Bilingual Financial Planning Practice Lead

Select 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...

A leading financial institution is seeking a bilingual Financial Planning Practice Lead in Montreal to enhance client experiences and train Advisors. The ideal candidate will have extensive experience in financial planning, a relevant degree, and a CFP designation. Strong coaching and communication skills are essential, along with the ability to build...

   Requisition ID: 233491Join 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 results. The Financial Planning Practice...

Select 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...

OverviewYou 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...

3 days ago Be among the first 25 applicants Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space....

A leading financial institution in Canada is seeking a Bilingual Financial Planning Software Solutions Consultant. You will support RBC Financial Planners by providing expert financial advice, planning solutions, and assisting with software tools. The ideal candidate possesses strong financial planning knowledge, bilingual skills, and experience in the...

A leading financial institution in Canada is seeking a Bilingual Financial Planning Software Solutions Consultant. You will support RBC Financial Planners by providing expert financial advice, planning solutions, and assisting with software tools. The ideal candidate possesses strong financial planning knowledge, bilingual skills, and experience in the...

A leading financial planning software firm is looking for a Bilingual Product Support Specialist. This remote role involves assisting users with software, delivering training, and creating support documentation. Ideal candidates are fluent in English and French, possess strong analytical skills, and have a background in financial services. Join a dynamic...

A leading financial services company in Montreal seeks a practice leader to manage and mentor experienced professionals. The role includes developing and coordinating complex strategic initiatives while ensuring effective practices. Strong bilingual communication skills are essential. The position offers a competitive salary and comprehensive benefits...