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Financial planner Jobs in Dieppe, NB

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Financial planner • dieppe nb

Last updated: 1 day ago
Financial Planning Intern

Financial Planning Intern

IG Wealth ManagementMoncton, New Brunswick, Canada
Part-time
Canadas 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 inves...Show moreLast updated: 24 days ago
  • Promoted
Financial Advisor

Financial Advisor

Financière Sun LifeMoncton, NB, Canada
Full-time
As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.This could be th...Show moreLast updated: 1 day ago
  • Promoted
Senior Financial Planning Advisor

Senior Financial Planning Advisor

National BankMoncton, NB, Canada
Full-time
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...Show moreLast updated: 1 day ago
Summer Student Jr. Financial Analyst

Summer Student Jr. Financial Analyst

Atlantic LotteryMoncton, New Brunswick, Canada
Full-time
Join Atlantic Lottery for an Exciting Summer!.Are you an energetic responsible and enthusiastic post-secondary student looking for a rewarding summer job Atlantic Lottery is on the lookout for stud...Show moreLast updated: 30+ 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
Insurance Advisor Life, Health & Wealth

Insurance Advisor Life, Health & Wealth

0000050824 RBC Life Insurance CompanyMONCTON, New Brunswick, 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 Insurance Advisor Life, Health & Wealth (HLLQP / LLQP) ...Show moreLast updated: 30+ days ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeMoncton, New Brunswick
Full-time
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
customer service supervisor (except financial services)

customer service supervisor (except financial services)

BITTS Atlantic Testing Services IncMoncton, NB, CA
Permanent
Experience : 1 year to less than 2 years.Authorize routine deposits and withdrawals.Co-ordinate activities with other work units or departments. Co-ordinate, assign and review work.Work conditions an...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 : .Executing on business development plans for mass affluent prospects and existing c...Show moreLast updated: 30+ days ago
Senior Financial Advisor CIRO-MFDAMF

Senior Financial Advisor CIRO-MFDAMF

Canadian Imperial Bank of CommerceMoncton, New Brunswick, Canada
Full-time
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 6 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
Financial Analyst, Expense Management

Financial Analyst, Expense Management

Assumption LifeMoncton, NB, CA
Permanent
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
Production Planner Detailer

Production Planner Detailer

Apex IndustriesMoncton, NB, Canada
Full-time +1
Are you looking to be part of a growing and developing team in an organization that values its people, customers, work, and supply chain? If so, APEX is currently accepting applications for a Draft...Show moreLast updated: 22 days ago
Maintenance Planner

Maintenance Planner

Bimbo QSRMoncton, NB
Full-time
As part of the largest baking company in the world, Bimbo Canada is a leading producer and distributor of packaged fresh bread, bakery products and snacks. We produce and distribute more than 1,000 ...Show moreLast updated: 30+ days ago
Senior Project Planner

Senior Project Planner

AECOMMoncton, CAN
Full-time
At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thr...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
Insurance Advisor Life, Health & Wealth

Insurance Advisor Life, Health & Wealth

Royal Bank of CanadaDIEPPE, New Brunswick, 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 Insurance Advisor Life, Health & Wealth (HLLQP / LLQP) ...Show moreLast updated: 30+ days ago
Client Financial Services Representative

Client Financial Services Representative

Livingston InternationalMoncton, New, CA
Full-time
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: 11 days ago
Senior Financial Advisor - CIRO-MFD / AMF

Senior Financial Advisor - CIRO-MFD / AMF

CIBCMoncton, NB
Full-time
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: 8 days ago
People also ask
Financial Planning Intern

Financial Planning Intern

IG Wealth ManagementMoncton, New Brunswick, Canada
24 days ago
Job type
  • Part-time
Job description

IGM Financial Inc. is one of Canadas 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 investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financials unique business model based on leading brands and multi-channel distribution strategy were IG Wealth Management. For over 90 years of business we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice experience and outcomes for our clients personalized throughout their lifetime.

At IG Wealth Management our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn grow and thrive both professionally and personally. We are proud to be recognized as one of Canadas Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada including racialized persons women Indigenous persons persons with disabilities 2SLGBTQIA community gender diverse and neurodiverse individuals as well as all who may contribute to the further diversification of ideas.

Job Description

Looking for an exciting internship opportunity

Eager to find out more about a career as a financial planner

If you answered yes to all these questions you could be the person were looking for to join our Summer 2026 internship program!

Nothing beats learning from the pros! At IG Wealth Management we offer paid internships so university students can discover a wonderful career opportunity backed by financial planning professionals and successful mentors .

About the internship

  • During this paid program youll work with field network managers specialists and experts from head office and receive the very best support and guidance.
  • You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps.
  • Internships generally last from 12 to 16 weeks. Successful completion of the internship may lead to opportunities for ongoing part-time work during your studies and a formal offer after graduation.
  • Could be recognized as practical experience subject to CPA Order approval.

Whats in it for you

  • Acquire hands-on experience.
  • Build skills in client relationship management.
  • Help clients achieve their financial goals.
  • Put theory into practice.
  • Get mentored by an experienced team of financial planners.
  • Establish the foundations for building a prosperous career.
  • Roles and responsabilities

    Under the guidance of the internship supervisor you will learn about the process underlying the Financial Planners work : forging sustainable client relationships managing client portfolios understanding / analyzing client needs and recommending the right products based on the appropriate strategies. You will also learn about the inner workings of client prospecting / outreach client onboarding the sales cycle and administrative follow-up. You will have opportunities to :

  • Observe and take part in a Financial Planners day-to-day activities.
  • Participate in creating updating and optimizing financial plans.
  • Assist the Financial Planner in the personalized financial planning process.
  • Contribute to development goals by identifying new business opportunities.
  • Use situational analysis to determine favourable conditions for financial transactions.
  • Carry out the required analyses diagnose the overall context and assess related risks.
  • Apply financial and tax planning concepts.
  • Prepare and present recommendations to the supervisor and the management team.
  • Undergo specialized financial planning training and complete the investment funds course.
  • Contribute to statistical analysis and other special projects.
  • Tasks may be adapted to take into account the successful applicants skills.
  • Qualifications and desired skills

  • Be in at least the second year of a bachelors program : financial planning finance accounting or business administration.
  • Relationship-building and networking skills.
  • Desire to positively impact clients lives.
  • Ability to work well in a team environment.
  • Competitive and highly motivated to deliver or exceed your personal best.
  • Excellent communication skills and ability to present complex information.
  • Independent with an entrepreneurial spirit.
  • Self-confidence and leadership skills.
  • Strong interest in pursuing a career in financial and tax planning.
  • We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

    Required Experience :

    Intern

    Key Skills

    Internal Audit,Financial Services,Financial Performance,Variance Analysis,Journal Entries,Account Management,ACH,Customer Accounts,General Ledger Accounts,Payroll,Customer Relationships,Financial Statements,Annual Reports

    Employment Type : Intern

    Experience : years

    Vacancy : 1