Financial Planner jobs in Quebec, QC

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 jobIdentify 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...

A leading financial services firm based in Quebec is seeking a Financial Planner to optimize financial and tax planning strategies for high-net-worth clients. This role involves developing financial tools, providing training in financial planning, and presenting solutions to clients. The ideal candidate should have 3-5 years of relevant experience, a Bachelor's degree in Business Administration -...

A leading financial institution in Canada is seeking a Financial Planner to develop mass affluent client relationships through high-quality investment advice. The role involves proactive client engagement, driving investment sales, and leveraging internal and external networks. Candidates should have a minimum of 3 years of experience in financial planning and proven networking skills. This...

Overview What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. You are supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales push you to provide world-class advice and...

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...

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 leading financial institution in Canada seeks a Financial Planner in Training to develop expertise in financial planning and client relations. Candidates should hold a Bachelor's degree and possess a Mutual Fund Representative license. They will be responsible for creating personalized financial plans and advising clients. The position offers a supportive environment for career growth and...

A leading financial institution in Quebec City is hiring a Financial Planner in Training to develop financial plans and advise clients on achieving their life goals. You will engage in business development to increase client portfolios and ensure quality service. This role offers an excellent onboarding program, competitive compensation, and flexible benefits. Ideal candidates will hold a...

Financial Planner | $85/hr Remote — Crossing Hurdles Overview Join to apply for the Financial Planner | $85/hr Remote role at Crossing Hurdles. Base pay range $70.00/hr - $85.00/hr Details - Type: Hourly Contract - Compensation: $70–$85/hour (based on experience) - Location: Remote - Duration: 1–2 months (with possible extension) - Commitment: ~20 hrs/week (part-time, flexible) Role...

Area(s) of interest: Advisory services, Personal banking 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. - Identify...

Join to apply for the Financial Planner role at National Bank of Canada 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 your advisory, business relationships, and leadership skills while making a positive impact. Your job - Identify clients’...

Overview 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...

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...

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 jobIdentify clients’ investment and financing needs in order to draft a personalized...

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...

A prominent financial institution in Quebec is seeking a Financial Planner in Training. This role involves advising clients and drafting personalized financial plans to meet their goals. Responsibilities include identifying investment needs, advising on market trends, and ensuring compliance with operational standards. Qualifications include a Bachelor's degree, a mutual fund representative...

A leading financial institution is seeking a Financial Planner to build and deepen client relationships and provide expert financial advice. Successful candidates will have 3+ years in financial planning, relevant certifications, and strong networking skills. Enjoy a flexible work environment, a compensation structure rewarding client growth, and access to cutting-edge resources. The role...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and...

Requisition ID: 243356 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...