Financial Advisor

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

Saint-Bruno- Sales and financial serviceFull Time- 27197- 11 June 2024**Laurentian Bank. Seeing beyond numbers** **Seeing beyond numbers** At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together...

Seeing beyond numbersTM At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada...

Seeing beyond numbers™ At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada...

Seeing beyond numbers™At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and...

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

**Titre du poste**:Directeur en fiscalité **Emplacement**:1250, rue Marie-Victorin, Saint-Bruno-de-Montarville, Quebec - Responsable de 9 entités juridiques canadiennes (4 fabricants, 1 vente/service, 4 sociétés de portefeuille) situées en Ontario et au Québec - Conformité légale, y compris - Préparation rapide et précise des données des états...

Education: Bachelor's degree Experience: 2 years to less than 3 yearsSupport for persons with disabilities: Participates in a government or community program or initiative that supports persons with disabilitiesSupport for newcomers and refugees: Participates in a government or community program or initiative that supports newcomers and/or refugeesSupport...

'''Duties:''' - Provide financial advice and guidance to clients based on their financial goals and objectives - Assess clients' financial situations by gathering information about their income, assets, debts, and expenses - Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences -...

Job SummaryWhat 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 your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

Education: Expérience: EducationBachelor's degreeExperience2 years to less than 3 yearsSupport for persons with disabilitiesParticipates in a government or community program or initiative that supports persons with disabilities Support for newcomers and refugeesParticipates in a government or community program or initiative that supports newcomers and/or...

Education: Bachelor's degreeExperience: 2 years to less than 3 yearsSupport for persons with disabilitiesParticipates in a government or community program or initiative that supports persons with disabilities Support for newcomers and refugeesParticipates in a government or community program or initiative that supports newcomers and/or refugeesSupport for...

Company: CGIC/Co-operators Department: Retail Sales  Employment Type: Regular Full-Time  Work Model: Office Based  Language: This role operates in English  Job Grade: 0-Not Applicable  For More Info Contact: Erin Medeiros, As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving...

Insurance Broker/AdvisorBECOME A PART OF OUR SUCCESS STORY.Are you currently a Financial Services Professional/Insurance Advisor/Broker? Do you want to take your career to the next level?At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth we are looking for highly motivated individuals to join our network at one of our...

_**Must be interested in working within the financial servicing/advisory industry **_ - _**If hired you must be able to complete the Canadian Securities Course. (Paid for)**_ - **Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the...

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...

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...

**Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the Senior Advisor to gather client information and understand their financial goals. - **Analysis**: - Conduct comprehensive financial analyses to assess clients' current financial...