quebec city, qc financial planner Jobs – 6 Openings This Week

Financial Planner
National Bank of Canada —Quebec City, QC
- Full-time
- Business development
- Bachelor's
- Leadership
- Wellness program
- Employee assistance program
Planificateur financier
National Bank of Canada —Quebec City, QC
- Full-time
- Business development
- Bachelor's
- Wellness program
Conseiller principal ou conseillère principale, Planification financière et fiscale
Desjardins —Quebec City, QC
- Full-time
- Hybrid work
- Master's degree
- Bachelor's
Planificateur(rice) financier(ère) relationnel(le)
Royal Bank of Canada —Quebec City, QC
- Full-time
- Business development
- Communication skills
7d
Residential Financing Specialist-Quebec province
National Bank of Canada —Quebec City, QC
- Full-time
- Business development
- Bachelor's
- Financial services
- Wellness program
- Employee assistance program
Conseiller.ère en gestion de patrimoine
fdp Gestion privée —Quebec City, QC
- $9 an hour
- Finance
- Master's degree
- Business development
- Wellness program
Quick apply

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Planificateur financier
National Bank of Canada —Quebec City, QC
Identifier les besoins d'investissement et de financement de la clientèle afin d’élaborer un plan financier personnalisé. Régime d’acquisition d’actions.
Planificateur(rice) financier(ère) relationnel(le)
Royal Bank of Canada —Quebec City, QC
Donner notre pleine mesure, penser autrement pour poursuivre notre croissance et travailler en équipe afin d’offrir des conseils fiables qui contribueront à la…
7d

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Associate, Financial Planner
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Support the design and implementation of insurance strategies by preparing illustrations, analyzing coverage options, and assisting in the underwriting and…
$75,000–$80,000 a year
Financial Planner
BMO Financial —Toronto, ON
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$45,500–$84,500 a year
7d

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Financial Planner

National Bank of Canada
Quebec City, QC

Apply Now

Job details

Full-time

Benefits

Wellness program
Employee assistance program

Skills

French
Business development
Bachelor's
Leadership

Full job description

Attendance: Hybrid

Employment Category: Senior Professional

Type of Contract: Permanent

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!

Additional required languages: French

Skills: Client Education, Communication, Driving Results, Emotional Intelligence, Finance, Information Analysis, Insurance, Investments, Legislation, Proposal Generation, Readiness, Retirement Planning, Taxations, Teamwork, Time Management, Client Engagement, Cli

Apply Now

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financial planner jobs in quebec city, qc

Financial Planner

Planificateur financier

Conseiller principal ou conseillère principale, Planification financière et fiscale

Planificateur(rice) financier(ère) relationnel(le)

Residential Financing Specialist-Quebec province

Conseiller.ère en gestion de patrimoine

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