Remote Bilingual Financial Advisor | Holistic Planning

A leading Canadian financial services co-operative is seeking a Financial Independent Advisor to make a real difference in clients' lives by providing financial guidance. Candidates must have a college degree, 2-3 years of related experience, and a license with the AMF. This role emphasizes community relations and requires proficiency in both English and...

A leading wealth management firm in Quebec City is seeking an Advisor for the Corporate Channel. This remote position requires securities licensing and 3+ years of client-facing financial planning experience. Candidates must be proficient in digital tools, with a strong emphasis on relationship building and customer service. Bilingualism in French and...

A leading Canadian financial services co-operative is seeking a Financial Independent Advisor to help clients achieve their financial goals. You will provide holistic financial advice, foster strong client relationships, and drive business growth. The ideal candidate has 2 to 3 years of experience in life insurance sales and is proficient in both English and...

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...

A financial technology firm is seeking a Senior Financial Advisor. This full-time remote position involves managing client relationships and providing tailored financial advice. Candidates should possess a Bachelor's degree in a relevant field and have expertise in financial planning and wealth management. The salary range is from $90,000.00 to $200,000.00,...

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 services cooperative is seeking a Financial Independent Advisor in Saguenay to help clients achieve their financial goals. This role involves providing expert financial guidance, managing client relationships, and pursuing business growth. The ideal candidate must have a life insurance license, experience in sales, and bilingual...

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 services provider is seeking a bilingual sales professional in Halifax to manage relationships with financial advisors. The role involves making proactive outbound calls, utilizing Salesforce for tracking, and executing sales campaigns. Ideal candidates will have at least 2 years of sales experience, a university degree, and strong...