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Financial controller Jobs in Levis, QC

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Financial controller • levis qc

Last updated: 9 days ago

Senior Analyst Wealth Management

NBCQuebec, Quebec
Full-time +2

Joining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors.This role allows you to make a positi...Show more

Financial Planner Relationship

0000050007 Royal Bank of CanadaCanada,Quebec,RIVIÈRES,TROIS
Full-time

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients’ financial circumstances, cre...Show more

Financial Security Advisor, Insurance

Royal Bank of Canada>QUÉBEC, Canada
Full-time

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial...Show more

Financial Security Advisor, Insurance

0000055739 RBC Insurance Agency Ltd.Canada,Quebec,VALLEY,DE,SALABERRY
Full-time

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial...Show more

Assistant Director of Financial services

Commission Scolaire Central Quebec / Central Quebec School BoardQuébec, QC, CA
Full-time

According to the mandate defined by the General Directorate and under the responsibility of the Director of Financial Resources, the position of Assistant Director of Financial Resources Services e...Show more

Client Service Associate, MD Financial Management - Quebec, QC

MD Financial ManagementQuebec, QC, CA
Full-time

Provide service and sales support to Financial Consultants and Portfolio Managers, responding to all inquiries from current and prospective clients concerning MD products and services .Be accountab...Show more

Large Corrective Exchange (MCE) Technician

GEV Wind PowerQuebec City, QC, CA
Full-time

GEV Wind Power is seeking experienced.Large Corrective Exchange (MCE) Technicians.This role involves working at height to remove and install large wind turbine components such as blades, gearboxes,...Show more

Accounting Supervisor

American Iron & MetalLévis, QC, CA
Full-time

Be part of AIM's growing success.American Iron & Metal Company (AIM) is a recognized global leader in the metal recycling industry, with over 125 locations and 4,000 employees worldwide.We have con...Show more

Financial Activities Analyst

CIE_101 Beneva Inc.Quebec, Quebec
Full-time

En tant qu'analyste aux activités financières, vous jouez un rôle clé dans la fiabilité des données financières et statistiques de l'assurance collective, essentielles à la saine gestion des opérat...Show more

Financial Services Manager

Ste-Foy ToyotaQuébec, QC, Canada
Full-time

FINANCIAL SERVICES MANAGER JOB AT CITY FOR STE-FOY TOYOTA.Show more

Ingénieur(e) - Servo-Contrôles

Groupe HoncoLévis, Québec, Canada
Full-time

Rejoignez notre équipe de professionnels en tant qu’.Vous serez au cœur du processus de conception de notre portefeuille de produits de camions vacuum mobiles.Votre mission : Utiliser vos talents a...Show more

Directeur spécialiste en développement, Kia - le sud du Québec (région de la Rive-Sud)

LGM Financial Services Inc.Quebec City, CA
Full-time +1

Le Groupe financier LGM (« LGM ») figure sur la liste des meilleurs employeurs canadiens.De plus, LGM a été nommé à plusieurs reprises par PROFIT 500 comme étant l'une des entreprises canadiennes c...Show more

Financial Planner, Scotia Financial Planning - Quebec City

ScotiabankQuebec, QC, 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 mass affluent pro...Show more

Financial Planner, Scotia Financial Planning - Quebec City

ScotiabankQuebec, QC, CA
Full-time

Join 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 mass affluent client relatio...Show more

Remote Support Representative Bilingual - $24 / hour

Tim's FinancialQuebec City, Quebec
Remote
Full-time

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 more

Conseiller ou conseillère, Finances personnelles

DesjardinsQuébec
Full-time +1

Temporary position for 12 months.As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure the...Show more

Financial Planner – Terrebonne

The Toronto-Dominion Bank (Canada)Québec,Filion,des,Bois
Full-time

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Financial Planning te...Show more

Desjardins Business centre careers

DesjardinsLévis,Desjardins,boul. Alphonse,
Full-time

As a financial services professional, you're attentive to the needs of our members and clients.You look for ways to support their financial well-being in every situation.You provide excellent custo...Show more

Financial Analyst II

Intact Financial CorporationQuébec, Quebec, CAN
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In...Show more

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Senior Analyst Wealth Management

Senior Analyst Wealth Management

NBCQuebec, Quebec
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance
Hybrid
Job number
27685
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
24-Jul-2025
Location: Quebec, Quebec
City
Quebec
Province/State
Quebec
Area(s) of interest: Wealth management

Joining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical skills, and client relationship acumen.

By joining our Sainte-Foy branch, you will work closely with other team members—primarily Investment Advisors—to support them in delivering services to their clients.

NBFWM is the fifth-largest securities brokerage firm in Canada. Since 1902, we have been building lasting relationships with Canadian families. From generation to generation, our mission is to protect our clients’ wealth.

Your Role

  • Assess and identify clients’ financial planning needs and propose tailored solutions
  • Draft all types of financial plans (partial and comprehensive)
  • Prepare retirement projections and conduct personalized follow-ups with clients
  • Develop action plans with clients based on their situation and oversee implementation in collaboration with their external professionals
  • Build trust-based relationships with clients to ensure loyalty and attract new assets
  • Identify and highlight business opportunities, particularly in financial security
  • Actively participate in Investment Advisors’ business development activities by presenting the wealth management service offering to existing clients (insurance, estate planning, banking services, etc.), sharing information on wealth management products, and conducting follow-up calls
  • Provide quotes, take orders (unsolicited transactions), handle the purchase and sale of securities (block trades), and adjust transactions (cancel and correct)

Requirements

  • Bachelor’s degree with 4 years of relevant experience OR Master’s degree with 1 year of relevant experience
  • IQPF Financial Planner designation is an asset
  • Knowledge of wealth management and investment products
  • Proven experience in client advisory services
  • Ability to adapt to change
  • Excellent interpersonal and communication skills

Languages:
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!