Senior Financial Advisor
4 weeks ago
A career opportunity has arisen for a skilled Senior Financial Advisor to join our team in Montreal, Quebec. As a Senior Financial Advisor, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
Key Responsibilities:- Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
- Provide trusted financial advice to clients regarding their investments and retirement planning.
- Craft personalized financial strategies and solutions that meet clients' unique goals and needs.
- Foster strong engagement, educate clients, offer insights, and deliver expert advice.
- Exhibit a collaborative approach when dealing with peers, clients, and partners.
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the IQPF designation within Quebec.
- Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Bilingualism in French and English.
- A competitive compensation package tailored for the role, estimated at CAD $80,000 - $120,000 per year, depending on experience.
- An inclusive culture where we value and recognize our employees' contributions.
- An organization committed to making a difference in our communities – for you and your customers.
We are Scotiabank, a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
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Senior Financial Advisor
2 weeks ago
Montreal, Quebec, Canada Fed Finance Canada Full timeWe are looking for a Senior Financial Advisor to join our team at Fed Finance Canada. As a Partner, you will play a key role in supporting our clients across various industries. Your responsibilities will include:Key ResponsibilitiesProviding financial guidance and support to our clients, including review and compilation mandatesServing as an advisor to...
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Senior IT Technical Advisor
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeWe are seeking an experienced Senior IT Technical Advisor to join our team at Intact Financial Corporation. As a member of our IT department, you will be responsible for providing expert technical support and guidance to our users.With a strong background in IT and excellent communication skills, you will be the go-to expert for complex technical issues and...
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Montreal, Quebec, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a Senior Business Advisor to join our Financial Restructuring team in Montreal. As a key member of our team, you will be responsible for providing financial advisory services to companies facing economic challenges and uncertainty.Key ResponsibilitiesConduct comprehensive financial analyses of companies, including building...
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Senior Financial Consultant
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for building strong relationships with our customers and providing expert financial advice to help them achieve their goals.ResponsibilitiesTaking a proactive approach to understanding customer needs and providing...
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Senior Financial Planning Specialist
1 month ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking 1859 at National Bank. As a Senior Advisor, you will play a key role in supporting our expert advisors with financial planning and coordination, analyzing information and documents to produce comprehensive plans, and actively participating in...
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Financial Services Professional
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Professional to join our team as a Senior Advisor. This role will provide personalized banking services to clients, focusing on their financial needs and goals.About the RoleThe successful candidate will work closely with clients to understand their financial situations, providing...
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Senior Insurance Solutions Advisor
1 day ago
Montreal, Quebec, Canada National Bank Full timeOverviewAt National Bank, we are dedicated to helping our clients achieve their financial goals. As a Senior Insurance Solutions Advisor, you will play a critical role in providing exceptional service and support to our customers.
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Senior Financial Planning Professional, Montreal
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and their communities achieve success through various advice, products, and services.A High-Paying OpportunityWe are offering a highly competitive salary of approximately $85,000 per year for this Senior Financial...
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Senior Financial Advisor
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeIs this role right for you? In this role, you will:Be passionate about financial sales and deliver trusted financial advice to customers.Provide a full range of customized financial solutions using a financial planning approach.Understand customers' financial goals and preferences, analyze their needs, and recommend the appropriate strategies and solutions...
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Senior Legal Advisor for Financial Institutions
4 weeks ago
Montreal, Quebec, Canada Brain Finance Full timeBrainFinance is a pioneering fintech company that revolutionizes access to credit through innovative technology.A collaborative innovation lab, our team comprises experts from finance, data science, mathematics, computer science, and software engineering, working together to provide fair and transparent credit solutions.We are seeking an experienced Senior...
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Senior Business Banking Advisor
7 days ago
Montreal, Quebec, Canada National Bank Full timeUnlock Your Potential as a Senior Business Banking AdvisorWe are seeking an experienced and results-driven Senior Business Banking Advisor to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our business clients, identifying their financial needs, and providing...
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Network Security Specialist
1 day ago
Montreal, Quebec, Canada Intact Financial Full timeJob SummaryWe are seeking a highly skilled Network Security Specialist to join our Partner Solutions (PSI) Network Operations & Security team as an IT Technical Advisor Senior – Network Operations.About the RoleThis is a senior-level position that requires expertise in network security, architecture, and operations. The ideal candidate will have a strong...
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Senior Financial Reporting Analyst
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking an experienced Senior Financial Reporting Analyst to join our Financial Reporting & Consolidation team. As a key member of this department, you will play a vital role in the analysis and disclosure of financial information.The ideal candidate will have a strong background in accounting and experience with complex financial...
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Senior Financial Advisor
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our Commercial Lending team. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our commercial clients.Job SummaryThis is an exciting opportunity to work in a dynamic and fast-paced environment...
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Strategic Financial Advisor
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAt Banque Nationale du Canada, we're committed to helping our clients achieve their financial goals. As a Banking Advisor, you'll play a key role in providing expert guidance and support to help them make informed decisions about their financial futures.
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Montreal, Quebec, Canada National Bank Full timeAt National Bank, we're dedicated to providing exceptional banking services and building long-term relationships with our clients. As a Commercial Banking Senior Client Advisor, you'll play a crucial role in helping businesses achieve their financial goals.
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Career Opportunities as a Senior Banking Advisor
3 hours ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeSenior Banking Advisor at Banque Nationale du CanadaJob Summary:A dynamic and rewarding role awaits you as a Senior Banking Advisor at Banque Nationale du Canada. As a key member of our team, you will have the opportunity to provide exceptional client service, offer personalized financial solutions, and contribute to the growth and success of our...
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Senior Financial Advisor
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeWe are seeking a Senior Financial Advisor to join our team at National Bank. As a Financial Planner, you will play a key role in advising clients on their investment and financing needs, and creating personalized financial plans that meet their goals.Job DescriptionThis is an exciting opportunity for a motivated and experienced professional to work with a...
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Senior Security Advisor
1 month ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we value diversity and strive to create an inclusive, accessible workplace. As a Senior Security Advisor - Identity Governance, you will be part of our Identity Governance & Administration (IGA) team, undertaking the next phase in its IAM maturity journey.About the RoleOur mature IAM practice aims at staying on top of...
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Chef Financier Stratégique Senior
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timePrésentationL'équipe stratégique de l'entreprise Intact Financial Corporation est à la recherche d'un chef financier stratégique senior pour rejoindre notre équipe. Nous recherchons une personne qui possède des compétences exceptionnelles en analyse financière, en gestion de risque et en stratégie commerciale.