Senior Bilingual Financial Planning Coach
3 weeks ago
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. The position supports remote work with occasional office presence and offers a competitive compensation package.
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Toronto, Canada CIBC Full timeOverviewSenior 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...
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Senior Bilingual Financial Planning Coach
3 weeks ago
Toronto, Canada CIBC Full timeA 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....
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Senior Bilingual Financial Planning Coach
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada CIBC Full timeA 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....
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Financial Planning and Advice Coach
2 weeks ago
Toronto, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Financial Planning Coach
4 days ago
Toronto, Ontario, Canada TD Full time $76,800 - $115,200 per yearWork Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD GeneralPay Details:$76,800 - $115,200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...
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Hybrid Bilingual Financial Disputes Coordinator
3 weeks ago
Toronto, Canada Bilingual Source Full timeA financial services consulting firm is seeking a Bilingual Case File Coordinator in Toronto. The role focuses on managing various financial disputes while utilizing your banking knowledge. Candidates should have over 2 years of relevant experience and a bachelor’s degree or equivalent. Competitive compensation includes a base salary ranging from 57-63k...
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Financial Planning Practice Lead
2 weeks ago
Toronto, Canada Scotiabank Full timeSelect 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...
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Financial Planning Practice Lead
3 weeks ago
Toronto, Canada Scotiabank Full timeFinancial 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 clients achieve their goals while driving business...
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Financial Planning Practice Lead
3 weeks ago
Toronto, Canada Scotiabank Full timeFinancial 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 clients achieve their goals while driving business...
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Financial Planning Practice Lead
3 weeks ago
Toronto, Canada Scotiabank Full timeFinancial 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 clients achieve their goals while driving business...