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Financial specialist Jobs in Dieppe, NB

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Financial specialist • dieppe nb

Last updated: 1 day 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
Data Analyst Specialist- Financial Services (Azure Databricks)

Data Analyst Specialist- Financial Services (Azure Databricks)

CGIMoncton, New Brunswick, Canada
Full-time +1
At CGI we are seeking an experienced and driven Data Analyst with strong data engineering and data platform this hybrid role you will bridge the gap between business needs and technical solutions ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

CanonicalCity of Moncton, NB, CA
Full-time
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 will play a key part in our monthly business reviews, quarte...Show moreLast updated: 13 days ago
  • Promoted
Senior Financial Planning Advisor

Senior Financial Planning Advisor

Banque Nationale du CanadaCity of Moncton, NB, CA
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: 8 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
  • Promoted
Financial Analyst

Financial Analyst

JMJ PHILLIPDieppe, Westmorland County, CA
Full-time
We are seeking a highly skilled and detail-oriented Financial Analyst to serve as the go-to person for data analytics, modeling, and KPI reporting across finance, operations, and sales.This role re...Show moreLast updated: 30+ days ago
  • Promoted
SENIOR FINANCIAL ANALYST

SENIOR FINANCIAL ANALYST

Personnel Search Ltd.Dieppe, Westmorland County, CA
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
  • Promoted
Strategic Executive Assistant for Financial Projects

Strategic Executive Assistant for Financial Projects

VenorTalentCity of Moncton, NB, CA
Full-time
A financial solutions provider in Moncton is seeking an Executive Assistant.The role involves managing schedules, handling correspondence, and supporting investment projects.Ideal candidates should...Show moreLast updated: 8 days ago
  • Promoted
Financial Planner, Scotia Financial Planning - Moncton, NB

Financial Planner, Scotia Financial Planning - Moncton, NB

ScotiabankCity of Moncton, NB, CA
Full-time
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 inter...Show moreLast updated: 30+ 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
  • Promoted
Manager, Financial Planning & Analysis

Manager, Financial Planning & Analysis

Midland TransportDieppe, Westmorland County, CA
Permanent
Midland Transport is currently seeking a Manager, Financial Planning & Analysis to be based out of our Head Office location in Dieppe, NB. Reporting to the Director of Finance, the successful candid...Show moreLast updated: 8 days ago
  • Promoted
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialCity of Moncton, NB, CA
Full-time +1
SUN LIFE FINANCIAL ADVISOR page is loaded.Apply locations Moncton, New Brunswick time type Full time posted on Posted 21 Days Ago job requisition id JR00034411. You are as unique as your background,...Show moreLast updated: 20 days ago
  • Promoted
Home Financing Growth Advisor

Home Financing Growth Advisor

BMO Financial GroupCity of Moncton, NB, CA
Full-time
A leading financial services provider in Moncton seeks a Mortgage Specialist to help customers achieve home ownership goals. The role emphasizes building a referral network, identifying sales opport...Show moreLast updated: 1 day ago
  • Promoted
Financial Analyst - Commercial Finance

Financial Analyst - Commercial Finance

J.D. Irving, LimitedDieppe, Westmorland County, CA
Full-time
Flexible medical, dental, and vision plan.Employee & family assistance program.Health & Wellness reimbursements.Opportunities to take part in job-related training and development.Relocation cost (i...Show moreLast updated: 19 days ago
  • Promoted
Financial Analyst, Expense Management

Financial Analyst, Expense Management

CpanewbrunswickCity of Moncton, NB, CA
Full-time
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: 27 days ago
  • Promoted
Claims Communications Specialist (Hybrid) – Impact & Clarity

Claims Communications Specialist (Hybrid) – Impact & Clarity

Co-operatorsCity of Moncton, NB, CA
Full-time
A leading Canadian financial services co-operative is seeking a Communications Specialist to coordinate communication activities and support strategic projects. This role requires two years of corpo...Show moreLast updated: 8 days ago
Financial Analyst, Expense Management

Financial Analyst, Expense Management

Assumption LifeMoncton, New Brunswick, Canada
Full-time
The financial analyst actively participates in the organizations financial management by ensuring rigorous monitoring of administrative expenses. The chosen candidate will be responsible for produci...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
People also ask
Senior Financial Planning Advisor

Senior Financial Planning Advisor

NBCMoncton, New Brunswick
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description

Attendance

Hybrid

Job number

25963

Category

Senior Professional

Status : Permanent

Type of Contract

Permanent

Schedule : Full-Time

Full Time / Part Time?

Full-Time

Posting date

11-Jul-2025

Location : Moncton, New Brunswick

City

Moncton

Province / State

New Brunswick

Area(s) of interest : Wealth management

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 and, most importantly, by preparing comprehensive financial plans.

The mission of the sector is to offer expertise and high-quality services in advanced financial planning, taxation, and estate planning

Your job :

  • Become one of the references in financial planning within the client advisory team of one of the largest asset management firms in Canada!
  • Conduct interviews with clients, establish a trust relationship with them, and create financial plans tailored to the needs of each high-net-worth client
  • Be a team player, maintain relationships with numerous internal and external stakeholders
  • Manage multiple complex cases with tight deadlines in a constantly evolving environment
  • Prepare and deliver training sessions on financial planning to investment advisors
  • Identify and develop business opportunities for all services and products offered by National Bank Financial
  • Understand business issues and, most importantly, participate in the development of practical solutions

Your team

Based at the Moncton (or Halifax) office of NBF, you will collaborate with your colleagues (financial planners, estate planners, and tax specialists) to support IA and clients in the Atlantic region in financial planning (7 areas of intervention).

Prerequisites :

  • Member of Financial Planner Canada
  • 15 years of relevant experience
  • University degree in a relevant field (accounting, actuarial science, finance, economics, etc.)
  • In-depth knowledge of financial planning concepts, including personal and corporate taxation and pension plans
  • Significant experience in a consulting role
  • Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, estate planners, etc.)
  • Ability to simplify complex concepts
  • Availability to travel to Atlantics NBF offices
  • Assets :

  • Experience or master's degree in taxation (or CICA Indepth tax course)
  • Knowledge of insurance strategies
  • Knowledge of the wealth management field
  • Member of the Institut (Québécois) de planification financière
  • Languages : English, 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!