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Financial planner Jobs in Terrebonne, QC

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Financial planner • terrebonne qc

Last updated: 2 hours ago

Wealth Associate (Hybrid)

National BankLaval, Quebec
Full-time +2

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel...Show more

 • Promoted

Financial Security Advisor, Insurance

Royal Bank of Canada>LAVAL, 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

Staff Accountant

PrideStaffTerrebone, OREGON, US
Permanent

Reporting to the Director of Finance, this position is responsible for day-to-day accounting functions—including A/P, A/R, inventory, accruals, and month-end close—to ensure accurate and timely fin...Show more

Financial Planner – Terrebonne

The Toronto-Dominion Bank (Canada)3461 Montee Gagnon, Terrebonne, Quebec
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

Spécialiste Outillage/ Tooling Specialist

Airbus Canada Limited PartnershipLaval, Quebec, Canada
Full-time +1

Job Description:** * Spécialiste Outillage * * ***English job description follows*** * **Description de l'emploi :** Vous avez une expérience dans les équipements industriels, vous avez travaillé d...Show more

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APPLY NOW! Conference and Event Planner NOC 12103 Jobs In-Demand

GTR Worldwide IndiaMontreal East, QC, ca
Full-time

Identifying clients' requirements and expectations for each event.Manage all aspects of event planning meeting strict deadlines and budget demands.Event planning, design and production while managi...Show more

Financial Specialist, Private Investments

Intact Financial CorporationLaval, 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

Director of Finance, Business Partnering

Wolseley Canada Inc.Laval
Full-time

At Wolseley Canada, our leading-edge is the knowledge and insight found in every corner of our organization.Here, you’ll build strong relationships and support critical industries that touch the li...Show more

Project Development Advisor - Spanish Required

Cuso InternationalTerrebonne, Quebec
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International is seeking an ex...Show more

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Planificateur(trice) de Matériel de Production – Systèmes Radar de Surveillance Avancés / Production Material Planner-Buyer

Teledyne Technologies IncorporatedQB,Laval,Canada
Full-time

Production Materials Planner – Advanced Surveillance Radar Systems.Planificateur(trice) de Matériel de Production – Systèmes Radar de Surveillance Avancés.If you’re energized by keeping complex man...Show more

Senior Consultant – Finance Transformation

MaarutLaval, Qc
Full-time

As part of a major structural project aimed at enhancing financial performance, the Transformation team is seeking external expertise to accelerate the execution of high-value initiatives.As a Seni...Show more

DIRECTEUR ADJOINT - COMPTABILITÉ ET OPÉRATIONS / ASSISTANT DIRECTOR - ACCOUNTING AND OPERATIONS

NEUF architect(e)sLaval, Qc
Full-time

Tout comme nous avons fait croître notre pratique du design pour en faire l’une des plus importantes et des plus diversifiées au Canada, nous continuons à renforcer les capacités de notre équipe de...Show more

CSC Representative Bilingual - Hiring Now

GraingerLaval, QC, Canada
Full-time

As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than 4.We’re dedicated to providing value fo...Show more

 • Promoted • New!

Expert en sinistre/Claims Adjuster

LGM Financial Services Inc.Laval, CA
Full-time

Automotive Claims Adjuster / Expert(e) en réclamations automobiles.Location / Lieu : Laval, QC (Hybrid / Travail hybride).Department / Service : Claims Operations / Opérations des réclamations.Comp...Show more

Planificateur de projet Sénior / Senior Project planner

Progesys IncLaval, Quebec, Canada
Full-time

L'entreprise est basée à Laval (Canada) depuis 2002 et possède des bureaux aux États-Unis, au Moyen-Orient, en Asie et en Amérique Latine.Relevant du gestionnaire de projet, le planificateur de pro...Show more

Network and Systems Support Technician - Laval

Lacroix médecine privéeLaval, QC, CA
Full-time

You must be a resident of Laval (or nearby), as this is an on-site position.With over 15 years of experience and more than 17 clinics regionally, two operating rooms, over 125 physicians, and over ...Show more

Financial Security Advisor, Insurance

0000055739 RBC Insurance Agency Ltd.MASCOUCHE, Quebec, 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

Analyste financier.ère | Financial Analyst

Altitude SportsLaval, Qc
Full-time

Altitude Sports est un détaillant en ligne basé à Montréal, à l’intersection de la mode et du plein air.Fondée en 1984, l’entreprise offre des conseils d’experts sur l’équipement haut de gamme et l...Show more

Customer Service - Work from Home - Flexible Schedule

Tim's FinancialTerrebonne, 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

Wealth Associate (Hybrid)

Wealth Associate (Hybrid)

National BankLaval, Quebec
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance
Hybrid
Job number
30621
Category
Support
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
26-Jan-2026
Area(s) of interest: Wealth management
Location(s): Laval

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

  • Ensure effective communication between all parties (clients, advisors, and various collaborators)
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • College diploma in a related field
  • At least one year of relevant experience in a related field such as banking operations, customer service, or administration
  • Good knowledge of the Microsoft Office suite
  • Organizational and priority management skills
#INDGP
Languages:
French
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!
Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal