Financial Planner, Downtown Montreal
1 month ago
We are seeking a skilled Financial Planner to join our team in Downtown Montreal. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
Key Responsibilities:- Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support our clients' financial goals.
- Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrate self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
- Foster strong engagement, educate clients, offer insights, and deliver expert advice.
- Exercise a collaborative approach when dealing with peers, clients, and partners.
- Build relationships, focus on providing a great client experience, and grow long-standing relationships with existing clients.
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the IQPF designation within Quebec.
- You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're able to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Bilingualism in French and English.
- A competitive compensation and benefits package tailored for the role.
- Ability to make a lasting impact on an assigned book of customers.
- An inclusive culture where we value and recognize our employees' contributions.
- An organization committed to making a difference in our communities – for you and your customers.
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Financial Planner, Downtown Montreal
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown Montreal. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...
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Financial Planner Downtown Montreal
2 months ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown Montreal. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...
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Financial Planner Downtown Montreal
2 months ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown Montreal. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...
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Financial Planner, Downtown Montreal
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 201233At Scotiabank, we're seeking a skilled Financial Planner to join our team in Downtown Montreal. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key responsibilities include:Conducting in-depth reviews for assigned...
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Financial Planner, Downtown Montreal
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRole SummaryAs a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth reviews for...
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Financial Planner, Downtown Montreal
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 201233At Scotiabank, we're committed to results in an inclusive and high-performing culture. As a Financial Planner, you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and your priority is providing investment and...
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Montreal, Quebec, Canada Fed Finance Full timeAt Fed Finance, a leading recruitment firm specializing in finance and accounting, we are committed to finding the perfect candidate for our accounting firm client in downtown Montreal. Our team of experts is dedicated to supporting you throughout your job search and at every stage of your career. We are looking for a Senior Financial Control Manager to join...
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Mail Clerk Position in Downtown Montreal
3 weeks ago
Montreal, Quebec, Canada Randstad Canada Full timeJob Title: Mail ClerkJob Type: TemporaryLocation: Downtown MontrealJob Description:We are seeking a dynamic and versatile individual to fill a mail clerk position in downtown Montreal. As a mail clerk, you will be responsible for managing and preparing documents, classifying documents received for processing, and responding to administrative requests from...
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Building Manager Downtown Montreal
1 month ago
Montreal, Quebec, Canada Cogir Immobilier Full timeJob Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled Building Manager to oversee the daily operations of our Laurence building in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of the building, maximizing rental performance, and providing exceptional customer...
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Building Manager Downtown Montreal
1 month ago
Montreal, Quebec, Canada Cogir Immobilier Full timeJob Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled Building Manager to oversee the daily operations of our Laurence building in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of the building, maximizing rental performance, and providing exceptional customer...
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Building Director in Downtown Montreal
3 days ago
Montreal, Quebec, Canada Cogir Immobilier Full timeJob Summary Cogir Immobilier seeks a Building Manager to oversee the Laurence building in downtown Montreal. The ideal candidate will develop a management plan, ensure optimal building operations, and implement strategies to maximize rental performance. Key responsibilities include managing a multidisciplinary team, providing quality maintenance services,...
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Mail Clerk Position in Downtown Montreal
3 weeks ago
Montreal, Quebec, Canada Randstad Canada Full timeJob SummaryWe are seeking a highly adaptable and organized Mail Clerk to join our team in downtown Montreal. As a Mail Clerk, you will be responsible for managing and preparing documents, classifying documents received for processing, and responding to administrative requests from employees.Key Responsibilities Manage and prepare documents for processing...
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Mail Clerk Position in Downtown Montreal
3 weeks ago
Montreal, Quebec, Canada Randstad Canada Full timeJob SummaryWe are seeking a dynamic and versatile Mail Clerk to join our team in downtown Montreal. As a Mail Clerk, you will be responsible for managing and preparing documents, classifying documents received for processing, and responding to administrative requests from employees.Key Responsibilities Management and preparation of documents Classification...
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Montreal, Quebec, Canada Randstad Full timeAbout the RoleAre you an experienced legal professional with a passion for commercial litigation and insurance?We are seeking a skilled Litigation Legal Assistant to join our downtown Montreal office.
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Mail Clerk Position in Downtown Montreal
3 weeks ago
Montreal, Quebec, Canada Randstad Canada Full timeJob SummaryWe are seeking a dynamic and versatile individual to fill a temporary mail clerk position in downtown Montreal. As a mail clerk, you will be responsible for managing and preparing documents, classifying documents received for processing, and responding to administrative requests from employees.Key Responsibilities Management and preparation of...
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Montreal, Quebec, Canada Randstad Canada Full timeAre you a highly motivated and detail-oriented professional looking for a challenging role in finance?We are seeking an experienced Assistant Controller to join our team in downtown Montreal.The successful candidate will have the opportunity to work in a dynamic environment with a talented finance team and contribute to the growth of our company.Job...
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Montreal, Quebec, Canada Randstad Full time**About the Role:**Randstad is seeking a highly organized and customer-focused Medical Aesthetic Coordinator to join their team in downtown Montreal. In this role, you will be responsible for providing exceptional patient care and supporting the medical aesthetics team in delivering top-notch services.**Key Responsibilities:**Coordinate with patients to...
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Building Manager Downtown Montreal
4 weeks ago
Montreal, Quebec, Canada Cogir Immobilier Full timeJob Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled and experienced Building Manager to oversee the daily operations of our Laurence building in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of the building, maximizing rental performance, and providing...
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Building Manager in Downtown Montreal
1 month ago
Montreal, Quebec, Canada Cogir Immobilier Full timeJob Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled Building Manager to oversee the daily operations of our properties in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of our buildings, maximizing rental performance, and providing exceptional customer...
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Building Manager in Downtown Montreal
1 month ago
Montreal, Quebec, Canada Cogir Immobilier Full timeJob Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled Building Manager to oversee the daily operations of our properties in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of our buildings, maximizing rental performance, and providing exceptional customer...