Financial Planner - Quebec
3 weeks ago
Job summary
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 for high‑net‑worth clients professionals business owners
Responsibilities
- Actively contribute to the development and continuous improvement of the Advanced Financial and Tax Solutions department
- Analyze draft and present recommendations on various advanced financial planning topics for iA Financial Group's high‑net‑worth clients
- Occasionally provide deliver training in collaboration with team members health management leaders individual insurance leaders advisors on topics such as taxation business transfers data gathering etc Participate in training new team members coach interns Produce recommendations analyzed cases explain complex information clear terms advisors finance planners across networks Occasionally participate presenting financial reports alongside advisor planner Analyze requests received email allocate work people specialty technical content final objective In collaboration teams Individual Insurance division Conduct research develop forecasts analyze trends related sales finance other areas Create what if models support decisions product marketing strategy design What could accelerate success this Role We're looking someone rigor autonomy strong analytical synthesis skills enabling effective support professional high net worth clients Stands out proactivity detail reliability energy implementing tailored plans Demonstrates mastery technological tools Excel programming VBA PowerPoint Is known professionalism collaboration excellence commitment planning Has years experience financial planning professionals business owners high net worth clients Holds Bachelor degree Business Administration – profile field designation achieved progress Possesses level English since regular communication required
Job description
Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.Get full accessAccess all high-level positions and get the job of your dreams.
Similar jobs
Financial Planner
3 weeks ago
We are seeking a Financial Planner to support advisors and implement advanced financial strategies for high-net-worth clients. · Develop new financial and tax planning tools and calculators used by the team and advisors. · ...
Financial Planner
1 month ago
We are seeking an experienced Financial Planner to assist clients in meeting their financial goals and objectives. The successful candidate will have a focus on relationship management, advice and business development. · ...
Financial Planner in Training
1 month ago
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. · ...
Financial Planner in Training
1 month ago
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. · ...
Financial Planner Relationship
4 weeks ago
This is an opportunity for a stagiaire position for the Quebec region. As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. · Provide tailor-made financial planning advice and help clients reach their goals · Actively main ...
Financial Planner, Scotia Financial Planning
1 month ago
Join a purpose driven winning team committed to results in an inclusive high-performing culture. · Driving investment sales and new client acquisition while adhering to Global Sales Principles compliance and regulatory requirements. · Establish business development opportunities ...
Senior Financial Planner, MD Signature
4 weeks ago
The Senior Financial Planner provides customized financial planning to our MDS clients with investable household assets of $3,000,000 or more. · ...
Senior Financial Planner, MD Signature
3 weeks ago
The Senior Financial Planner will provide customized financial planning services to high-net-worth clients with investable assets of $3,000,000 or more. · Expert Level Client Discovery · Customized goals-based financial planning · ...
As a RBC Financial Planner you develop relationships and create custom investment solutions for prospective and existing RBC clients. · ...
Senior Total Wealth Planner
1 month ago
Join a purpose driven winning team in an inclusive and high-performing culture. · The Senior Total Wealth Planner is responsible for providing comprehensive financial planning advice to high net worth clients. · ...
Accounting Manager
1 month ago
Notre firme accompagne une organisation innovante et en pleine croissance dans la recherche d'un Gestionnaire des Finances stratégique et orienté résultats. · ...
Technicien(ne) en aménagement
2 weeks ago
Ce technicien(ne) en aménagement jouera un rôle clave dans la coordination des activités liées aux espaces corporatifs. · L'objectif sera d'assurer une exécution rigoureuse et efficace avec les différentes parties prenantes. · ...
Contrôleur d'usine
1 month ago
Hitachi Energy est à la recherche d'un Contrôleur pour son usine de Québec. · ...
Contrôleur d'usine
1 month ago
L'offre consiste à recruter un Contrôleur pour l'usine de Hitachi Energy à Québec. Le Contrôleur contribuera à améliorer la rentabilité de l'usine en identifiant les risques et opportunités. · ...
Administrative assistant, legal
6 days ago
L'assistant administratif est responsable de la gestion des affaires quotidiennes du bureau. · ...
Food assembly supervisor
3 weeks ago
L'entreprise recherche un superviseur d'assemblage alimentaire pour gérer les opérations de production. · &c;&èdélaires ou diplômés non requis · ...
Stagiaire - Aide cuisinier(ière)
4 weeks ago
+Se busca un stagiaire - Aide cuisinier(ère) para trabajar con nosotros. · +Participar a la recepcion y almacenamiento de los alimentos. · Ayudar a preparar los platos según las normas de salubridad. · ...
Stagiaire - Aide cuisinier(ière)
4 days ago
Vous êtes passionné(e) par le domaine culinaire et souhaitez acquérir une expérience concrète au sein d'une équipe dynamique? · Ce stage représente une belle occasion de mettre en pratique vos apprentissages, développer vos compétences et évoluer dans un environnement bienveillan ...
Gestionnaire, Comptabilité
1 month ago
+Jeux du Canada : Québec, 2027 · ,+ · + · ,+,+Assurer la gestion complète de la comptabilité générale et analytique ; · ,,+ Les bases du succès ,+ Diplôme universitaire en comptabilité ; ...
Director Tax
2 weeks ago
We are currently looking for a Director to join our Advanced Financial Planning team. · The Director is responsible for providing advanced taxation and estate planning advice, client meeting support, training and resource materials to IG Wealth Management Consultants. ...