Bilingual Wealth Planner—Retirement
3 weeks ago
A leading financial institution in Montreal is seeking a Financial Planner to join their retail branch network. The role involves fostering investment and banking relationships, conducting comprehensive reviews, and providing expert financial advice to clients. Candidates should possess financial planning experience, relevant certifications, and be bilingual in French and English. This position offers competitive compensation and a supportive work environment.
#J-18808-Ljbffr
-
Associate Total Wealth Planner
2 weeks ago
(s): Canada : Quebec : Montreal Scotiabank Global Site Full time $40,000 - $60,000 per yearRequisition ID: 233131Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM...
-
Associate Total Wealth Planner
7 days ago
(s): Canada : Quebec : Montreal Scotiabank Global Site Full time $150,000 - $250,000 per yearRequisition ID: 233131Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM...
-
Montreal, Canada Scotiabank Full timeA leading financial institution in Montreal is seeking an Associate Total Wealth Planner. This role involves providing planning services to clients with investable assets under one million, ensuring accuracy in financial plans, and consulting with a team of specialists. Bilingual communication in French and English is essential along with a solid...
-
Associate Total Wealth Planner
2 weeks ago
Montreal, Canada Scotiabank Full timeRequisition ID: 233131Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of...
-
Associate Total Wealth Planner
14 hours ago
Montreal, Canada Scotiabank Full timeRequisition ID: 233131Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of...
-
Bilingual Wealth Planning Software Consultant
3 weeks ago
Montreal, Canada RBC Full timeA 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...
-
Bilingual Wealth Planning Software Consultant
3 weeks ago
Montreal, Canada RBC Full timeA 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...
-
Bilingual Financial Planner
4 weeks ago
Montreal, Canada Scotiabank Full timeA leading financial institution in Anjou, Quebec is looking for a Financial Planner to join their retail branch network. In this role, you'll establish and deepen client relationships, provide expert financial advice, and promote investment business growth. Candidates should have experience in financial planning, hold relevant certifications, and be...
-
Bilingual Financial Planner
4 weeks ago
Montreal, Canada Scotiabank Full timeA leading financial institution in Anjou, Quebec is looking for a Financial Planner to join their retail branch network. In this role, you'll establish and deepen client relationships, provide expert financial advice, and promote investment business growth. Candidates should have experience in financial planning, hold relevant certifications, and be...
-
Bilingual Financial Planner
4 weeks ago
Montreal, Canada Scotiabank Full timeA leading financial institution in Anjou, Quebec is looking for a Financial Planner to join their retail branch network. In this role, you'll establish and deepen client relationships, provide expert financial advice, and promote investment business growth. Candidates should have experience in financial planning, hold relevant certifications, and be...