Financial Planning Consultant

5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

Colleagues you’ll love. - A dynamic and collaborative workplace where you can contribute to our story. - Comprehensive benefits from day one. This is the Yellow Pages Life and what working at Yellow Pages is all about. **What is a Financial Planning Analyst** **at Yellow Pages?** Want to contribute to the development and prosperity of local small and...

Colleagues you’ll love. - A dynamic and collaborative workplace where you can contribute to our story. - Comprehensive benefits from day one. This is the Yellow Pages Life and what working at Yellow Pages is all about. **What is a Business Planning Analyst** **at Yellow Pages?** Want to contribute to the development and prosperity of local small and...

Advisory services, Personal banking Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. You can join a Bank where you will be recognized and where you can make a positive impact! ...

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. Discover how you can make a difference in the lives of individuals, families and communities around the world. The Retirement Consultant team takes pride in...

We’re Northbridge Financial. We’re proud to be 100% Canadian and owned by Fairfax Financial. We serve through our Northbridge Insurance, Federated Insurance, and TruShield Insurance brands. We have a reputation for being one of Canada’s leading commercial property and casualty insurance company. Our employees are dedicated to understanding the needs of...

**Job Summary** **What is the opportunity?** As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

**Job Summary** **What is the opportunity?** As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

**Job Description**: **Grade**: L9** **Division**: IGM-HR** IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians...

You 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...

We’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...

**Challenges of this position**: - Analyze current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures. - Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance. - Provide financial solutions (financing, new business, risk assessment and avoidance) to...

**Requirements**: - At least 2 years of financial services experience - Broker dealer experience (knowledge of stocks and bonds). - Bilingual (English & French) - Anti-Money Laundering or financial crime experience or knowledge is a plus. **Job Type**: Fixed term contract Pay: $21.44-$50.00 per hour Schedule: - 8 hour shift Ability to...

**Company Description** Ubisoft’s 19,000 team members, working across more than 30 countries around the world, are bound by a common mission to enrich players’ lives with original and memorable gaming experiences. Their commitment and talent have brought to life many acclaimed franchises such as Assassin’s Creed, Far Cry, Watch Dogs, Just Dance,...

**Responsibilities**: **ABOUT THE JOB**: The Finance Department of Global Banking and Investor Solutions (GBIS), is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are Quality and timeliness of GBIS financial statements;...

**Analyst/Associate** **US Financial Consulting Group - Based in Montreal & Toronto** Richter Consulting, Inc. (“RCI”) is a member of the Richter Group. RCI serves its clients with a multidisciplinary group of 6 partners and ~25 professionals. We work with US-based leverage lenders, private equity firms, and major banks regarding their portfolio...

Job Opening **Posting Title**: - Consultant Financial Associate**Department/Office**: - International Civil Aviation Organization**Duty Station**: - MONTREAL**Posting Period**: - 27 April 2023 - 11 May 2023**Job Opening Number**: - 23-International Civil Aviation Organization-207926-Consultant**Staffing Exercise** - N/AUnited Nations Core Values:...

Posting Description: As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Health Solutions business group within Aon. - Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over...