financial consultant

Education: Bachelor's degree - Experience: 2 years to less than 3 years - **Tasks**: - Advise on trust account investments - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and...

Education: Bachelor's degree Experience: 2 years to less than 3 years Tasks Advise on trust account investments Identify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate...

1675 Grafton Street Halifax Nova Scotia,B3J 3N8 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a...

Job DescriptionWe are seeking a skilled Financial Planner, Investment Retirement Planning to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesAdvise clients on trust account investments to optimize their long-term financial goals.Analyze clients' financial records to identify areas for improvement and develop personalized financial...

    Requisition ID: 211331 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team.  Reporting to the Regional Manager you...

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

h3>Financial Consultant (Program Admin Officer 3)Competition # : 44655Department: Labour, Skills and ImmigrationLocation: HALIFAXType of Employment: PermanentUnion Status: NSGEU - NSPGClosing Date: 06-Dec-24 (Applications are accepted until 11:59 PM Atlantic Time)About UsThe Department of Labour, Skills and Immigration works to provide fairness, safety and...

**_Division: _**_Dealer _Services _**_Department: _**_Sales, OEM _**_Location: _**_Atlantic Canada, ideally Nova Scotia or New Brunswick _**_Working Style: _**_Remote but would need to be on the road 3 days a week _**_Travel:_**_ Quarterly meetings in various Canadian cities _ Join our dynamic team as an Dealer Consultant, OEM (Original Equipment...

TELUS Santé et LifeWorks se sont récemment associés pour tirer parti de la puissance de la technologie et de nos cultures bienveillantes afin de faire progresser notre objectif commun de bâtir un meilleur avenir plus sain pour tous. En tant que chef de file mondial des services de santé et de bien-être - englobant la santé physique, mentale et...

M&R Engineering, now part of BPA, is a mechanical and electrical consulting engineering firm. For over 50 years, they have supplied mechanical and electrical systems design and supervisory services, sustainability consulting, energy auditing, commissioning, and energy modeling. Founded in 1956, BPA is a consulting engineering firm that specializes in...

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...

**Department**:Labour, Skills and Immigration **Location**:HALIFAX **Type of Employment**:Permanent **Union Status**:NSGEU - NSPG **Closing Date**:06-Dec-24 (Applications are accepted until 11:59 PM Atlantic Time) **About Us**: The Department of Labour, Skills and Immigration works to provide fairness, safety and prosperity for all Nova Scotians by...

About the RoleWe are seeking a skilled Financial Advisor to join our Canadian Banking Branch team in Halifax. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesTaking a proactive approach to understanding customer needs and...

**Opportunity - Sales Executive/Material Handling Consultant - Halifax, Canada**[SH1] - Since our incorporation in 1978, Stor-it Systems Ltd. has been supplying our satisfied customers with their Material Handling and Industrial Supplies Equipment. We have grown into Atlantic Canada's Largest Independently Owned Material Handling, Industrial & Storage...

Company OverviewTelus Health empowers individuals to live their healthiest lives, guided by a vision of leveraging technology and focusing on uniqueness to create the future of health. As a global-leading health and well-being provider, Telus Health improves outcomes for consumers, patients, healthcare professionals, employers, and employees.Salary$120,000 -...

Consultant National Accounts Team At HUB International, we don't follow industry trends: we set them! As a global leader in the insurance industry, we're dedicated to redefining what's possible in the world of risk management. We're seeking passionate individuals who are ready to embark on a career journey characterized by innovation and growth, who...

6980 Mumford Road, Unit 312 Halifax Nova Scotia,B3L 4W2 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...

6371 Quinpool Road Halifax Nova Scotia,B3L 1A6 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...

5506 Spring Garden Rd, #101 Halifax Nova Scotia,B3J 1G5 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...