Financial analyst Jobs in Moncton, NB
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Financial analyst • moncton nb
Last updated: 8 days ago
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 inform...Show moreLast updated: 30+ days ago
Armour Transportation Systems currently has 2 openings for .Performs preventative and scheduled maintenance on equipment.
Troubleshoot and repair equipment to manufacturers’ specs.Write explanations...Show moreLast updated: 30+ days ago
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.
They make an impact in their communities providing advice and impl...Show moreLast updated: 30+ days ago
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 inform...Show moreLast updated: 30+ days ago
Authorize routine deposits and withdrawals.Co-ordinate activities with other work units or departments.Co-ordinate, assign and review work.
Work conditions and physical capabilities.Heures de travai...Show moreLast updated: 30+ days ago
Promote the development and sustainable growth of proprietary investment business in the assigned market area by : .Executing on business development plans for mass affluent prospects and existing c...Show moreLast updated: 30+ days ago
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.
The company provides a broad range of financial planning and inve...Show moreLast updated: 30+ days ago
Toronto, ON; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kitchener, ON; Moncton, NB; Ottawa, ON.
Regina, SK; Saint John, NB; Saskatoon, SK; St.John's, NL; Vancouver, BC...Show moreLast updated: 30+ days ago
Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show moreLast updated: 30+ days ago
Four Eyes Financial is uniquely positioned to be North America's #1 provider of retail investment advisor technology.We are experiencing significant growth and require the talents of an Account Man...Show moreLast updated: 30+ days ago
Our client has a new opening for a Senior Financial Analyst that will be based out of Dieppe, New Brunswick.Financial Analyst you will be experienced in cost accounting and financial analysis, proc...Show moreLast updated: 30+ days ago
If you possess a client-focused mindset and have the ability to identify client centric solutions, this role gives you a great opportunity to grow with the RBC Direct Investing Contact Centre team....Show moreLast updated: 30+ days ago
Join Our Agile Team as a Data AnalystAre you passionate about turning data into powerful insights that drive real business decisions? We're expanding our Agile team and looking for a self-sufficien...Show moreLast updated: 30+ days ago
For over 75 years, Medavie Blue Cross has been a leading health and wellness partner for individuals, employers and governments across Canada.
As a not-for-profit organization, we proudly invest in ...Show moreLast updated: 30+ days ago
The financial analyst actively participates in the organization's financial management by ensuring rigorous monitoring of administrative expenses.
The chosen candidate will be responsible for produc...Show moreLast updated: 30+ days ago
And more than ever, it’s our future.A future where we’re always looking forward.Always serving up new ways to meet life’s moments.
A future where we keep dreaming bigger.We look for people with pass...Show moreLast updated: 8 days ago
Client Financial Services Representative.We provide clarity in a world of trade complexity so that businesses can grow further, faster, smarter.
Over 30,000 clients trust us with their customs broke...Show moreLast updated: 15 days ago
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 13 days ago
Senior Financial Planning Advisor
NBCMoncton, New BrunswickFull-time +2
Trailer Technician
Armour Transportation SystemsMoncton, NBFull-time
SUN LIFE FINANCIAL ADVISOR
Sun LifeMoncton, New BrunswickFull-time
Senior Financial Planning Advisor (Hybrid)
National BankMoncton, New BrunswickFull-time +2
customer service supervisor (except financial services)
BITTS Atlantic Testing Services IncMoncton, NB, CAPermanent
Financial Planner, Scotia Financial Planning - Moncton, NB
ScotiabankMoncton, NB, CAFull-time
Financial Planning Intern
IG Wealth ManagementMoncton, New Brunswick, CanadaPart-time
Tax Technology Consulting Analyst / Senior Analyst - Oracle
DeloitteMoncton, NBPermanent
Remote Customer Service Associate - $21.50 / hour
Tim's FinancialMoncton, New BrunswickRemote
Full-time
Account Manager
Four Eyes FinancialMoncton, New Brunswick, CanadaFull-time
SENIOR FINANCIAL ANALYST
Personnel Search LtdDieppe, NBFull-time
Bilingual Investment Services Representative, RBC Direct Investing
Royal Bank of CanadaMONCTON, New Brunswick, CanadaFull-time
Data Analyst
Atlantic LotteryMoncton, NB, CAFull-time +1
Financial Analyst Senior
Medavie Blue CrossMoncton, New Brunswick, CAFull-time +1
Financial Analyst, Expense Management
Assumption LifeMoncton, NB, CAPermanent
Customer Experience Analyst
Labatt Breweries of CanadaMoncton, New BrunswickFull-time
Client Financial Services Representative
Livingston InternationalMoncton, New, CAFull-time
Senior Financial Advisor - CIRO-MFD / AMF
CIBCMoncton, NBFull-time
- Chetwynd, BC (from $ 129,477 to $ 325,000 year)
- Maple Ridge, BC (from $ 72,068 to $ 325,000 year)
- Sarnia, ON (from $ 66,524 to $ 198,054 year)
- Orillia, ON (from $ 89,525 to $ 193,783 year)
- Stettler, AB (from $ 93,750 to $ 168,188 year)
- Bowmanville, ON (from $ 131,365 to $ 152,100 year)
- Chambly, QC (from $ 97,781 to $ 151,125 year)
- Timmins, ON (from $ 88,875 to $ 146,390 year)
- White Rock, BC (from $ 78,500 to $ 141,527 year)
- Moose Jaw, SK (from $ 109,212 to $ 139,990 year)
Senior Financial Planning Advisor
NBCMoncton, New Brunswick30+ days ago
Job type
- Full-time
- Part-time
- Permanent
Job descriptionMember of Financial Planner Canada 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 Atlantics NBF offices Experience or master's degree in taxation (or CICA Indepth tax course) Knowledge of insurance strategies Knowledge of the wealth management field Member of the Institut (Québécois) de planification financière 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
Attendance
Hybrid
Job number
25963
Category
Senior Professional
Status : Permanent
Type of Contract
Permanent
Schedule : Full-Time
Full Time / Part Time?
Full-Time
Posting date
11-Jul-2025
Location : Moncton, New Brunswick
City
Moncton
Province / State
New Brunswick
Area(s) of interest : Wealth management
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 Moncton (or Halifax) office of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the Atlantic region in financial planning (7 areas of intervention).
Prerequisites :
Assets :
Languages : English, French
Skills
Artificial Intelligence
Diversity & Inclusion
Teamwork
Cybersecurity
Empathy
Initiative
Learning Agility
Resiliency
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.
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!