Current jobs related to Financial Planner - RivièreDesPrairies Southwest - National Bank
-
Financial Planner
1 month ago
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
-
Financial Planner
1 month ago
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
-
Financial Planner
1 month ago
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Financial Planner
1 month ago
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Financial Planner/Investment Specialist
2 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRequisition ID: 209431At Scotiabank, we're seeking a skilled Financial Planner/Investment Specialist to join our team. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key responsibilities include:Conducting in-depth...
-
Financial Planner/Investment Specialist
2 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRequisition ID: 209431At Scotiabank, we're seeking a skilled Financial Planner/Investment Specialist to join our team. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key responsibilities include:Conducting in-depth...
-
Financial Planner/Investment Specialist
3 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeJob SummaryAs a Financial Planner/Investment Specialist at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities...
-
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Dollard-Des Ormeaux, Canada Royal Bank of Canada> Full timeJob SummaryJob Description** This is an opportunity for the West Island region **What is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by...
-
Financial Planner/Investment Specialist
3 weeks ago
Dollard-Des Ormeaux, Canada Scotiabank Full timeRequisition ID: 209431Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
-
Financial Planning and Investment Specialist
2 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal will be to provide investment and financial planning advice to help clients meet their unique goals.Key...
-
Financial Planning and Investment Specialist
2 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRole OverviewAs a Financial Planner/Investment Specialist at Scotiabank, you will play a crucial role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate...
-
Dollard-des-Ormeaux, Canada Brother Canada Full timeFaites progresser votre carrière tout en faisant une différence. Joignez-vous à Brother Canada en tant que directrice ou directeur, chaîne d’approvisionnement et planification des ventes et des opérations. Êtes-vous prêt(e) à passer à une nouvelle étape de votre carrière? Brother Canada est l’endroit parfait pour le faire. Nous savons que...
-
Dollard-Des Ormeaux, Canada Brother Canada Full timeFaites progresser votre carrière tout en faisant une différence. Joignez-vous à Brother Canada en tant que directrice ou directeur, chaîne d’approvisionnement et planification des ventes et des opérations. Êtes-vous prêt(e) à passer à une nouvelle étape de votre carrière? Brother Canada est l’endroit parfait pour le faire. Nous savons que la...
Financial Planner
2 months ago
Identify clients’ investment and financing needs in order to draft a personalized financial plan
Advise clients based on their needs and market trends to offer customized solutions
Create business development opportunities to increase the number of clients and the volume of existing portfolios
Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed
Your team
With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role.
Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.
Prerequisites :
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
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
