Financial Planning Expert for High-Net-Worth Clients

A Senior Estate Planning and Wealth Management Expert at National Bank Financial (NBF) will play a key role in supporting high-net-worth clients and Investment Advisors (IAs) with their estate planning needs. With a strong focus on delivering high-quality expertise and services, this position involves providing general or specific information to clients and...

About the RoleWe are seeking a highly skilled and experienced 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 estate planning advice and guidance...

About the RoleA career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts The mission...

We are Fed Finance, a company that has been delivering exceptional accounting services to the Greater Montreal area since 2001.About Us:Our team is dedicated to making numbers exciting and helping our clients achieve their financial goals. We offer a unique blend of temporary and permanent hiring options, allowing us to tailor our services to meet your...

Financial Planning and Investment RoleAs a Financial Planner/Investment Specialist at Scotiabank, 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...

Explore a dynamic role as an Investment & Personal Banking Specialist, Investment & Retirement Planning with Scotiabank.About the RoleThis exciting opportunity offers a competitive salary package tailored to your needs, ranging from $65,000 to $90,000 annually, depending on experience and location. As a skilled Financial Planner, you will play a key part in...

Role SummaryAs a Financial Planner/Investment Specialist at Scotiabank, 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 investment sales and new client acquisition, as well as establishing business development opportunities...

Role SummaryAs a Financial Planner/Investment Specialist at Scotiabank, 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 investment sales and new client acquisition, as well as establishing business development opportunities...

Are you passionate about delivering trusted financial advice to customers?In this role, you will:Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning...

Are you passionate about delivering trusted financial advice to customers regarding complex investment and retirement planning?In this role, you will:Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.Conduct comprehensive reviews for assigned customers including retirement...

Job OpportunityWe are seeking a highly skilled and experienced Financial Services Expert to join our team at Royal Bank of Canada. As an Expert Financial Services Professional, you will play a key role in providing exceptional client service and building long-term relationships with our clients.Key ResponsibilitiesClient Relationship Building: Develop and...

Job OpportunityWe are seeking a highly skilled and experienced Financial Services Expert to join our team at Royal Bank of Canada. As an Expert Financial Services Professional, you will play a key role in providing exceptional client service and building long-term relationships with our clients.Key ResponsibilitiesClient Relationship Building: Develop and...

Job DescriptionAt National Bank, we're on a mission to have a positive impact on people's lives. As an Expert Financial Solutions Consultant, you'll play a pivotal role in helping our clients achieve their financial goals.Job SummaryAn Expert Financial Solutions Consultant at National Bank is a dynamic role that requires a unique blend of financial acumen,...

About the RoleAt Intact Financial Corporation, change management is a fundamental pillar of our success and ongoing adaptation in a constantly evolving world. As a Change Management Specialist, you will play a key role in facilitating smooth transitions, optimizing performance, and enhancing the employee experience.Key ResponsibilitiesDevelop and implement...

About the RoleAt Intact Financial Corporation, change management is a fundamental pillar of our success and ongoing adaptation in a constantly evolving world. As a Change Management Specialist, you will play a key role in facilitating smooth transitions, optimizing performance, and enhancing the employee experience.Key ResponsibilitiesDevelop and implement...

About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at TD Wealth. As a Financial Planning Specialist, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial goals and...

About the RoleAt Intact Financial Corporation, change management is a fundamental pillar of our success and ongoing adaptation in a constantly evolving world. As a Change Management Specialist, you will play a key role in facilitating smooth transitions, optimizing performance, and enhancing the employee experience.Key ResponsibilitiesDevelop and implement...

About the RoleAt Intact Financial Corporation, change management is a fundamental pillar of our success and ongoing adaptation in a constantly evolving world. As a Change Management Specialist, you will play a key role in facilitating smooth transitions, optimizing performance, and enhancing the employee experience.Key ResponsibilitiesDevelop and implement...

About the RoleAt Intact Financial Corporation, we're committed to helping our employees thrive in a constantly evolving world. As a Change Management Specialist, you'll play a key role in facilitating smooth transitions, optimizing performance, and enhancing the employee experience. Your expertise will be instrumental in shaping our future with resilience...

Job SummaryJob DescriptionAs a Royal Bank of Canada Financial Advisor, you will be responsible for building and maintaining relationships with high-value clients, providing proactive, professional advice, and collaborating with partners to help clients achieve their financial goals.Key Responsibilities:Develop and maintain a deep understanding of clients'...