Bilingual Financial Planner

A leading bank in the Americas is seeking a Financial Planner for its branch network in Montreal. In this role, you will establish and deepen relationships with clients through expert financial advice and personalized strategies. Ideal candidates will have experience in financial planning and investment sales, possess the IPF designation or equivalent, and...

A leading bank in the Americas is seeking a Financial Planner for its branch network in Montreal. In this role, you will establish and deepen relationships with clients through expert financial advice and personalized strategies. Ideal candidates will have experience in financial planning and investment sales, possess the IPF designation or equivalent, and...

A leading financial institution in Montreal is seeking a Financial Planner to manage and grow a portfolio of mass-affluent clients. The role involves providing comprehensive financial planning advice and achieving performance targets. Candidates should possess relevant designations, have a minimum of 3 years of experience, and be bilingual in English and...

A leading financial institution in Montreal is seeking a Financial Planner to join their retail branch network. The role involves fostering investment and banking relationships, conducting comprehensive reviews, and providing expert financial advice to clients. Candidates should possess financial planning experience, relevant certifications, and be bilingual...

A leading financial institution in Montreal is seeking a Financial Planner to join their retail branch network. The role involves fostering investment and banking relationships, conducting comprehensive reviews, and providing expert financial advice to clients. Candidates should possess financial planning experience, relevant certifications, and be bilingual...

Financial Planner - RDP TD Wealth is seeking a Financial Planner to support our relationship‑management, advice and business‑development focus. The role spans the entire client lifecycle, from financial‑planning discovery to ongoing support and improvement of solutions. Work Location: Montréal, Quebec, Canada Hours: 37.5 per week Line Of Business: TD...

A leading transportation firm in Montreal seeks an Inventory and Store Assortment Planner to optimize inventory management. This role requires a strong command of technical systems and collaboration with teams nationwide. Ideal candidates will have a degree in Supply Chain Management and 2 to 3 years of relevant experience. Bilingual proficiency in French...

A prominent bank in North America is seeking a Financial Planner for its Montreal branch. This role involves building and deepening banking and investment relationships with clients. Candidates should hold an IPF (IQPF) designation or equivalent, be bilingual in French and English, and have experience in financial planning and investment sales. The position...

Join to apply for the Financial Planner - Downtown role at TD 2 days ago Be among the first 25 applicants Join to apply for the Financial Planner - Downtown role at TD Get AI-powered advice on this job and more exclusive features. Work Details Work Location: Montréal, Quebec, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: 0 $/$0 - 0 $/$0 CAD...

Join to apply for the Financial Planner - Downtown role at TD Securities 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Work Location:Montréal, Quebec, CanadaHours37.5Line Of BusinessTD WealthPay Details0 $/$0 - 0 $/$0 CADTD is committed to providing fair and equitable compensation opportunities to...