Senior Financial Advisor
3 weeks ago
We are seeking a highly skilled Senior Financial Advisor to join our team at Fed Finance Canada. As a key member of our accounting services team, you will be responsible for:
Key Responsibilities:- Client Partnership: Collaborate with clients to understand their financial objectives and develop tailored solutions to meet their needs.
- Financial Advisory: Provide expert financial guidance to clients, including review and compilation of financial statements, and implementation of financial solutions.
- Team Leadership: Supervise and mentor junior team members, ensuring they have the necessary skills and knowledge to excel in their roles.
- Client Communication: Maintain open and transparent communication with clients, ensuring they are informed of all aspects of their financial situation.
About Fed Finance Canada: We are a leading accounting firm dedicated to providing exceptional financial services to our clients. Our team of experts is committed to delivering personalized solutions that meet the unique needs of each client.
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Senior Investment Advisor
6 months ago
montréal, Canada National Bank Full timeAs a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at National Bank Financial (NBF) and advise them on portfolio management best practices so that they can better support their clients and generate
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Senior Tax Advisor
4 weeks ago
montréal, Canada National Bank Full time*** Please note that this position can be held from different cities in Quebec including Montreal and Quebec *** A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general
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Financial Optimization Advisor
5 months ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeTalent and Culture sector/Permanent role/Hyrbid or telework_ The mission of the **Talent and Culture (T&C) sector’s** **Strategy, Governance and Performance (SGP) team **is to provide the management team with tools and established guidelines for strategic planning, governance and performance, and to support them in decision-making and aligning with the...
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Financial Advisor
6 months ago
Montréal, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial...
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Compliance Advisor
5 months ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeAre you driven by the challenges related to the compliance of the distribution of financial products and services? Do you want to leverage your analysis skills, advisory service, and your ability to positively influence your business partners? iA Financial Group has a position for you! Our Compliance Department, Distribution Networks at iA, is seeking a...
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Wealth Advisor
6 months ago
Montréal, Canada Connor, Clark & Lunn Financial Group Full time**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...
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Senior Advisor, Social Impact
6 months ago
Montréal, Canada Intact Financial Corporation Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is a strength. You...
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Associate Wealth Advisor/ Conseiller Associé en
2 months ago
Montréal, QC, Canada Connor, Clark & Lunn Financial Group Full time**Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...
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Senior Cybersecurity Advisor
4 weeks ago
montréal, Canada National Bank Full timeA career as a Senior Cybersecurity Advisor at National Bank means playing a strategic and cross-functional analysis role within the Information Security Office. You will be responsible for defining and managing the cross-functional demand management process for unplanned initiatives impacting the in
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Senior Advisor Taxation
2 months ago
montréal, Canada National Bank Full timeA career in accounting and taxation at National Bank means contributing to the Bank's transformation and having a direct impact on clients. As a Senior Advisor - Taxation, you will work in a complex sector to help understand business issues and respond to the needs of different stakeholders to suppo
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Senior Legal Advisor
6 months ago
montréal, Canada National Bank Full timeBeing a Senior Legal Advisor in the Sourcing team at National Bank means contributing to the negotiation of commercial agreements that support our banking products and services offering and being involved in projects that require expertise in multiple legal fields, including technology, commercial a
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Senior Training Advisor
3 weeks ago
montréal, Canada National Bank Full timeA career as a Senior Training Advisor in the Business Training team at National Bank involves developing various commercial advisory roles. Your field experience and expertise will significantly impact the integration of new employees but also contribute to the improvement and development of new tra
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Senior Sourcing Advisor
3 months ago
montréal, Canada National Bank Full timeBeing a Senior Advisor in the Sourcing team at National Bank means contributing to the negotiation of commercial agreements that support our banking products and services offering. It also means being involved in projects that require expertise in multiple legal fields, including technology, commerc
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Senior Sourcing Advisor
2 months ago
montréal, Canada National Bank Full timeBeing a Senior Advisor in the Sourcing team at National Bank means contributing to the negotiation of commercial agreements that support our banking products and services offering. It also means being involved in projects that require expertise in multiple legal fields, including technology, commercial agreements and information security. This job will allow...
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Senior Sourcing Advisor
2 months ago
montréal, Canada National Bank Full timeBeing a Senior Advisor in the Sourcing team at National Bank means contributing to the negotiation of commercial agreements that support our banking products and services offering. It also means being involved in projects that require expertise in multiple legal fields, including technology, commercial agreements and information security. This job will allow...
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Financial Advisor System and Modelling
3 hours ago
Montréal, QC H3B 2C9, Canada VIA Rail Canada Full timeReference Number : 557 Status : Permanent - Full-time Annual Salary / Hourly Rate : $77 112 - $95 256 Number of positions to be filled : 1 Application Deadline : 12/13/2024 Did you know that VIA Rail is carrying out ambitious projects to modernize its services and infrastructure? From our new ultramodern train fleet to ongoing improvement of our...
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Avp, Estate and Financial Planning Services
5 months ago
Montréal, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Senior Tax Advisor
4 weeks ago
montréal, Canada National Bank Full time*** Please note that this position can be held from different cities in Quebec including Montreal and Quebec ***A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100%...
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Senior Tax Advisor
4 weeks ago
montréal, Canada National Bank Full time*** Please note that this position can be held from different cities in Quebec including Montreal and Quebec ***A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100%...
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Senior Advisor Sales Efficiency
2 months ago
montréal, Canada National Bank Full timeA career as a Senior Advisor in the Corporate Sales Efficiency team at National Bank involves participating in the development and deployment of various projects and initiatives for the Commercial sector. Through your field experience and expertise, you will contribute to initiatives related to sale