Bilingual Wealth Planning Specialist

A leading financial services provider in Pointe-Claire seeks a Wealth Planning Support Specialist to guide high net worth clients through customized wealth planning. Responsibilities include creating tailored financial plans, assisting advisors, and engaging clients. Ideal candidates are bilingual in French, possess an undergraduate degree, and have a...

Wealth Planning Support Specialist Work Location: Pointe Claire, Quebec, Canada Hours: 37.5 Line Of Business: TD General Pay Details: $76,800 - $115,200 CAD TD 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. The base...

Position Summary Join to apply for the Wealth Planning Support Specialist role at TD. Location & Compensation Work Location: Pointe Claire, Quebec, Canada Hours: 37.5 Line Of Business: TD General Pay Details: $76,800 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill...

Bilingual (Fr/En) Client Experience Specialist II Join to apply for the Bilingual (Fr/En) Client Experience Specialist II role at Canada Life. Permanent Full Time. Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better...

Join to apply for the Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC) role at Canada Life19 hours ago Be among the first 25 applicantsJoin to apply for the Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC) role at Canada LifeGet AI-powered advice on this job and more exclusive features.Permanent Full TimeInvestment...

Join to apply for the Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC) role at Canada Life 19 hours ago Be among the first 25 applicants Join to apply for the Bilingual (Fr/En) Client Experience Specialist I (Pointe-Claire, QC) role at Canada Life Get AI-powered advice on this job and more exclusive features. Permanent Full...

A financial services institution in Pointe-Claire is seeking a Financial Planner to help clients achieve their financial goals and provide outstanding service. This role involves identifying clients' needs, conducting analyses, and contributing to team objectives. The ideal candidate will be bilingual in English and French and possess relevant financial...

Permanent Full Time -Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.   In November 2023, Canada Life acquired IPC.  Canada Life is a member of the Power...

Temporary Full Time -This position is hybrid work style requiring a minimum 3 days in Pointe Claire, QC office location.Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client...

Permanent Full Time -Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.   In November 2023, Canada Life acquired IPC.  Canada Life is a member of the Power...