Financial Planner

As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...

Requisition ID: 199059Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are...

Requisition ID: 188458Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand...

Requisition ID: 188747Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...

Requisition ID: 196885As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll...

Requisition ID: 194485Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...

À propos de nousGroupe APP est la maison-mère des marques Mackage et SOIA & KYO, basée à Montréal, dont les bureaux se trouvent actuellement à Montréal, Toronto, New York, Miami, Shanghai, Munich et Paris.MACKAGE Experts de la protection toutes saisons depuis 1999, Mackage travaille les cuirs, duvets et laines parmi les plus raffinés et les plus...

À propos de nousGroupe APP est la maison-mère des marques Mackage et SOIA & KYO, basée à Montréal, dont les bureaux se trouvent actuellement à Montréal, Toronto, New York, Miami, Shanghai, Munich et Paris.MACKAGE Experts de la protection toutes saisons depuis 1999, Mackage travaille les cuirs, duvets et laines parmi les plus raffinés et les plus...

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.  ...

As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...

As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...

As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...

As a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...

As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...

As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business...

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence...

Application Deadline: 05/03/2024Address:2099 boulevard Marcel-LaurinProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides...

Area of Interest: Advisory services, Personal banking As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan....

Area of Interest: Advisory services, Personal banking As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan....

Area of Interest: Advisory services, Personal banking As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan....

Area of Interest: Advisory services, Personal banking ...

About the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique...

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 DescriptionWe are looking for an experienced portfolio manager / relationship...

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 DescriptionWe are looking for an experienced portfolio manager / relationship...

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 DescriptionWe are looking for an experienced portfolio manager / relationship...

Requisition ID: 199059 Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Most importantly, you realize...

Requisition ID: 199059 Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Most importantly, you realize...

Tasks Strategic Fund Management: Establish and follow a fund selection protocol. Build and monitor multi-fund portfolios according to client needs. Recommend new funds to follow and identify those needing adjustments. Perform periodic portfolio rebalancing to optimize returns. Financial Investment Analysis: Provide expertise on strategic investment...