- 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
- Evaluate service quality standards, ensure compliance with rules, maintain data integrity according to established criteria.
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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. · ...
Sherbrooke, Quebec1 month ago
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As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertis ...
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Financial Planner, Investment and Retirement Planning- EN
Only for registered members
+As a RBC Financial Planner you develop relationships and create custom investment solutions for prospective and existing RBC clients. · +Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions including best- ...
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Ce poste est responsable des rapports statutaires, de la conformité fiscale, du traitement de la paie et des fonctions comptables. · ...
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As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients rea ...
Sherbrooke1 week ago
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As a senior wealth management advisor you develop personalized strategies provide tailored advice solutions help members clients reach financial personal goals. · You serve expert advisor for the 360° wealth management approach savings investments providing premium support. · ...
Sherbrooke1 month ago
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+ Develop business relationships and prospect for new clients. · + Manage client portfolios and provide financial advice. · Drum up new business. · Set goals for clients. · Develop comprehensive 360° offerings. · ...
Sherbrooke Full time1 month ago
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As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients rea ...
Sherbrooke Full time1 week ago
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Nous recherchons un(e) candidat(e) ayant une excellente aptitude à communiquer et à établir des relations interpersonnelles. · Développer et maintenir une clientèle solide en identifiant les besoins financiers des clients. · Offrir des conseils personnalisés en matière de produit ...
Sherbrooke3 weeks ago
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Le Gestionnaire de Territoire sera chargé de fournir un service et de développer les ventes dans la ville de Québec et aux alentours. · Développer les ventes auprès de la clientèle existante · Acquérir de nouveaux comptes selon la stratégie régionale · ...
Sherbrooke, QC1 month ago
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The Carrier Sourcing Coordinator is responsible for identifying evaluating and onboarding transportation carriers to support BRPs outbound finished goods network. · This position ensures BRP secures reliable cost-effective capacity while meeting service compliance quality expecta ...
Sherbrooke, Quebec1 month ago
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Dans le cadre du rôle du Gestionnaire Territorial chez Solenis à Sherbrooke (QC), il s'agit principalement d'acquérir nouveaux comptes clients dans la ville de Québec régionaux en fonction des stratégies régionales avec un objectif principal d'augmenter la clientèle existante. · ...
Sherbrooke, QC1 month ago
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No hay otro lugar donde prefieras estar. Te gusta coachear y formar tu equipo para mejorar continuamente la manera en que se entrega una experiencia al cliente inmejorable, y estás ahora listo para empezar a liderar el equipo con todos los aspectos de la experiencia del cliente. ...
Sherbrooke, Quebec1 month ago
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Découvrez comment vous pouvez faire une différence dans la vie des gens, des familles, des collectivités – ici et partout dans le monde. · ...
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Sherbrooke, Quebec2 weeks ago
- Work in company
Vérificateur en chef, Gestion du risque d'entreprise avec les GES/Lead GHG Verifier, risk management
Only for registered members
+Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. · +Diriger la conception, la planification et la prestation de services de gestion du risque d'entreprise · Réaliser des tests de cheminement et des tests de contrôles; · Mettre en œuvre ...
Sherbrooke1 month ago
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The Carrier Management Coordinator will execute shipments from shipping yards/distribution centers to North American dealers. · Tender loads to suitable carriers in terms of rates,capacity,and service level. · Track daily each load to ensure Pick-up/Deliveries appointments are ta ...
Sherbrooke1 month ago
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Are you ready to be part of a dynamic team in charge of BRP's strategy for its finished goods distribution network? This role involves executing shipments from shipping yards / distribution centers to North American dealers. · ...
Sherbrooke Full time1 month ago
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Boulanger, boulangère · Rejoignez l'équipe de production à Les Vraies Richesses. · Du pain et des produits artisanaux avec amour · Puisque plus de 10 ans, nous fabriquons des pains et produits artisanaux à partir de levain naturel et de farines fraîchement moulues sur place. · Fa ...
Sherbrooke $32,000 - $52,000 (CAD) per year1 day ago
Financial Planner - Sherbrooke - National Bank
Description
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.
You will benefit from our training programs using hands-on learning methods that enable you master your role efficiently. Our employees enjoy flexible working conditions while assisting local residents build their lives successfully through various initiatives available under this program!
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Financial Planner
Only for registered members Sherbrooke, Quebec
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Financial Planner Relationship
Full time Only for registered members Sherbrooke
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Financial Planner, Investment and Retirement Planning- EN
Only for registered members Sherbrooke, Quebec
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Senior Staff Accountant
Only for registered members Sherbrooke, Quebec
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Senior Staff Accountant
Only for registered members Sherbrooke
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Wealth Management Senior Advisor
Only for registered members Sherbrooke
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Wealth Management Senior Advisor
Only for registered members Sherbrooke
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Wealth Management Senior Advisor
Full time Only for registered members Sherbrooke
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Wealth Management Senior Advisor
Full time Only for registered members Sherbrooke
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Conseiller en sécurité financière
Only for registered members Sherbrooke
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Gestionnaire de Territoire
Only for registered members Sherbrooke, QC
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Carrier Sourcing Coordinator
Only for registered members Sherbrooke, Quebec
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Gestionnaire de Territoire
Only for registered members Sherbrooke, QC
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Assistant Gérant
Only for registered members Sherbrooke, Quebec
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conseiller financier sun life
Only for registered members Sherbrooke
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Assistant Gérant
Only for registered members Sherbrooke, Quebec
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Vérificateur en chef, Gestion du risque d'entreprise avec les GES/Lead GHG Verifier, risk management
Only for registered members Sherbrooke
-
Carrier Management Coordinator
Only for registered members Sherbrooke
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Carrier Management Coordinator
Full time Only for registered members Sherbrooke
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Boulanger, boulangère
Les Vraies Richesses- Sherbrooke