Senior Bilingual Financial Planning Coach

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...

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....

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...

OverviewSenior Financial Planning and Advice Coach-Bilingual at CIBC. This role provides bilingual financial planning and advice over the phone in English and French to the CIBC and Wood Gundy advisory sales force, enabling advisors to deliver personalized planning and advice to personal and business clients.What You’ll Be DoingYou’ll join the team as a...

A leading financial institution is seeking a Senior Financial Planning and Advice Coach in Toronto. This role involves providing bilingual financial planning and advice to advisors, tailored to clients' needs. The ideal candidate will have a strong background in wealth management, hold relevant accreditations, and possess excellent problem-solving skills....

A leading financial institution is seeking a Senior Financial Planning and Advice Coach in Toronto. This role involves providing bilingual financial planning and advice to advisors, tailored to clients' needs. The ideal candidate will have a strong background in wealth management, hold relevant accreditations, and possess excellent problem-solving skills....

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 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....

A leading Canadian financial services co-operative is seeking a Financial Independent Advisor to help clients achieve their financial goals. This role involves advising on investments and estate planning while cultivating community relationships to maximize business opportunities. The ideal candidate will be bilingual in English and French, possess a life...

A leading financial services company in Halifax is seeking a Financial Planning Consultant to enhance advisor capabilities and improve client outcomes. This role involves providing holistic financial planning expertise, conducting training sessions, and collaborating with marketing teams. The ideal candidate will hold CFP certification, have over 7 years of...