Bilingual Financial Planning Practice Lead

Select how often (in days) to receive an alert: Title: Financial Planning Practice Lead (Bilingual) Requisition ID: 233491 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: At Scotia Wealth Management, financial planning is more than a service – it’s a strategic approach to helping our...

A leading financial institution in Toronto is seeking a Financial Planning Practice Lead to enhance client and Advisor experiences by championing best-in-class practices. The role requires strong bilingual (English and French) communication skills, demonstrated experience in financial planning, and the ability to lead training and development initiatives....

A leading financial institution in Toronto is seeking a Financial Planning Practice Lead to enhance client and Advisor experiences by championing best-in-class practices. The role requires strong bilingual (English and French) communication skills, demonstrated experience in financial planning, and the ability to lead training and development initiatives....

A leading bank in the Americas is seeking a Financial Planning Practice Lead in Toronto. This role involves enhancing client and Advisor experiences by leading financial planning practices. Candidates must demonstrate exemplary client service skills, a strong background in financial advising, and hold a relevant degree. Bilingualism in English and French is...

A leading bank in the Americas is seeking a Financial Planning Practice Lead in Toronto. This role involves enhancing client and Advisor experiences by leading financial planning practices. Candidates must demonstrate exemplary client service skills, a strong background in financial advising, and hold a relevant degree. Bilingualism in English and French is...

A leading bank in the Americas is seeking a Financial Planning Practice Lead in Toronto. This role involves enhancing client and Advisor experiences by leading financial planning practices. Candidates must demonstrate exemplary client service skills, a strong background in financial advising, and hold a relevant degree. Bilingualism in English and French is...

3 days ago Be among the first 25 applicants Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space....

A leading financial planning software firm is looking for a Bilingual Product Support Specialist. This remote role involves assisting users with software, delivering training, and creating support documentation. Ideal candidates are fluent in English and French, possess strong analytical skills, and have a background in financial services. Join a dynamic...

A leading financial institution is seeking a bilingual Financial Planning Practice Lead in Montreal to enhance client experiences and train Advisors. The ideal candidate will have extensive experience in financial planning, a relevant degree, and a CFP designation. Strong coaching and communication skills are essential, along with the ability to build...

A leading financial technology company in Canada is seeking a Product Owner for Financial Planning to shape its financial advice platform. The role requires expertise in Canadian financial products and agile development experience. You will translate business needs into actionable user stories, collaborate with developers, and support internal stakeholders....