Current jobs related to Financial Consultant - Québec, Quebec - Patrimoine Manuvie - Diligence Gestion de Patrimoine

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  Senior Financial Consultant

  1 month ago

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  Québec, Quebec, Canada MD Financial Management Full time

  {"title": "Senior Financial Consultant", "description": "Job SummaryAs a Senior Financial Consultant at MD Financial Management, you will play a key role in providing expert financial advice to clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...

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  Senior Financial Consultant

  1 month ago

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  Québec, Quebec, Canada MD Financial Management Full time

  {"title": "Senior Financial Consultant", "description": "Job SummaryAs a Senior Financial Consultant at MD Financial Management, you will play a key role in providing expert financial advice to clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...

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  Senior Financial Consultant

  2 months ago

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  Québec, Quebec, Canada MD Financial Management Full time

  About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...

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  Senior Financial Consultant

  2 months ago

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  Québec, Quebec, Canada MD Financial Management Full time

  About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...

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  Senior Financial Consultant

  2 weeks ago

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  Québec, Quebec, Canada MD Financial Management Full time

  Are you a seasoned financial professional looking to take your career to the next level? We're seeking a highly skilled Senior Financial Consultant to join our team at MD Financial Management.Key Responsibilities:Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Facilitate a...

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  Director of Advanced Financial Planning

  2 weeks ago

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  Québec, Quebec, Canada IGM Financial Full time

  Director of Advanced Financial PlanningIGM Financial is seeking a highly skilled Director of Advanced Financial Planning to join our team. As a key member of our Advanced Financial Planning department, you will be responsible for providing expert taxation and estate planning advice to our consultants, as well as developing and delivering training programs to...

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  Financial Consultant Acquisition

  4 weeks ago

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  Québec, Quebec, Canada Scotiabank Full time

  Unlock Your Potential as a Financial Consultant AcquisitionAre you a results-driven professional with a passion for financial planning and business development? Do you thrive in a fast-paced environment where no two days are the same? We're seeking a talented Financial Consultant Acquisition to join our team at Scotiabank.About the RoleAs a Financial...

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  Financial Consultant Acquisition

  4 weeks ago

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  Québec, Quebec, Canada Scotiabank Full time

  Unlock Your Potential as a Financial Consultant AcquisitionAre you a results-driven professional with a passion for financial planning and business development? Do you thrive in a fast-paced environment where no two days are the same? We're seeking a talented Financial Consultant Acquisition to join our team at Scotiabank.About the RoleAs a Financial...

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  Financial Planning Consultant

  3 weeks ago

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  Québec, Quebec, Canada CIBC Full time

  Join Our Team as a Financial Planning ConsultantWe're seeking a skilled Financial Planning Consultant to join our CIBC Financial Planning and Advice team. As a key member of our team, you'll provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.Key Responsibilities:Analyze customer portfolios and...

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  Financial Planning Consultant

  3 weeks ago

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  Québec, Quebec, Canada CIBC Full time

  Join Our Team as a Financial Planning ConsultantWe're seeking a skilled Financial Planning Consultant to join our CIBC Financial Planning and Advice team. As a key member of our team, you'll provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.Key Responsibilities:Analyze customer portfolios and...

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  Financial Consultant Acquisition

  4 weeks ago

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  Québec, Quebec, Canada Scotiabank Full time

  Unlock Your Potential as a Financial Consultant AcquisitionAt Scotiabank, we're committed to helping our customers achieve success through a broad range of advice, products, and services. As a Financial Consultant Acquisition, you'll play a critical role in driving business growth and delivering exceptional client experiences.Key Responsibilities:Develop and...

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  Financial Consultant Acquisition

  4 weeks ago

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  Québec, Quebec, Canada Scotiabank Full time

  Unlock Your Potential as a Financial Consultant AcquisitionAt Scotiabank, we're committed to helping our customers achieve success through a broad range of advice, products, and services. As a Financial Consultant Acquisition, you'll play a critical role in driving business growth and delivering exceptional client experiences.Key Responsibilities:Develop and...

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  Financial Planning Consultant

  2 weeks ago

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  Québec, Quebec, Canada CIBC Full time

  About the RoleCIBC is seeking a highly skilled Financial Planning Consultant to join our team. As a key member of our Financial Planning and Advice team, you will be responsible for providing expert financial planning counsel to our high net worth clients.As a Financial Planning Consultant, you will work closely with our branch-based advisors to develop...

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  Financial Planning Consultant

  2 weeks ago

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  Québec, Quebec, Canada CIBC Full time

  Join CIBC's Financial Planning TeamWe're seeking a skilled Financial Planning Consultant to join our team at CIBC. As a key member of our Financial Planning and Advice team, you will work closely with high net worth clients to provide comprehensive financial planning and wealth management solutions.Key Responsibilities:Analyze customer portfolios and develop...

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  Financial Planning Consultant

  2 weeks ago

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  Québec, Quebec, Canada CIBC Full time

  CIBC is seeking a skilled Financial Planning Consultant to join our team. As a key member of our Financial Planning and Advice team, you will provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.Key responsibilities include:Providing subject matter expertise on economic and political impact on the...

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  Financial Planning Consultant

  1 month ago

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  Québec, Quebec, Canada CIBC Full time

  About the RoleWe're seeking a skilled Financial Planning Consultant to join our team at CIBC. As a key member of our Financial Planning and Advice team, you'll provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.With a strong understanding of markets and investment knowledge, you'll analyze...

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  Financial Planning Consultant

  1 month ago

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  Québec, Quebec, Canada CIBC Full time

  About the RoleWe're seeking a skilled Financial Planning Consultant to join our team at CIBC. As a key member of our Financial Planning and Advice team, you'll provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.With a strong understanding of markets and investment knowledge, you'll analyze...

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  Financial Planning Consultant

  3 weeks ago

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  Québec, Quebec, Canada CIBC Full time

  About the RoleCIBC is seeking a highly skilled Financial Planning Consultant to join our team. As a key member of our Financial Planning and Advice team, you will provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.You will work in partnership with CIBC branch-based advisors to deliver...

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  Financial Planning Consultant

  3 weeks ago

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  Québec, Quebec, Canada CIBC Full time

  About the RoleCIBC is seeking a highly skilled Financial Planning Consultant to join our team. As a key member of our Financial Planning and Advice team, you will provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.You will work in partnership with CIBC branch-based advisors to deliver...

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  Financial Consultant, Acquisition Specialist

  2 months ago

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  Québec, Quebec, Canada Scotiabank Full time

  About the RoleWe are seeking a highly skilled Financial Consultant to join our Acquisition team at Scotiabank. As a key member of our team, you will be responsible for providing expert financial planning and advisory services to our clients in the medical community.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, covering...