Senior Financial Planning Specialist

About the RoleThis Senior Financial Credit Specialist position plays a vital role in supporting commercial clients by providing expert credit analysis and guidance. Reporting to the Regional Vice-President, you will be based in one of our offices in Brossard, Saint-Jean-sur-Richelieu, or Saint-Hyacinthe.

Unleash Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner Relationship Specialist to join our team at Royal Bank of 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.About the OpportunityThis is a full-time role with...

About the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank. As a Senior Wealth Management Advisor, you will play a key role in supporting our clients and Investment Advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including succession law, trusts,...

Become a key member of our Canadian Banking team in Brossard, Quebec.About the OpportunityThis role offers the chance to work with English-speaking clientele and develop strong relationships with customers.Deliver trusted financial advice and provide exceptional service throughout the customer's journey.Educate customers on relevant financial planning tools...

Job Title: Senior Estate Planning AdvisorJoin National Bank Financial as a Senior Estate Planning Advisor and play a key role in supporting clients and Investment Advisors with their estate planning needs. As a trusted advisor, you will provide expert guidance and recommendations to help individuals achieve their financial goals.Key...

About the RoleWe are seeking a highly skilled Senior Estate Planning Advisor to join our team at National Bank Financial. As a key member of our advisory team, you will play a critical role in supporting our clients and investment advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including...

Job OverviewWe are seeking an experienced Senior Account Finance Specialist to join our team at National Bank. As a key member of our Corporate sector, you will be responsible for providing exceptional customer service and financial expertise to our clients.

Opportunity OverviewAs a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...

Opportunity OverviewAs a Senior Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...

Découvrez notre opportunité de carrière en tant que stratégiste financier relationnel seniorNous recherchons un professionnel expérimenté pour occuper le poste de stratégiste financier relationnel senior au sein de notre équipe financière. En tant que membre clé de notre équipe, vous serez chargé de développer et de mettre en œuvre des...

As a Senior Financial Services Consultant at Royal Bank of Canada, you will have the opportunity to work with a dynamic and collaborative team to provide world-class advice and solutions to clients.About the RoleThis is a full-time position offering unlimited earning potential and comprehensive benefits. As an RBC employee, you will be part of a progressive...

About the RoleWe are seeking a skilled Senior Financial Representative to join our team at National Bank. As a Senior Financial Representative, you will be responsible for providing exceptional customer service and financial expertise to clients in various industries.Job Responsibilities:Manage commercial files and assist clients with their financing...

A highly sought-after career as an Estate Planning Specialist at National Bank Financial (NBF) in the Montreal South Shore region involves providing expert advice and guidance to clients and Investment Advisors (IAs) with their estate planning needs.As a key member of the client advisory team, you will have the opportunity to support clients in succession,...

Canada - QC - BrossardReporting to the Corporate Affairs & Health, Safety and Environment (HSE) Manager, Eastern Region, the Senior HSE Specialist will be a HSE business partner to Graymont's operating plants, terminals and regional offices.ABOUT GRAYMONTGraymont is a global leader in the production and marketing of lime and limestone products. We have...

Job Summary:We are seeking a highly skilled Financial Planning and Investment Advisor to join our team at BMO. As a key member of our virtual financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Provide financial planning and investment advice to clients to deliver...

Job Title: Senior Estate Planning AdvisorAs a Senior Estate Planning Advisor at National Bank, you will play a key role in supporting clients and Investment Advisors with their estate planning needs. Your expertise will be invaluable in providing high-quality services in succession, retirement, and taxation.Your Key Responsibilities:Conduct client interviews...

Mission At Decathlon, our mission is to move people through the wonders of sport. As a Finance Business Partner, you will play a crucial role in supporting our leaders in creating value and driving strategic decisions. Profile We are looking for a talented individual to join our team as a Finance Business Partner. Your primary responsibility will be to...

OverviewKPMG in Canada is seeking a Senior Financial Analyst to join its dynamic team in the Enterprise Audit group located on the South Shore of Montreal. As a Senior Financial Analyst, you will be responsible for applying KPMG's audit and accounting practices and methodologies at client engagements. This includes conducting financial statement review &...

OverviewKPMG in Canada is seeking a Senior Financial Analyst to join its dynamic team in the Enterprise Audit group located on the South Shore of Montreal. As a Senior Financial Analyst, you will be responsible for applying KPMG's audit and accounting practices and methodologies at client engagements. This includes conducting financial statement review &...

Are you an experienced professional looking to make a meaningful impact in the world of financial risk management? Do you possess a deep understanding of credit policies and procedures?About the RoleWe are seeking a skilled Financial Risk Management Specialist to join our team at Desjardins. As a key member of our Credit Authorization department, you will...