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Financial consultant Jobs in Dieppe, NB

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Financial consultant • dieppe nb

Last updated: 11 days ago
Senior Financial Planning Advisor

Senior Financial Planning Advisor

NBCMoncton, New Brunswick
Full-time +2
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
Sales Consultant

Sales Consultant

BMW / MINI MonctonDieppe, NB, CA
Permanent
The OpportunityBMW Moncton is looking for a Brand Ambassador to sell BMW products.We are looking for someone who has a passion for sales, is self-motivated and wants to deliver exceptional service ...Show moreLast updated: 30+ days ago
ICT Consultant

ICT Consultant

StantecMoncton, NB
Full-time
Stantec Buildings is on a mission to become the world’s leading integrated design practice.Our architects, engineers, interior designers, sustainability specialists, and technologists are passionat...Show moreLast updated: 30+ days ago
Data Analyst Specialist- Financial Services (Azure Databricks)

Data Analyst Specialist- Financial Services (Azure Databricks)

CGIMoncton, New Brunswick, Canada
Full-time +1
At CGI we are seeking an experienced and driven Data Analyst with strong data engineering and data platform this hybrid role you will bridge the gap between business needs and technical solutions ...Show moreLast updated: 30+ days ago
Senior Financial Planning Advisor (Hybrid)

Senior Financial Planning Advisor (Hybrid)

National BankMoncton, New Brunswick
Full-time +2
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
Financial Planner, Scotia Financial Planning - Moncton, NB

Financial Planner, Scotia Financial Planning - Moncton, NB

ScotiabankMoncton, NB, CA
Full-time
Promote the development and sustainable growth of proprietary investment business in the assigned market area by : .Business Development : Executing on business development plans for prospects and exi...Show moreLast updated: 30+ days ago
Consultant / Senior Consultant, Network Security

Consultant / Senior Consultant, Network Security

DeloitteMoncton, NB
Permanent +1
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
Financial Planning Consultant

Financial Planning Consultant

Sun LifeMoncton, New Brunswick
Full-time
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 colleagues - experts in their f...Show moreLast updated: 14 days ago
SENIOR FINANCIAL ANALYST

SENIOR FINANCIAL ANALYST

Personnel Search LtdDieppe, NB
Full-time
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
  • Promoted
Outside Parts Sales Consultant

Outside Parts Sales Consultant

Bayview Trucks - MonctonMoncton, NB, Canada
Full-time
Come work for the best! We are looking to hire an enthusiastic and driven Outside Parts Consultant.To be a successful candidate for this position, you should have effective communication skills and...Show moreLast updated: 30+ days ago
Recruitment Consultant

Recruitment Consultant

MedavieMoncton, New Brunswick, Canada
Full-time +1
If youre looking for a fulfilling career that can make a real difference in your life and the lives of others youve come to the right place. As a national health solutions partner we put people firs...Show moreLast updated: 21 days ago
Manager, Financial Planning & Analysis

Manager, Financial Planning & Analysis

BioScript SolutionsMoncton, NB, CA
Full-time
Empowering lives, healing hearts, embracing future.Strategic Financial Leader Wanted!.Are you ready to turn data into strategy and numbers into impact?. We’re looking for a Manager, Financial Planni...Show moreLast updated: 27 days ago
Financial Analyst, Expense Management

Financial Analyst, Expense Management

Assumption LifeMoncton, New Brunswick, Canada
Full-time
The financial analyst actively participates in the organizations financial management by ensuring rigorous monitoring of administrative expenses. The chosen candidate will be responsible for produci...Show moreLast updated: 30+ days ago
Financial Analyst Senior

Financial Analyst Senior

Medavie Blue CrossMoncton, New Brunswick, CA
Full-time +1
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
Travel Consultant Moncton Onsite

Travel Consultant Moncton Onsite

Cloud5 CommunicationsMoncton, New Brunswick, Canada
Full-time
Ready to turn your passion for travel into a rewarding career.Join our team as a Travel Consultant and earn.If you are looking to elevate your career this is your opportunity to thrive in a support...Show moreLast updated: 11 days ago
Loan Consultant

Loan Consultant

Fairstone BankMain, New Brunswick, Moncton
Full-time
Fairstone Financial is a leading Canadian provider of responsible lending solutions.We offer personal loans and retail financing at the point of sale, helping individuals and businesses meet their ...Show moreLast updated: 30+ days ago
Compensation consultant

Compensation consultant

LifeWorksMoncton, New Brunswick, Canada
Full-time
TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ...Show moreLast updated: 30+ days ago
Luxury Reservation Sales Consultant

Luxury Reservation Sales Consultant

AccorHotelMoncton, New Brunswick, Canada
Full-time +2
Luxury Reservation Sales Consultant.Are you passionate about travelling luxury experiences and do you have it at your core to help people genuinely Then step into a role where every day brings grow...Show moreLast updated: 30+ days ago
Senior Financial Advisor Moncton Main Branch, Moncton, NB

Senior Financial Advisor Moncton Main Branch, Moncton, NB

Scotiabank Global SiteMoncton, New Brunswick, Canada
Full-time
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.At Scotiabank we help employees build their futures where they can be themselves and win togethe...Show moreLast updated: 20 days ago
People also ask
Senior Financial Planning Advisor

Senior Financial Planning Advisor

NBCMoncton, New Brunswick
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description

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 :

  • Member 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
  • Assets :

  • 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
  • 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.

  • 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!