Financial Advisor

Work as a Financial Security Advisor at Experior Financial Group Inc. in Canada.This position involves providing clients with expert financial advice and strategies to secure their financial future. As a Financial Security Advisor, you will:Assess clients' financial needs and goals.Develop personalized financial plans.Guide clients on investment...

Career Opportunities: Senior Financial AdvisorWe are seeking a highly skilled and experienced senior financial advisor to lead our Private Company Advisory (PCA) practice.About IGM Private Company AdvisoryIGM Private Company Advisory (PCA) provides strategic financial advisory services to private businesses with transaction values typically ranging from $10...

At 360 Degree Financial, we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals.About UsWe are a dynamic and forward-thinking company that specializes in providing personalized financial solutions to our clients. Our expertise lies in crafting...

Company OverviewAt 360 Degree Financial, we pride ourselves on being a forward-thinking financial services provider. Our team of licensed professionals is dedicated to helping clients achieve their financial goals through customized solutions and expert guidance.Job DescriptionWe are seeking an experienced Financial Solutions Advisor to join our team. As a...

As a Financial Advisor , you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, the Advisor is responsible for deepening member relationships and uncovering members' short- and long-term goals; tailored solutions may include loans, investments, or...

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals, families and communities around the world. Financial advisors love to build long-term...

Job DescriptionThe Senior Process and Transformation Advisor will play a key role in improving and transforming business processes within the Financial Markets Operations sector at National Bank. This involves collaborating with various teams, including IT, Financial Markets, and Compliance, to influence the evolution of transformation initiatives.This...

As a Financial Advisor, you will seek to understand what is important to each member and partner with them on their individual financial journey. Servicing an assigned portfolio, the Advisor is responsible for deepening member relationships and uncovering members' short- and long-term goals; tailored solutions may include loans, investments, or day-to-day...

A career as an Advisor in the team of Integration and Transition team (Onboarding) at National Bank is to act as an expert, to leverage your knowledge by supporting various network stakeholders in their customer service offering. This job allows you to have a positive impact on the organization by leveraging your knowledge by providing support to...

At Sun Life Financial, you will find a dynamic work environment where every individual can grow and thrive. Our Business Development Partner role is an exciting opportunity for talented professionals to join our team and contribute to the success of our clients and advisors.About the Role:The primary objective of this position is to provide holistic support...

This is a full-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing financial data, and developing personalized financial plans. They will work closely with clients to understand their financial goals and help them make informed...

Education: Other trades certificate or diploma - Experience: Experience an asset **Work setting**: - Urban area - Private sector **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning -...

Seeing beyond numbersº At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada...

The Senior Advisor role in the Financial Markets Compliance team at National Bank involves acting as a regulatory compliance specialist. The key responsibilities include developing and implementing regulatory compliance programs for Financial Markets Compliance.

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

A career as a Senior Advisor within the Compliance team at National Bank Financial means contributing to maintaining an adequate oversight framework for wealth management. This role enables you to have a positive impact on our organization through your ability to identify inherent risks and associated mitigating factors within the industry. Detect high-risk...

Company OverviewConcentric Energy Advisors, Inc. is a leading management consulting and financial advisory firm that provides expert advice and guidance to clients in the North American energy and utility industries. Our team of experienced professionals has a deep understanding of the energy sector and is dedicated to helping our clients achieve their...

Job DescriptionWe are seeking a highly skilled Cybersecurity Risk Advisor to join our Financial Markets Business Operational Strategy, Resilience & Risk Management team. As a key member of our team, you will be responsible for supporting the identification, assessment, monitoring, and management of operational risks in the Financial Markets Business. You...

A career as an Advisor in the team of Integration and Transition team (Onboarding) at National Bank is to act as an expert, to leverage your knowledge by supporting various network stakeholders in their customer service offering. This job allows you to have a positive impact on the organization by leveraging your knowledge by providing support to different...

A career as an Advisor in the Counterparty Documentation Center (CDC) at the National Bank of Canada is to be a committed professional within Financial Markets Operations. You will be responsible for supporting various lines of business in the Financial Markets in the execution of due diligence and regulatory onboarding of counterparties with the aim of...