Financial planner Jobs in Terrebonne, QC
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Financial planner • terrebonne qc
- Promoted
Financial Planner
National BankRégion de Mistassini (Chambord), Canada){kind=logo}
Financial Planner - Laval
The Toronto-Dominion Bank (Canada)Laval, Québec- Promoted
Production Planner
Randstad CanadaAnjou, Quebec, CA
Financial Planner, Investment and Retirement Planning
RBC - Royal BankTerrebonne, QC- Promoted
Production Planner
NorteraMontérégie-Est (Bedford), Canada
Financial Analyst
CAT incProvince of Quebec
Financial Planner - Laval
ScotiabankLaval, QC, CA
Demand Planner
VoilàMontréal-Nord, Québec, CA
Production Planner
Bedard RessourcesMascouche, Quebec, Lanaudiere
Financial analyst
CroesusLaval, Canada
Production planner
Howmet AerospaceLaval, QC, Canada
Financial Analyst
Bausch & LombLaval, Canada
Financial Specialist
Intact Financial CorporationLaval, Quebec, Canada
Financial Advisor
DesjardinsLaval
Financial Planner
BMOCAN,QC,THERESE,SAINTE
Financial Planner Relationship
0000050007 Royal Bank of CanadaCanada,Quebec,HYACINTHE,SAINT- Promoted
Financial Security Adviser
iA Groupe Financier- Centropolis LavalLaval, Canada
Financial Planner
NBCSaint-Leonard, Quebec- Promoted
Financial Service Administrator
Canadian Armed ForcesTerrebonne, QC, Canada
Financial Planner Relationship
Royal Bank of Canada>LAVAL, CanadaFinancial Planner
National BankRégion de Mistassini (Chambord), Canada- Full-time
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job Identify clients’ investment and financing needs in order to draft a personalized financial plan Advise clients based on their needs and market trends to offer customized solutions Create business development opportunities to increase the number of clients and the volume of existing portfolios Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed Your team With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their lives. Our training programs use on-the-job learning to help you master your role. Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development. Prerequisites : Bachelor's degree or equivalent recognized by the IPF Diploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 months. Mutual fund representative (MFR) licence Experience in portfolio management with business development objectives Business development experience in the financial advisory services field 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!