Current jobs related to Financial Planner - Richmond - National Bank
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely resolution of...
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely resolution of...
-
Financial Planner
3 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely issue...
-
Financial Planner
3 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely issue...
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely execution of...
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely execution of...
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely resolution of...
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely resolution of...
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication, including telephone, fax,...
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication, including telephone, fax,...
-
Financial Planner
4 months ago
richmond, Canada National Bank Full timeA 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 positi
-
Financial Planner
3 months ago
Richmond, Canada National Bank Full timeA 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 positiv
-
Financial Planner
3 months ago
Richmond, Canada National Bank Full timeA 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 posit
-
Financial Planner
1 month ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly motivated and organized Financial Planner to join our team. As a Financial Planner, you will support top-producing Financial Planners in meeting sales objectives and related activities by providing value-added administrative services and support.Key ResponsibilitiesProvide responsive client contact management through...
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Financial Planner, you will support top-producing Financial Planners in meeting sales objectives and related activities by providing value-added administrative services and support. You will provide responsive client contact management through telephone, fax, and email requests, develop relationships...
-
Financial Planner
4 weeks ago
Richmond, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Financial Planner, you will support top-producing Financial Planners in meeting sales objectives and related activities by providing value-added administrative services and support. You will provide responsive client contact management through telephone, fax, and email requests, develop relationships...
-
Financial Planner
4 months ago
Richmond, Canada NBC Full timeArea of Interest: Advisory services, Personal banking ...
-
Financial Planner
1 month ago
Richmond, British Columbia, Canada Royal Bank of Canada Full timeJob Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients...
-
Financial Planner
1 month ago
Richmond, British Columbia, Canada Royal Bank of Canada Full timeJob Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients...
-
Financial Investigator
4 weeks ago
Richmond Hill, Ontario, Canada BMO Financial Group Full timeJob Title: Financial InvestigatorBMO Financial Group is seeking a skilled Financial Investigator to join our team on a 6-month contract. As a Financial Investigator, you will play a critical role in supporting our Financial Planners/Market Leaders sales force in Canada by conducting investigations and analyzing data to identify trends and areas for...
Financial Planner
3 months ago
Your job:
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 followedYour 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 FP Canada Diploma from FP Canada, Certified Financial Planner (CFP) 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 Languages: EnglishSkills
Press space or enter keys to toggle section visibility
Accountability Business Development Client Education Client Engagement Client-focused Communication Customer Relationship Management Digital literacy Diversity & Inclusion Driving Results Emotional Intelligence Empathy Finance Humility Information AnalysisYour benefits
Press space or enter keys to toggle section visibility
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 optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual 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:
Press space or enter keys to toggle section visibility
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 want to offer an accessible, barrier-free workplace 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