Financial services Jobs in Levis, QC
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Financial services • levis qc
Last updated: 2 days ago
Are you driven by the desire to deliver high‑level financial strategies and eager to contribute to the mission of a company that strives to ensure its clients feel confident and secure about their ...Show moreLast updated: 2 days ago
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strength...Show moreLast updated: 30+ days ago
Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and busin...Show moreLast updated: 30+ days ago
Reliability (or eligibility to obtain.We are a member firm of the greater Raymond Chabot Grant Thornton & Grant Thornton Canada networks.
OXARO is a dynamic and fast-growing technology consulting fi...Show moreLast updated: 30+ days ago
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.Please note that Scotiabank offers various investment specialist opportunities.If you are interes...Show moreLast updated: 30+ days ago
Financial services Agent, Clientele page is loaded## Financial services Agent, Clienteleremote type : The work arrangement for the position is hybrid worklocations : Québectime type : Full timep...Show moreLast updated: 2 days ago
A career as a National Bank Financial Planner means you'll be a financial planning expert advising clients and drafting financial plans to meet their life goals.
This position allows you to develop ...Show moreLast updated: 30+ days ago
The Services Buyer plays a critical role in driving project success by managing sourcing and procurement for services projects, ensuring timely, cost-effective delivery of equipment and services wh...Show moreLast updated: 20 days ago
Adecco is currently hiring a full-time experienced.Financial Reporting Specialist (CPA / CMA).In this position you will play a key role in delivering accurate, timely, and compliant financial reports...Show moreLast updated: 6 days ago
Join to apply for the Financial Analyst role at Canonical.The role of a Financial Analyst at Canonical.As a Financial Analyst, you'll be a core member of the FP&A Team and wider finance team.You wi...Show moreLast updated: 30+ days ago
This role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues.
Growth opportunities and skill development are defin...Show moreLast updated: 30+ days ago
Prepare weekly cash flow forecasts (ABL), including short- and medium-term cash flow forecasts.Develop and maintain cash flow forecasts, taking into account operational needs, investments, and fina...Show moreLast updated: 30+ days ago
Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To en...Show moreLast updated: 30+ days ago
Financial Services Administrator.Canadian Armed Forces | Forces armées canadiennes.Financial Services Administrator.Canadian Armed Forces | Forces armées canadiennes.
As a member of the military, Fi...Show moreLast updated: 30+ days ago
You are as unique as your background experience and point of view.Here youll be encouraged empowered and challenged to be your best self.
Youll work with dynamic colleagues - experts in their fields...Show moreLast updated: 30+ days ago
Montreal, QC; Brossard, QC; Laval, QC; Quebec City, QC; Toronto, ON.At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive.Our Purpose is to bui...Show moreLast updated: 30+ days ago)
A leading financial services company is seeking a Product Owner to drive projects that integrate innovative solutions into their financial systems.
This role requires strong leadership, communicatio...Show moreLast updated: 30+ days ago
Temporary position for 12 months.As a client financial services agent, you work closely with advisors and provide personalized support to members and clients.
You help advisors deliver services and ...Show moreLast updated: 4 days ago
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strength...Show moreLast updated: 30+ days ago
Financial Planner
iA Financial GroupQuebec, Capitale-Nationale, CAFull-time
Financial Services Associate - Québec
CIBCQuebec, Capitale-Nationale, CAFull-time
Manager, Personal Financial Services Futures opportunities Montérégie Estrie
TDQuébec,Hilaire,Saint,MontFull-time
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OXARO Inc.Quebec, Capitale-Nationale, CAFull-time
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Desjardins GroupQuebec, Capitale-Nationale, CAFull-time
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National Bank of CanadaQuebec, Capitale-Nationale, CAFull-time
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GE VernovaQuebec, Capitale-Nationale, CAFull-time
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Adecco CanadaCalgary, Quebec, CanadaFull-time +1
Quick Apply
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CanonicalQuebec, Capitale-Nationale, CAFull-time
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TD BankQuebec, Quebec, CanadaFull-time
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Fed Finance CanadaQuebec, CanadaPermanent
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Canadian Armed Forces | Forces armées canadiennesQuebec, Capitale-Nationale, CAFull-time +2
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Canadian Imperial Bank of CommerceQuebec, Capitale-Nationale, CAFull-time
- Spruce Grove, AB (from $ 228,341 to $ 270,770 year)
- Blainville, QC (from $ 119,744 to $ 201,517 year)
- Gatineau, QC (from $ 97,387 to $ 197,468 year)
- Longueuil, QC (from $ 66,183 to $ 195,918 year)
- Laval, QC (from $ 54,600 to $ 195,855 year)
- Dollard-Des Ormeaux, QC (from $ 119,744 to $ 195,520 year)
- Windsor, ON (from $ 49,935 to $ 195,382 year)
- Windsor, QC (from $ 49,935 to $ 195,382 year)
- Cole Harbour, NS (from $ 50,646 to $ 195,353 year)
- Saint-Laurent, QC (from $ 52,510 to $ 195,138 year)
Financial Planner
iA Financial GroupQuebec, Capitale-Nationale, CA2 days ago
Job type
- Full-time
Job descriptionConduct research on new developments in financial and tax planning. Analyze results and prepare reports and recommendations for management. Establish forecasts and analyze trends related to sales, finance, and other business areas. Create “what‑if” financial models to support future business planning decisions in areas such as product development and marketing strategy design. Is recognized for their rigor, autonomy, and strong analytical and synthesis skills, enabling effective support for professional and high‑net‑worth clients. Stands out for their proactivity, attention to detail, reliability, and energy in implementing tailored financial strategies. Demonstrates strong mastery of technological tools, including Excel programming with VBA and advanced PowerPoint use. Is known for professionalism, collaboration skills, and a commitment to excellence in financial planning. Has 3 to 5 years of experience in financial planning with professionals, business owners, and high‑net‑worth clients. Holds a Bachelor’s degree in Business Administration – Financial Services profile or a related field, as well as a financial planning designation achieved or in progress. Possesses an advanced level of English since the role requires regular communication with English‑speaking clients. A work environment where learning and development merge with a collective pursuit of excellence. A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed. The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces. Competitive benefits : Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness / personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
Build the future with us
Are you driven by the desire to deliver high‑level financial strategies and eager to contribute to the mission of a company that strives to ensure its clients feel confident and secure about their future? As a Financial Planner, you will play a key role in supporting advisors and implementing advanced solutions to optimize financial, tax, and estate planning strategies for high‑net‑worth clients, professionals, and business owners.
This position is a great opportunity to showcase your expertise and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment where collaboration and innovation can thrive.
Within the iA Advanced Case Solutions program, you will have the opportunity to contribute to a specialized service dedicated to advisors whose clients require complex strategies related to sales concepts, tax optimization, and the integration of individual insurance and savings products.
What you’ll accomplish with us
As a Financial Planner , you will be at the heart of our mission. Here are your main responsibilities :
- Actively contribute to the development and continuous improvement of the Advanced Financial and Tax Solutions department.
- Develop new financial and tax planning tools and calculators used by the team and advisors, and keep them up to date.
- Analyze, draft, and present recommendations on various advanced financial planning topics for iA Financial Group’s high‑net‑worth clients.
- Occasionally provide and deliver training, in collaboration with team members, to wealth management leaders, individual insurance leaders, and advisors on topics such as taxation, business transfers, data gathering, etc.
- Participate in the training of new team members and coach interns.
- Produce recommendations for analyzed cases and explain complex information in clear terms for advisors and financial planners across our networks.
- Occasionally participate in presenting financial planning reports to clients alongside the advisor or financial planner.
- Analyze all requests received by email, allocate work according to each person’s specialty, understand the request, the technical content, and the final objective.
In collaboration with other teams in the Individual Insurance division, you will also :
What could accelerate your success in this role
We’re looking for someone who :
Why you’ll love working with us
Apply now and get ahead of your career, where your talent really belongs!
Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!
The typical hiring range for this position is between $66 900 and $96 000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market‑based compensation structure. Our market data is updated annually to reflect the most current market conditions.
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