Virtual Financial Advisor — Bilingual
3 weeks ago
A leading financial institution is seeking a Virtual Financial Advisor based in downtown Montreal. In this role, you will guide clients through financial journeys, providing tailored strategies and exceptional service. The ideal candidate has a Mutual Funds license, is pursuing a CIFP Diploma, and is bilingual in French and English. You will engage with clients to optimize their financial well-being, meet sales targets, and develop strong relationships. A competitive benefits package and a commitment to diversity and inclusion are offered.
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Montreal (administrative region), Canada Scotiabank Full timeA leading financial institution in Montreal is seeking a Virtual Financial Advisor to guide clients on their financial journeys. The role involves conducting virtual consultations, optimizing client financial well-being, and nurturing strong client relationships. Candidates should possess a Mutual Funds license, be working towards the CIFP Diploma, and be...
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Bilingual Virtual Financial Advisor
3 weeks ago
Montreal, Canada Scotiabank Full timeAbout the role As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You...
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Bilingual Virtual Financial Advisor
3 weeks ago
Montreal, Canada Scotiabank Full timeAbout the role As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You...
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Bilingual Virtual Financial Advisor
3 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeRequisition ID: 243263 About the role As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you...
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Bilingual Virtual Financial Advisor
4 minutes ago
Montreal, Canada Scotiabank Full timeRequisition ID: 243263Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Title: Virtual Financial Advisor - Montreal Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs Virtual Financial Advisor at Scotiabank we help employees...
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Financial Advisor
6 minutes ago
Montreal, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
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Senior IT Technical Advisor
1 week ago
Montreal, Canada Intact Financial Corporation Full timeAbout the role We’re looking for a Senior IT Technical Advisor - Production support (financial applications) to join our growing team! As part of the D&A production support team, you will be part of a level 1 incident management team. What you’ll do here - Take charge of incidents, change requests (RFCs), service requests, problem solving with all...
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Montreal, Canada Intact Financial Corporation Full timeA leading financial services firm is looking for a Senior IT Technical Advisor with 5+ years of experience to support financial applications. The role involves incident management, problem resolution, and participation in financial processes. Candidates should have strong network administration knowledge and exceptional problem-solving skills. Bilingualism...
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Senior Financial Planning Advisor
4 weeks ago
Montreal, Canada National Bank Full timeA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced...
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AVP, Advisor Effectiveness
2 weeks ago
Montreal (administrative region), Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...