Financial Planning Relationship Specialist

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...

We are seeking a highly skilled and motivated Financial Services Relationship Manager to join our team at TD Securities. The successful candidate will be responsible for building and maintaining impactful relationships with customers, guiding them to the appropriate staff member for resolving their financial queries and banking needs.Job Description:This is...

Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Desjardins.About the RoleThis is an exciting opportunity to work in wealth management, developing and maintaining long-term relationships with clients to meet their financial needs. You will be responsible for listening to clients' needs, providing personalized...

About This RoleAs a Customer Relationship Specialist at National Bank, you will play a vital role in building and maintaining strong relationships with clients. You will adopt a friendly approach, actively listen to their needs, and provide personalized banking solutions.Key ResponsibilitiesGreet clients and respond to their inquiries.Help clients navigate...

Job Title: Sales Representative - Customer Relationship SpecialistJob Summary:We are seeking a highly motivated Sales Representative - Customer Relationship Specialist to join our team at Guillevin International. As a key member of our sales team, you will be responsible for managing and prioritizing customer requests, responding to customer needs, and...

About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at Héroux-Devtek. In this role, you will be responsible for ensuring that all aspects of financial controls, transactions, and accounting practices are reflected in our new Enterprise Resource Planning (ERP) software implementation.Main ResponsibilitiesOwn the...

Job Title: Vice President, FP&AAt mdf commerce, Inc., we are seeking a highly skilled Vice President, FP&A to join our team of approximately 650 experts. Our company develops a broad set of SaaS solutions to optimize and accelerate commercial interactions of our B2B and B2G customers.About the RoleWe are looking for a strategic leader to oversee our...

Job Title: Mortgage SpecialistWe are seeking a Mortgage Specialist to join our team at Scotiabank. As a Mortgage Specialist, you will be responsible for building lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.Key Responsibilities:Build trust by delivering transparent and...

Company OverviewScotiabank is a leading financial institution dedicated to providing innovative solutions and exceptional customer experiences.We are seeking a skilled Mortgage Specialist to join our team, who will be responsible for building lasting relationships with clients, referral partners, and community stakeholders.Salary: $60,000 - $80,000 per year,...

Job OpportunityAs 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 services.Your...

Company OverviewRoyal Bank of Canada is a leader in financial services, dedicated to helping individuals and businesses achieve their goals.

Job Opportunity:We are seeking a highly motivated and customer-focused individual to join our team as a Client Advisor. As an RBC Ambassador, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Proactively engage with clients to understand their needs and provide tailored...

About the RoleWe are seeking a highly skilled Vice President, Financial Planning and Analysis (FP&A) to join our finance team at mdf commerce. As a key member of the Executive Committee, you will be responsible for leading strategic initiatives, driving change, and overseeing financial performance.Key ResponsibilitiesManage the annual budget process in...

Job Purpose:We are seeking a results-driven Mortgage Specialist to leverage their expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales.Key Responsibilities:Build lasting relationships with clients, referral partners, and community stakeholders to...

We are seeking a detail-oriented Accounting Specialist to join our finance team at beBee Professionals in Longueuil. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...

At Fed Finance, we specialize in recruitment for accounting and finance professionals. Our consultants are experts in their field and speak your language. We are committed to supporting you throughout your job search and at every stage of your career.We are seeking a Financial Administrator and Tax Specialist for our client, an accounting firm located on...

**Company Overview**We are a leading financial institution committed to providing exceptional service and building long-lasting relationships with our clients. Our purpose-driven team is dedicated to delivering results in an inclusive and high-performing culture.**Estimated Salary**: $60,000 - $80,000 per year**Job Description**As a Senior Mortgage Financing...

Job SummaryWe are seeking a highly motivated and customer-focused Client Advisor to join our team at the Royal Bank of Canada. As a Client Advisor, you will be responsible for delivering exceptional client service and building strong relationships with our clients in the South-Shore of Montreal and Montérégie regions.Key ResponsibilitiesProactively engage...

Job DescriptionThis is an exciting opportunity to join the Royal Bank of Canada team as a Client Advisor. As an RBC Ambassador, you will be responsible for delivering exceptional customer service and finding solutions to clients' individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing...

Financial Services Manager Job DescriptionAt Longueuil Kia, we are seeking a highly skilled Financial Services Manager to join our team. As a key member of our sales team, you will be responsible for developing and implementing business strategies to drive sales growth and customer satisfaction.Key Responsibilities:Develop and execute business development...