Financial Planner jobs in Quebec

A leading financial institution in Montreal is seeking a Financial Planner to manage and grow a portfolio of mass-affluent clients. The role involves providing comprehensive financial planning advice and achieving performance targets. Candidates should possess relevant designations, have a minimum of 3 years of experience, and be bilingual in English and French. This full-time position offers...

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...

Who We Are Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s financial specialist – supporting our clients...

Requisition ID: 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 interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings.” What is the role of a Financial Planner? As a Financial...

Job Description TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team believes that helping clients set and achieve their financial goals while delivering a legendary customer experience drives our business success, new business and client...

A major financial institution in Canada is seeking a Financial Planner to advise clients on personalized financial solutions. The role involves identifying investment needs and fostering business development while adhering to compliance standards. Candidates should possess a Bachelor's degree and relevant experience in financial advisory services, including mutual fund representation. Join a...

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...

A leading financial services company is seeking a Financial Planner to support high-net-worth clients with advanced financial strategies. Responsibilities include developing financial tools, providing training, and analyzing financial requests. The ideal candidate has 3-5 years' experience in financial planning, a degree in Financial Services, and proficiency in Excel programming. Enjoy a hybrid...

Join to apply for the Financial Planner - Downtown role at TD 2 days ago Be among the first 25 applicants Join to apply for the Financial Planner - Downtown role at TD Get AI-powered advice on this job and more exclusive features. Work Details - Work Location: Montréal, Quebec, Canada - Hours: 37.5 - Line Of Business: TD Wealth - Pay Details: 0 $/$0 - 0 $/$0 CAD (This role is eligible for...

A leading financial institution in Kirkland is seeking a Financial Planner. This role involves identifying clients' financial goals, providing personalized planning, and building long-term relationships. The ideal candidate has 3 to 5 years of banking experience, a financial planning diploma, and is bilingual in English and French. Competitive compensation and opportunities for professional...

Private Client Adviser / Securities Specialist / Financial Planner Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help...

A well-known Canadian retailer is seeking an Associate Merchant Financial Planner. This remote position entails providing financial planning support by preparing reports, conducting analysis, and assisting with budgets and forecasts. Candidates must have a post-secondary education in Business Administration or similar fields, alongside 1-2 years of retail experience. Excellent communication and...

Financial Planner - Terrebonne Work Location Terrebonne, Quebec, Canada Hours 37.5 hours per week Line Of Business TD Wealth Pay Details 0 $/$0 - 0 $/$0 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Job Description TD Wealth takes a sophisticated and holistic goals discovery approach to...

A leading financial institution in Candiac is seeking an RBC Financial Planner to manage and grow a portfolio of mass affluent clients. You will provide tailored financial planning advice and cultivate strong, lasting relationships while achieving performance targets. Candidates must have a financial planning designation, mutual funds license, and a minimum of 3 years of experience in financial...

A leading financial institution is seeking a Financial Planner in Montreal to provide expert financial advice and draft personalized financial plans for clients. Responsibilities include identifying clients' needs, offering customized solutions, and developing business opportunities. Ideal candidates should have a Bachelor's degree, MFR licence, and experience in financial advisory services. Join...

A career as a National Bank Financial Planner in Training 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...

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Financial Planning is a cornerstone of the MD Signature Private Wealth Management (MDS) offer. In MDS we work with some of Canada’s most successful physicians and their families to provide end‑to‑end financial planning services, tailored to meet our client’s unique needs. The Senior Financial...

A leading financial institution in Montreal is seeking a Financial Planner to manage and grow a portfolio of clients. You will provide tailored financial advice, build long-term relationships, and achieve performance targets. Candidates should have a financial planning designation, mutual funds license, and a minimum of 3 years’ experience. This full-time role includes a dynamic team environment,...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment...

Overview Financial Planner, Branch Network - South Shore of Montreal. Requisition ID: . Internally known as Financial Advisor, Investment and Retirement Planning (FAIR). Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. Responsibilities - Establish and deepen investment and primary banking relationships with existing assigned clients as well...