Offres d'emploi
Trouvez des postes près de chez vous, sur site, hybrides ou à distance.- Emplois similaires à : Financial Planner
Financial Planner
National BankQuebec City
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
Financial Planner
National BankChicoutimiA 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 a
Belastingadviseur & financieel planner
aaffNorth Brabant
Functieomschrijving Belastingadviseur & financieel planner in Den Bosch Aangenaam, wij zijn aaff. De nieuwe naam in accountancy en advies met maar liefst 180 jaar ervaring. Bij ons ben je meer dan ee
Belastingadviseur & financieel planner
aaffEindhovenFunctieomschrijving Belastingadviseur & financieel planner in Eindhoven Aangenaam, wij zijn aaff. De nieuwe naam in accountancy en advies met maar liefst 180 jaar ervaring. Bij ons ben je meer dan ee
Director - Financial Planning & Analysis
SHISomerset
Director, SG&A & Enablement FP&AThe Director, SG&A & Enablement FP&A provides strategic financial leadership across corporate and enablement functions. This role partners closely with senior leaders t
Financial Planning and Analysis Director
CPI SecurityCharlotteFinancial Planning And Analysis DirectorCPI Security is seeking a hands-on Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, financial reporting, and strategic financial
Financial Planning and Analysis Manager
KB Search Team, LLCChampaignFinancial Planning And Analysis Manager (Fpa Manager) - ManufacturingCentral Illinois - 2 Hours South Of Chicago, Il Salary: $140k$150k Onsite - Relocation Available Looking For More Than Just Budgeti
Financial Officer- Chief Financial Officer
US Government JobsIndianapolisJob PostingDuty location of Indianapolis VAMC is preferred. Will consider a highly qualified applicant for a virtual duty location. A virtual final job offer is contingent on the selected candidate li
Financial Planning and Analysis Specialist (m/f/d)
Speira GmbHGrevenbroich
Challenges that will make you grow Responsibility for financial models for forecasting and tracking business development as well as deriving and implementing improvement measures: Support to the h
Financial Business Partner/Plant AssistantController
OlymelBurlingtonJoin Olymel — Innovation, Quality, and Sustainable Growth! At Olymel, we believe in innovation, quality, and sustainable growth. We are looking for an Financial Business Partner to join our dynamic
Benefits Analyst II: Financial Analytics and Plan Modeling
USI Insurance ServicesSt LouisUsi Insurance is seeking a financial analyst in St. Louis, Missouri, responsible for analyzing data and creating financial deliverables for clients. The position focuses on financial analytics for gro
Financial Controller
180 DegreesSaint PaulFinancial ControllerThe Financial Controller is responsible for overseeing the day-to-day financial operations of the organization, ensuring compliance with GAAP and regulatory standards, and supporti
Financial Systems Administrator
Consumer ReportsYonkersFinancial Systems Analyst Yonkers, NYWho We Are Consumer Reports is an independent, nonprofit organization dedicated to a fair and just marketplace for all. CR is known for our rigorous testing and tr
Financial Systems Administrator
APCO Holdings, LLC.FloridaAPCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for our
Senior Financial Analyst
Vaco by HighspringChula VistaDetermining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure
Senior Financial Analyst
Vaco by HighspringSolana BeachDetermining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure
SUPERVISORY FINANCIAL SPECIALIST
US Department of WarRomeJob TitleThe job title is not provided in the raw HTML.Job DescriptionSupports Enterprise Payment Services Director and Deputy Director by leading strategic planning, execution, evaluation of an Enter
Chief Financial Officer
Delta Dental of New MexicoAlbuquerqueChief Financial OfficerThe Chief Financial Officer (CFO) plans and leads the organization's financial operations, reporting, and governance to ensure financial health and support high-level strategic
Senior Financial Analyst
Canadian TireTorontoWhat Youu2019ll Do:The Senior Financial Analyst is a key contributor to the FP&A supply chain team that provides exceptional planning, analytical, and reporting support to executives. The role plays a
Financial Systems Administrator
APCO HoldingsPonte Vedra BeachAPCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for our
Senior Financial Analyst
Vaco by HighspringDel MarDetermining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure
Chief Financial Officer
Mercer FranceMorristownChief Financial Officer (CFO) Marsh McLennan Agency Private Client ServicesMarsh McLennan Agency (MMA) Private Client Services (PCS) is an insurance brokerage agency that protects individual's liabili
Financial Administrative Assistant
CharlieworksNetherlandsIn this role, you will be responsible for the timely and accurate processing of financial records and will assist with contract management. You will report to the Finance Manager and, together with th
Manager, Financial Systems
HcAnaheimA Great Experience Starts With You!Honda Center welcomes fans, performers, and athletes from around the globe. Our team members are an integral part of the event experience through their interactions
Financial Consultant- Beaverton, OR
Fidelity InvestmentsPortlandJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then joi
Financial Planner
- Quebec City, Québec, Canada
- Quebec City, Québec, Canada
À propos
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 such as:
* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Compétences linguistiques
- English
Cette offre provient d’une plateforme partenaire de TieTalent. Cliquez sur « Postuler maintenant » pour soumettre votre candidature directement sur leur site.