Ville De Québec Qc Financial planner Jobs – 12 Openings This Week

Financial Service Representative
National Bank of Canada —Quebec City, QC
- Full-time
- Customer service
- Administrative experience
- High school diploma or GED
- Wellness program
- Employee assistance program
Financial Planner, Scotia Financial Planning - Beauport, QC
Scotiabank —Beauport, QC
- Sales
- English
- Travel
10d
Financial Planner
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Business development
- Bachelor's
- Leadership
- Wellness program
- Employee assistance program
Tax Accountant - Canada ex-Quebec
IG Wealth Management —Quebec City, QC
- $142,500–$178,500 a year
- Hybrid work
- Bilingual
- Public speaking
- English
- Disability insurance
- Dental care
Investment Advisory Service Associate
National Bank of Canada —Quebec City, QC
- Full-time
- Hybrid work
- Business development
- Bachelor's
- Wellness program
- Employee assistance program
Planificateur(rice) financier(ère) relationnel(le)
Royal Bank of Canada —Quebec City, QC
- Full-time
- Business development
- Communication skills
Planificateur.trice Financier.ère, Planification Financière Scotia - Beauport, QC
Scotiabank —Beauport, QC
- Sales
- English
Planificateur financier
National Bank of Canada —Quebec City, QC
- Full-time
- Business development
- Bachelor's
- Wellness program
Gestionnaire Principal, Planification des Clientèles Fortunées et Spécialiste en Planification pour Propriétaires d'Entreprise
Royal Bank of Canada —Quebec City, QC
- Full-time
- English
- Bachelor's
3d

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Financial Service Representative

National Bank of Canada -
Quebec City, QC

Apply Now

Job details

Full-time

Qualifications

French
Investment
Customer service
Administrative experience
High school diploma or GED
Business development
College diploma

Full job description

Attendance: Hybrid

Employment Category: Support

Type of Contract: Permanent

A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients.

Your job:

Optimize interactions with clients on the technical, administrative and operational aspects of their investment transactions.
Use an advisory approach by detecting opportunities and referring clients to the right specialist.
Propose transaction and investment solutions when analyzing client files, if required.
Support Financial Planners in data analysis and solving complex files to satisfy clients.
Ensure compliance with the processes used and the implementation of new features.
Ensure adherence to compliance and risk management rules.

Your team:

You’ll be part of a team that stands out for its strong collaboration. You’re known for your empathy and open-mindedness. You’ll have the opportunity to develop your skills through training, hands-on learning and discussions with your partners. This position reports to the Financial Planner Manager.

This position requires you to be present in the workplace in order to fulfil client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Prerequisites:

High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
Experience in customer service and interest in business development
Basic investment knowledge
Experience in administrative support and in processing investment, financing and transaction products
Proficient with IT tools and comfortable navigating digital tools
Ability to rigorously manage several requests at the same time

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, Organization Skills, Proposal Generation, Readiness, Retirement Planning, Taxations, Teamwork, Client Engagement, Client-focus

Apply Now

Refine Your Search

financial planner jobs in ville de québec qc

Financial Service Representative

Financial Planner, Scotia Financial Planning - Beauport, QC

Financial Planner

Tax Accountant - Canada ex-Quebec

Investment Advisory Service Associate

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

Planificateur.trice Financier.ère, Planification Financière Scotia - Beauport, QC

Planificateur financier

Gestionnaire Principal, Planification des Clientèles Fortunées et Spécialiste en Planification pour Propriétaires d'Entreprise

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