Personal Financial Planner

4 weeks ago

Montréal QC, Canada Emplois iRecrutement Full time

Permanent
Full time
Morning
Languages asked for
French Fluent Fluent
English Fluent Fluent
University - Undergraduate (Bachelor's)
Execute business development strategies to acquire new clients.
Develop a client using prospecting tools such as cold and warm calls, marketing campaigns, online content creation, referral events, etc.
Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon.
Create, implement, and continually review clients’ plans that include strategies designed to help them pursue their long-term goals.
Act as a steward to the clients’ assets and achieve client satisfaction and loyalty through excellent wealth management services.
Coordinate the efforts of accountants, notaries, tax lawyers and other financial professionals in the application of advanced financial planning strategies.
Bachelor's degree or equivalent business experience
Business development aptitude and entrepreneurial mindset
An MBA, CA, or CFP will be considered as assets.
Provide our clients with a one-stop extensivewealth management experience.
With diligent analysis, meticulous attention to detail and effective communication, we help our clients set and reach their financial objectives with peace of mind.
In addition to building effective investment portfolios, we guide our clients through the complex environments of taxation, law, retirement planning, estate planning and charitable giving. We make it a point to act at the centre of clients’ finances, as their personal Chief Financial Officers (CFO), essentially providing them with a personal family office experience.

  • Portfolio manager

    2 weeks ago

    Montréal, QC, Canada EightSix Network Inc Full time

    Bloomridge is an investment management firm based in Montreal. We provide a wide range of financial services to individuals, families, foundations, and corporations. Our services include investment management, wealth management, and consolidated reporting of client assets. Role Description We are looking for an experienced portfolio manager / relationship...

  • Financial Planner, Investment and Retirement Planning

    4 weeks ago

    Montréal, QC, Canada RBC - Royal Bank Full time

    Job Summary As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and...

  • Financial Planner, Investment and Retirement Planning

    2 weeks ago

    Montréal, QC, Canada Royal Bank of Canada> Full time

    Job Summary As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and...

  • Resource Planner

    4 weeks ago

    Montréal, Canada KPMG Full time

    Overview: Resource planning is a critical business function at KPMG. It ensures that we have the right people, with the right skills, in the right locations, available at the right time. Working closely with the business, Resource Management ensures the effective utilization and development of our people. Your role contributes significantly to KPMG...

  • Financial Planner, Investment and Retirement Planning

    3 weeks ago

    Sept-Îles, QC, Canada Royal Bank of Canada> Full time

    Job Summary Job Description 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. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your...

  • Financial Planning Analyst

    5 days ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning...

  • Senior Financial Advisor

    2 weeks ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Personal Banker

    1 week ago

    Montréal, Canada BMO Financial Group Full time

    2305 chemin Rockland Mont-Royal Quebec,H3P 3E9 **Job Description**: Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to...

  • Personal Banker

    7 days ago

    Montréal, Canada BMO Financial Group Full time

    5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Personal Banker

    6 days ago

    Montréal, Canada BMO Financial Group Full time

    7275 rue Sherbrooke est Montreal Quebec,H1N 1E9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banker

    4 weeks ago

    Montréal, Canada BMO Financial Group Full time

    5790 boul des Grandes-Prairies Montreal Quebec,H1R 1B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired...

  • Personal Banker

    4 weeks ago

    Montréal, Canada BMO Financial Group Full time

    7999 boul Galeries d'Anjou Montreal Quebec,H1M 1W9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banker

    4 weeks ago

    Montréal, Canada BMO Financial Group Full time

    3300, Cote Vertu Montreal Quebec,H4R 2B7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banker

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    6700 rue St-Hubert Montreal Quebec,H2S 2M6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banker

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    1554 avenue Van Horne Montreal Quebec,H2V 1L5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banker

    4 weeks ago

    Montréal, Canada BMO Financial Group Full time

    5501, avenue Monkland Montreal Quebec,H4A 1C8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banker

    4 weeks ago

    Montréal, Canada BMO Financial Group Full time

    6025, boul Henri-Bourassa East Montreal Quebec,H1G 2V2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Financial Planner, Investment and Retirement Planning

    7 days ago

    Rouyn-Noranda, QC, Canada Royal Bank of Canada> Full time

    Job Summary Job Description The candidate must be available to travel within the city of Val d'Or. 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. Alongside your own prospecting and networking activity,...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 weeks ago

    Montréal, Canada BMO Financial Group Full time

    3300, Cote Vertu Montreal Quebec,H4R 2B7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...