Financial Planner Relationship

Job SummaryThe administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational...

Is this role right for you? In this role, you will: Be passionate about financial sales as well as delivering trusted financial advice to customers Educate customers, providing relevant insights and expert advice Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources Understand the...

Requisition ID: 200728Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist/ Quartier Dix30/ Permanent/ Full-time 37.5h you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking...

Requisition ID: 200397Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleThe Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business...

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 and...

A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.Your job: Diligently and attentively...

407306BRRetail Banking - Financial ServicesBrossard, QCApril 25, 2023Company OverviewDepartment OverviewAt TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long- lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers and small...

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible...

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the...

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the...

Requisition ID: 173397Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Mobile Mortgage SpecialistMany positions available in different regions of the province of QuebecLocations: Montreal/ Brossard/ Laval/ Quebec City/ GatineauJob Purpose:As a Mobile Mortgage Specialist (Montreal/ Brossard/ Laval/ Quebec...

426126BRRetail Banking - Financial ServicesBrossard, QCNovember 27, 2023HoursflexibleWorkplace ModelHybridPay DetailsDepartment OverviewTD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its...

417343BRRetail Banking - Financial ServicesBrossard, QCAugust 21, 2023Hoursflexible 37.5Workplace ModelHybridPay DetailsDepartment OverviewTD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through...

_Automotive industry / Dealer Services / Permanent /_ Montreal South, Monteregie, Estrie /Hybrid**Under the supervision of the Sales Manager, the Territory Representative, Ancillary Product Specialist is responsible for the sales support and account development of clients in the assigned territory of Montreal South, Monteregie, Estrie. This position provides...

Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

413306BRCommercial BankingBrossard, QCJuly 5, 2023Company OverviewDepartment OverviewWorking as a member of the Commercial Banking team, the Account Manager is the face of the Bank in the market that they serve. The Account Manager is responsible for both credit and non-credit services and their portfolio usually includes some non-borrowing clients. This...

A career as a Private Banker with National Bank's Montérégie team means acting as a wealth management professional for high net worth clients, using your interpersonal and business development skills, client portfolio management experience and banking knowledge to make a positive impact on the client/employee/user experience, profitability and client...

What you'll do:In this role, you will manage the end-to-end proposal process (content creation, proposal collaterals, pricing, quotations) that drives the integration of solutions into commercial offerings. Your oversight will deliver high-quality technical and commercial responses on time through the creation of documented solution offering workflows/best...

CIBC Bank on your terms with CIBC – whether it's in person, over the phone or online, CIBC has you covered. View company page 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...

Job SummaryCompiler et analyser des données financières pour une entreprise. Appuyer les décisions d'affaires de la Haute direction en remettant à cette dernière des analyses financières et commerciales. S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour réaliser des affectations.Job DescriptionJob DescriptionWhat is...