Financial Consultant
2 weeks ago
In this Inside Sales Consultant position at Manulife Investment Management (MIM) Advisor Group, you will play a crucial role in delivering financial and investment solutions to clients across various wealth spectrums. As a Transition Consultant, your primary responsibility will be to connect with employees transitioning from their current employer to understand their investment needs and provide guidance on their plans going forward.
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Top Financial Services Consultant Role
4 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. We're seeking a skilled Financial Services Consultant to join our team.This role is an excellent opportunity for someone who is passionate about providing exceptional client service and building strong relationships with existing...
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Financial Consultant
4 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeJob SummarySun Life Financial is seeking a highly motivated Financial Consultant to join their Client Relationship Team. As a key member of the team, you will be responsible for building strong relationships with clients and providing comprehensive portfolio reviews to help them achieve their financial goals.About the RoleThis is a full-time opportunity that...
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Financial Services Consultant
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob DescriptionA dynamic role awaits a dedicated individual at Banque Nationale du Canada as a Financial Services Consultant.About the RoleThis is a varied position that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. As a Financial Services Consultant, you will be responsible...
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Senior Financial Services Consultant
3 weeks ago
Montreal, Quebec, Canada ROSS Full timeLocated in Toronto, our client is a boutique consulting firm with top-notch expertise in Financial Services technology. This winning combination of business and technical knowledge enables clients to receive superior customization.We provide remote or onsite HR and Recruitment solutions like Recruitment Process Outsourcing (RPO), complemented by cutting-edge...
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Financial Consultant
2 weeks ago
Montreal, Quebec, Canada Willis Towers Watson Full timeWillis Towers Watson is a leading global advisory, broking and solutions company. We help clients navigate the complexities of benefits planning and consulting.Job SummaryThis role is responsible for providing deep financial and technical expertise to client teams. The ideal candidate will have 7+ years' experience in benefit consulting or brokerage firms,...
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Strategic Financial Services Consultant
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAt Scotiabank, we're seeking a highly skilled Strategic Financial Services Consultant to join our team. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to customers and building long-standing relationships with existing clients.About the RoleThis role involves connecting with people in a...
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Financial Portfolio Manager
4 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout the RoleWe are seeking an experienced Financial Portfolio Manager to join our Client Service Centre team. This is a unique opportunity to work with clients, build strong relationships and deliver exceptional service.Job DescriptionIn this role, you will be responsible for building relationships with clients of our personal Group Choices plan. Your...
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Financial Services Consultant
4 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout Sun Life FinancialSun Life Financial is a global leader in the life and health insurance industry, committed to helping our clients achieve financial security and independence.
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Financial Services Consultant
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking an experienced Financial Services Consultant to join our team at National Bank. As a key member of our organization, you will play a crucial role in supporting and guiding clients in developing investment strategies tailored to their needs.Key ResponsibilitiesDraw up retirement plans and personalized strategies for clients.Work...
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Montreal, Quebec, Canada National Bank Full timeWe are seeking a highly skilled and experienced Financial Planning Consultant to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in helping clients achieve their financial goals.Job SummaryThe Financial Planning Consultant will be responsible for assessing and identifying clients' financial...
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Insurance Sales Consultant
4 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAs a Financial Services Consultant at Sun Life, you will play a critical role in helping clients achieve lifetime financial security and live healthier lives.You will support Sun Life clients with their insurance needs by speaking with clients over the phone/video and providing recommendations that meet their needs.This is a sales-focused role that requires...
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Consultant en Financement des Médias
4 weeks ago
Montreal, Quebec, Canada BMO Financial Group Full timeRésumé du posteNous recherchons un consultant expérimenté en financement des médias pour rejoindre notre équipe de BMO Groupe financier. Le candidat idéal possèdera une solide compréhension des processus de financement et des marchés des clients cibles. Description du poste En tant que consultant en financement des médias, vous serez responsable...
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Financial Planning Consultant
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Financial Planning ConsultantWe are seeking an experienced and motivated Financial Planning Consultant to join our team. As a key member of our financial planning group, you will be responsible for managing and growing a portfolio of mass affluent clients.About the Role:Provide comprehensive financial planning advice to clients,...
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Stratégiste Financier Virtuel
2 weeks ago
Montreal, Quebec, Canada BMO Financial Group Full timeBienvenue chez BMO Groupe financier, où nous sommes animés par une raison d'être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d'être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens.Nous sommes actuellement à la recherche d'un...
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Financier Expert
2 weeks ago
Montreal, Quebec, Canada Abington Advisory Full timeL'équipe de conseil en management d'Abington Advisory est à la recherche d'un consultant débutant pour soutenir les projets de transformation des organisations. Le candidat idéal possède une appétence pour les sujets financiers et/ou comptables, a une bonne maîtrise d'Excel et de la logique de modélisation.Compétences requisesRigueur...
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Consultant financier senior
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeDétails de l'emploiVous cherchez un emploi rémunérateur qui vous permettra d'entreprendre vos ambitions et d'améliorer la vie de nos clients ?Salaire estiméAu Québec, le salaire moyen pour ce poste est de 55 000 $ à 65 000 $ par an, en fonction de votre expérience et de vos qualifications.Description du posteNous recherchons des consultants...
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Financial Services Consultant
4 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob Description:This is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Key Responsibilities:Help clients use our banking applications and ABMs.Give advice and offer transaction solutions for Personal Banking clients.Ensure adherence to...
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HRdirect Benefits Consultant
2 months ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled HRdirect Benefits Consultant to join our HRdirect ServiceCenter team for a 6-month contract. This newly created role will act as the first point of contact to answer employee and manager inquiries about Intact's Group Benefits. For more complex issues, the consultant will collaborate with internal and third-party...
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Sales Consultant
4 weeks ago
Montreal, Quebec, Canada Manulife Insurance Malaysia Full timeManulife Investment Management is a leading financial services provider. We help individuals make informed decisions about their finances.About the RoleWe are seeking a Sales Consultant to join our team. As a Sales Consultant, you will be responsible for connecting with clients and providing personalized financial advice. You will work closely with employees...
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Financial Planning Consultant
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeAbout the Opportunity:">The Royal Bank of Canada is seeking a highly skilled Financial Planning Specialist to join its Family Office Services team. As an integral member of this team, you will work closely with advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients.">Your Key Responsibilities:">">Prepare customized financial plans...