Financial Planning Relationship Manager

Job SummaryJob DescriptionWe are seeking a talented Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior...

About the OpportunityThis is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada in Rimouski, Quebec. As a Senior Financial Planning Manager, you will have the chance to manage and grow a portfolio of mass affluent clients, providing comprehensive reviews of their financial circumstances and creating...

We are seeking an experienced Financial Planner to join our team in Rimouski, Canada. As a key member of our Personal and Commercial Banking division, you will be responsible for managing and growing a portfolio of mass affluent clients.Key Responsibilities:Provide tailor-made financial planning advice to help clients reach their goals using our array of...

Opportunity SummaryThis is a unique opportunity for a seasoned financial planner to manage and grow a portfolio of mass affluent clients. As an RBC Financial Planner, you will have the chance to create long-term relationships through superior advice, financial planning expertise, and ongoing services.Key ResponsibilitiesProvide tailor-made financial planning...

Opportunity OverviewThis is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada. As a financial planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through...

About This RoleAt National Bank, we're seeking a highly skilled Banking Advisor to join our team. As a Banking Advisor, you'll play a vital role in providing exceptional client service and support to our customers.Key ResponsibilitiesClient Engagement: Build and maintain strong relationships with clients, understanding their financial needs and providing...

Job Description:We are seeking a skilled Senior Financial Analyst Manager to join our team at Masonite. As a key member of our finance department, you will be responsible for optimizing financial processes and systems, providing critical information for decision-making, and collaborating with senior management.Responsibilities:Preparation of weekly/monthly...

Job Overview We are seeking a skilled Financial Services Advisor to join our team at Desjardins. In this role, you will be responsible for providing exceptional member and client experience, ensuring that they feel welcome and supported throughout their financial journey. As a Member and Client Experience Specialist, you will be the primary point of contact...

We are seeking a detail-oriented Accounting Specialist to join our finance team at beBee Professionals in Rimouski. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...

About the RoleAs a Life and Health Insurance Financial Security Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients, helping them to sell life and health...

Job SummaryAs a Financial Security Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. You will be responsible for selling and providing advice on life, health, disability, and critical illness insurance products, as well as assessing customer satisfaction and service quality.Key...

As a key member of our team, you will play a vital role in delivering exceptional client experiences and promoting the cooperative values of Desjardins.The ideal candidate will possess strong communication skills, a customer-centric mindset, and a passion for financial services.You will be responsible for providing personalized support to clients, ensuring...

Owens Corning est un leader mondial des matériaux de construction et du bâtiment, engagé à construire un avenir durable grâce à l'innovation des matériaux. Nos quatre activités intégrées – Toiture, Isolation, Portes et Composites – fournissent des solutions résistantes, durables et économes en énergie. C’est en tirant parti de notre...

As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of members and clients. You are responsible for the strategic and operational management of a team dedicated to selling financial products and services in a specific...

Sun Life is seeking a driven and entrepreneurial Financial Advisor to join their team.The ideal candidate will be self-motivated, highly driven, and passionate about helping clients achieve financial independence.This role offers the opportunity to build a business from the ground up, with exceptional training and support provided by Sun Life.You will...

This is a temporary full-time position for 18 months, with on-call responsibilities. The successful candidate will provide exceptional member experiences, ensuring they feel welcome, heard, and supported in achieving their financial goals.As a key ambassador of digital solutions, you will advise members on utilizing technological tools, promoting financial...

Résumé du posteEn tant que stratégiste financier relationnel de RBC, vous aurez l'opportunité de gérer et de développer un portefeuille de clients fortunés. Vous effectuerez une analyse détaillée des situations financières des clients et établirez des relations solides grâce à des conseils d'excellente qualité, une expertise en planification...

85, avenue Rouleau Rimouski Quebec,G5L 8M7 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...

Sun Life Financial Advisor OpportunityAs a Sun Life advisor, you'll have the freedom to build your own business and create a fulfilling career.With exceptional training and support, you'll be empowered to succeed and achieve your goals.Key Responsibilities:Growing your business by prospecting within your network and communityMeeting with prospects and...

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...