Financial Planner
4 days ago
As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. You can join a Bank where you will be recognized and where you can make a positive impact
You will be working at our Branch on La Prairie.
Your role
- Realize personalized financial planning that will meet the needs and objectives of your clients
- Identify clients' investment and financing needs in order to offer them the best financial planning solutions
- Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
- Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
- Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules
Your team
With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Prerequisites
- Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services
- Diploma from the Institut Québécois de Planification Financière (IQPF) is requested or in process of obtaining the certificate in the next 12 months
- Mutual Fund Representative (RCM) Licence
- Portfolio management experience with business development objectives to achieve
- Good team player and have a collaborative spirit
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
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
-
Financial Planner
3 weeks ago
La Prairie, Canada National Bank Full timeAs a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...
-
Financial Planner
3 weeks ago
La Prairie, Canada National Bank Full timeAs a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...
-
Financial Planner
2 weeks ago
La Prairie, Canada National Bank Full timeAs a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...
-
Financial Planner
3 weeks ago
La Prairie, Canada NBC Full timeArea of Interest: Advisory services, Personal banking ...
-
Financial Planner
3 weeks ago
La Prairie, Quebec, J0L, Champlain, Canada National Bank Full timeAs a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...
-
Financial Planner, Investment Specialist
2 weeks ago
Grande Prairie, Canada Scotiabank Full timeRequisition ID: #Join the Global Community of Scotiabankers to help customers become better off.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building...
-
Investment Specialist
1 month ago
Grande Prairie, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189767 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...
-
Investment Specialist
1 month ago
Grande Prairie, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189767 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...
-
Investment Specialist
1 month ago
Grande Prairie, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189767 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...
-
Financial Planner, Investment Specialist
4 weeks ago
Grande Prairie, Canada Scotiabank Full timeRequisition ID: 194335 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...
-
Financial Planner, Investment Specialist
4 weeks ago
Grande Prairie, Canada Scotiabank Full timeRequisition ID: 194335 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...
-
Financial Planner, Investment Specialist
4 weeks ago
Grande Prairie, Canada Scotiabank Full timeRequisition ID: 194335 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...
-
Financial Planner, Investment Specialist
4 weeks ago
Grande Prairie, Canada Scotiabank Full timeRequisition ID: 194335 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...
-
Financial Planner, Investment Specialist
4 weeks ago
Grande Prairie, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 194335 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...
-
Financial Planner, Investment Specialist
4 weeks ago
Grande Prairie, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 194335 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...
-
Financial Planner, Investment Specialist
4 weeks ago
Grande Prairie, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 194335 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...
-
Investment and Retirement Planning
3 weeks ago
Portage la Prairie, Canada Royal Bank of Canada Full time**Job Summary** **hat is the opportunity?** As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by...
-
Investment and Retirement Planning
1 week ago
Portage la Prairie, Canada Royal Bank of Canada Full timeJob Summaryhat is the opportunity?As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value...
-
Lead Project Controls
5 days ago
La Prairie, Canada GE Renewable Energy Full time**Job Description Summary**: This role is to provide Project Controls which includes schedule and cost controlling on projects. This role is for Project Controllers who are responsible for both cost and schedule on projects and or larger projects where this person will lead a team of people providing cost and schedule controls for a project. **About...
-
North Zone Physician Resource Planner
1 week ago
Grande Prairie, Canada Alberta Health Services Full timeYour Opportunity: The Physician Resource Planner – Develops and implements the organization and execution of activities that support the effective and efficient functioning of a strategic Recruitment Program within the north zone. Works in partnership with the North Zone and Provincial Medical Affairs teams, AHS healthcare facility leads, external...
