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Specialist Financial Plan jobs in Quebec

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FINANCIAL PLANNING SPECIALIST/SPÉCIALISTE EN PLANIFICATION FINANCIÈRE

Prepare comprehensive financial plans that meet clients specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning. Personalize each financial plan to provide expert knowledge aroun...

CompanyRoyal Bank Of Canada
AddressQuebec
CategoryAccounting
Salary$91.6K–$116K a year
Job typeFull-time
Date Posted a month ago See detail

Financial Planning Specialist/Spécialiste en planification financière

Royal Bank Of Canada

Quebec

$91.6K–$116K a year

Prepare comprehensive financial plans that meet clients specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning. Personalize each financial plan to provide expert knowledge aroun...

a month ago seen See more...

Scotiamcleod Senior Financial Planning Associate, Montreal

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Montreal, QC

Proactively supports the Financial Planning needs of the Advisor's assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to imp...

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Senior Manager, Regulatory Costing - Financial Planning

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Montreal, QC

Liaise with Canadian Pacific (CP) counterpart to present common front on matters of common interest Updating of Economic Indices and Rates Oversee the preparation of updated annual economic indices including the Volume Related...

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Financial Advisor, Investment & Retirement Planning- Rockland Branch- Montreal- QC

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Montreal, QC

Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and Retirement Planning to customers . Be results-driven by taking a proactive approach to discovering ou...

a month ago seen See more...

Data Analytics and Planning Specialist

United Nations

Quebec

$53.2K–$67.4K a year

Job OpeningJob Opening ID: 232057Job Network : Internal Security and SafetyJob Family : SafetyCategory and Level : Consultants, CONDuty Station : MONTREALDepartment/Office : International Civil Aviation OrganizationDate Posted : A...

a month ago seen See more...

Financial Advisor, Investment & Retirement Planning

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Candiac, QC

Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and Retirement Planning to customers. Be results-driven by taking a proactive approach to discovering our...

2 months ago seen See more...

Residential Financial Specialist

National Bank Of Canada

Quebec City, QC

Support our clients by developing the best residential financing strategy for their needs. Refer files to various experts when necessary. Apply established processes and procedures thoroughly. Comply with current standards and reg...

2 months ago seen See more...

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