Bilingual Wealth Planner—Retirement

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...

Requisition ID: 233131 Join 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...

Requisition ID: Join 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 with...

Requisition 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...

A major financial institution in Montreal is seeking a Financial Planner to manage client portfolios and provide investment and retirement planning advice. This role involves establishing strong client relationships, conducting in-depth financial reviews, and delivering expert insights tailored to each client's needs. Successful candidates should have a...

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...

   Requisition 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...

A leading bank in the Americas is seeking a Financial Planner for its branch network in Montreal. In this role, you will establish and deepen relationships with clients through expert financial advice and personalized strategies. Ideal candidates will have experience in financial planning and investment sales, possess the IPF designation or equivalent, and...

A leading bank in the Americas is seeking a Financial Planner for its branch network in Montreal. In this role, you will establish and deepen relationships with clients through expert financial advice and personalized strategies. Ideal candidates will have experience in financial planning and investment sales, possess the IPF designation or equivalent, and...

Retirement Consultant – Sun Life Québec Location: Hybrid (one day per week in office, downtown Montreal) As a licensed Retirement Consultant, you will support Sun Life clients with their retirement needs by speaking with clients over the phone and providing recommendations that meet their needs. What you will do Proactively call existing Group Retirement...