidation mensuel ;Effectuer des analyses et des rapports afin...


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

    About the Role:We are seeking a highly skilled Financial Planning Expert to join our team at National Bank. As a Senior Financial Advisor, 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...


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

    About the JobWe are seeking a highly skilled Financial Planning and Analysis Expert to join our team at Comfort Inn & Suites.Job SummaryThe ideal candidate will have strong analytical skills, attention to detail, and excellent communication abilities.Key ResponsibilitiesPlan, set up and administer accounting systems to ensure accurate financial information...


  • 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...


  • 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...


  • 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...


  • Saint-Georges, 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 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...


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

    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...


  • 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...


  • Saint-Jean-sur-Richelieu, Quebec, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    About UsCanadian Forces Morale and Welfare Services (CFMWS) is a leading organization that champions a healthy, fun, creative, and active lifestyle for Canadian Armed Forces members, Veterans, and their families.We offer a wide range of recreation and fitness programs, family support, charity events, retail discounts, travel benefits, and customized...

  • Responsable Financier

    2 weeks ago


    Saint-Jean-sur-Richelieu, Quebec, Canada Fed Finance Full time

    Recherchez un Contrôleur FinancierFed Finance est à la recherche d'un Contrôleur Financier expérimenté pour rejoindre notre équipe.Compétences requisesMaîtrise des principes comptables et des normes financièresExpérience de 3-5 ans dans un poste similaireBilinguisme et analyse des détailsTitre universitaire en comptabilitéLe Contrôleur Financier...

  • Contrôleur Financier

    4 weeks ago


    Saint-Jean-sur-Richelieu, Quebec, Canada Artemis Recrutement Full time

    Artemis Recrutement recherche un expert comptable pour superviser les opérations financières et veiller à la conformité. Le candidat idéal possèdera une expérience de 3 ans en comptabilité et/ou audit, ainsi qu'une bonne connaissance de la législation financière.ResponsabilitésSuperviser les procédures financières, y compris la comptabilité, la...


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

    About the RoleWe're seeking a talented and passionate professional to join our Personal and Business Banking team as a Financial Services Representative II. In this role, you'll have the opportunity to foster key relationships with clients, understand their financial and personal goals, and provide informative and tailored service to help them achieve their...

  • Contrôleur Financier

    3 weeks ago


    Saint-Jean-sur-Richelieu, Quebec, Canada Fed Finance Full time

    Créée en 2001, Fed Finance est une entreprise spécialisée dans le recrutement temporaire et permanent pour les métiers de la comptabilité et de la finance. Nous sommes convaincus que notre équipe d'experts en finance peut vous aider à atteindre vos objectifs.Poste : ContrôleurVous recherchez un poste qui vous permettra de mettre vos compétences...