Current jobs related to Senior Financial Planning Advisor - Montreal - National Bank
-
Senior Financial Planning Advisor
2 weeks ago
Montreal, Canada National Bank of Canada Full timeSenior Financial Planning Advisor Join to apply for the Senior Financial Planning Advisor role at National Bank of Canada 1 week ago Be among the first 25 applicants A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing...
-
Senior Financial Planning Advisor
1 day ago
Montreal, Canada National Bank Full timeA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced...
-
Senior Financial Planning Advisor
1 week ago
Montreal, Canada Banque Nationale du Canada Full timeA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced...
-
Senior Financial Planning Advisor
2 weeks ago
Montreal, Canada Banque Nationale du Canada Full timeA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial...
-
Montreal, Canada National Bank of Canada Full timeA leading financial institution in Montreal seeks a Senior Financial Planning Advisor to support clients in comprehensive financial planning. This mid-senior level role requires strong expertise in financial planning concepts and taxation. Responsibilities include conducting client interviews, managing complex financial cases, and preparing training for...
-
Montreal, Canada Intact Financial Corporation Full timeA leading financial services company is seeking a Senior IT Technical Advisor for production support of financial applications. Your role will include managing incidents, facilitating financial processes, and participating in a hybrid working environment. The ideal candidate will have a degree in technology, at least 5 years of experience, and strong skills...
-
Senior Risk Management Advisor
2 weeks ago
Montreal, Canada iA Financial Group Full timeJob Description Job Title Senior Risk Management Advisor Build the future with us Are you driven by strategy and innovation in risk management and eager to contribute to an organization whose purpose is to ensure clients feel confident and secure about their future? As a Senior Risk Management Advisor, you will play a key role in implementing innovative...
-
Senior Planning Advisor – Real Estate Strategy
3 weeks ago
Montreal, Canada National Bank of Canada Full timeA major financial institution is seeking a Senior Advisor in Planning for its Real Estate Department in Montreal. The advisor will support and coordinate real-estate projects, optimize processes, and lead planning strategies. Candidates should have a Bachelor’s degree and substantial experience in needs analysis and space planning. This full-time position...
-
SUN LIFE FINANCIAL ADVISOR
5 days ago
Montreal, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Montreal, Quebec time type Full time posted on Posted Yesterday job requisition id JR00034445 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
-
SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Montreal, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
Senior Financial Planning Advisor
2 weeks ago
Attendance Hybrid Job number 29350 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 06-Nov-2025 Area(s) of interest: Wealth management Location(s): Brossard, Drummondville, Montreal, Sherbrooke, Victoriaville A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning. Your job: · Become one of the references in financial planning within the client advisory team of one of the largest asset management firms in Canada · Conduct interviews with clients, establish a trust relationship with them, and create financial plans tailored to the needs of each high-net-worth client · Be a team player, maintain relationships with numerous internal and external stakeholders · Manage multiple complex cases with tight deadlines in a constantly evolving environment · Prepare and deliver training sessions on financial planning to investment advisors · Identify and develop business opportunities for all services and products offered by National Bank Financial · Understand business issues and, most importantly, participate in the development of practical solutions Your team Based at the South Shore offices of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the South Shore region in financial planning (7 areas of intervention). Prerequisites: 15 years of relevant experience University degree in a relevant field (accounting, actuarial science, finance, economics, etc.) In-depth knowledge of financial planning concepts, including personal and corporate taxation and pension plans Significant experience in a consulting role Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, estate planners, etc.) Ability to simplify complex concepts Availability to travel to the greater South Shore NBF offices Assets: Member of the Institut (Québécois) de planification financière Experience or master's degree in taxation (or CICA Indepth tax course) Knowledge of insurance strategies Knowledge of the wealth management field Member of Financial Planner Canada Languages: English, French Reason to require this language: you will need to serve clients who speak a language other than French regularly. Skills Press space or enter keys to toggle section visibility Estate Planning Teamwork Wealth Management Initiative Adaptability Analytical thinking Rigor Collaboration Customer Centricity Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * 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 These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
