Financial Services Professional
3 days ago
We are seeking a highly skilled Financial Services Professional to join our team as a Mid-Affluent Customer Relationship Manager in Montreal, Canada.
Key Responsibilities- Develop and execute strategic plans to grow relationships with mid-affluent customers, leveraging financial planning tools and expert advice.
- Build strong relationships with customers, peers, and partners, demonstrating a collaborative approach and exceptional service skills.
- Maintain a deep understanding of customer needs and preferences, providing tailored solutions to meet their financial goals.
- Educate customers on financial sales and deliver trusted advice, promoting Scotiabank's products and services.
- Sales management experience, with a proven track record of marketing and selling Scotiabank's offerings.
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning or equivalent certification.
- Strong analytical and problem-solving skills, with the ability to build and maintain complex financial plans.
- A competitive compensation package, including a base salary of $60,000 per year, plus performance-based incentives.
- The opportunity to make a lasting impact on customers' lives, driving growth and prosperity through innovative financial solutions.
- An inclusive and dynamic work environment, where employees' contributions are valued and recognized.
- Ongoing training and development opportunities, ensuring you stay at the forefront of industry trends and best practices.
At Scotiabank, we are committed to fostering a culture of diversity, equity, and inclusion. We believe that a diverse and inclusive workplace is essential to achieving business success and creating a better future for our customers, employees, and communities.
-
Financial Services Professional
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob Title: Financial Services ProfessionalWe are seeking a highly skilled and motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional customer service and financial advice to clients, helping them achieve their financial goals.Estimated Salary: $60,000 - $80,000 per year, depending...
-
Financial Services Associate
2 weeks ago
Montreal, Quebec, Canada Fairstone Financial Inc. Full timeAbout Fairstone Financial Inc.Fairstone Financial Inc. is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. Our focus on customer service and community engagement sets us apart from other financial institutions.Salary InformationThe estimated salary for this position is around $35,000 -...
-
Financial Services Professional
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAbout the Role:As a Financial Services Professional at Banque Nationale du Canada, you will be part of our team providing Advisory services and Personal banking solutions to clients in Montreal.About You:You have a strong understanding of financial markets and instruments.You are able to provide exceptional client service and support.You possess excellent...
-
Railway Financial Services Professional
3 days ago
Montreal, Quebec, Canada Disability Solutions Full timeWe are seeking a talented Railway Financial Services Professional to join our team in Montreal. As an intern, you'll play a key role in supporting our accounting team, working on various projects related to financial reporting and analysis.About the JobThis is a fantastic opportunity to gain practical experience in the railway industry, working on real-world...
-
Data Intelligence Analyst for Financial Services
4 weeks ago
Montreal, Quebec, Canada The Maples Group (Financial Services) Full timeJob DescriptionWe are seeking an accomplished Data Intelligence Analyst to join our Business Technology team at The Maples Group, a global leader in financial services. This role is part of our financial services business in Montreal and reports directly to the Business Technology Manager.The successful candidate will support the Business Technology Team by...
-
Chef de Succursale Financier
1 week ago
Montreal, Quebec, Canada Momentum Financial Services Group Full timeNous recherchons un Chef de Succursale Financier motivé pour rejoindre notre équipe à Momentum Financial Services Group. Cette opportunité vous permettra de stimuler la rentabilité de votre succursale en dirigeant et en formant une équipe de représentants des ventes financières.A propos de l'opportunitéVous serez responsable de promouvoir nos...
-
Administrateur financier PME
2 weeks ago
Montreal, Quebec, Canada Professional Staffing Full timeAdministrateur Financier pour une PME en CroissanceRejoignez une équipe motivée au sein de Professional Staffing, un leader dans le recrutement de talents.Salaire Competitif€60 000 par an (environ)Description du PosteNous sommes à la recherche d'un administrateur financier expérimenté pour rejoindre notre client, une entreprise en pleine croissance...
-
Montreal, Quebec, Canada Sun Life Financial Full timeSun Life Financial is a leading provider of life insurance, health insurance, and financial services. With our focus on innovation and customer-centricity, we are seeking an experienced Prospr Advisor to join our dynamic team.The ideal candidate will have a strong background in retail insurance and investment products, with excellent communication and...
-
Gestionnaire financier métier
2 weeks ago
Montreal, Quebec, Canada Professional Staffing Full timeNous sommes à la recherche d'un gestionnaire financier métier pour rejoindre notre équipe de professionnels expérimentés au sein de l'entreprise Professional Staffing.Salaire estimé : 80 000 $ à 110 000 $ par an.Découvrez le rôle et les responsabilitésRôle : En tant que gestionnaire financier métier, vous serez chargé de gérer une...
-
Senior Financial Services Professional
3 days ago
Montreal, Quebec, Canada National Bank of Canada Full timeTake your career to the next level as a Senior Financial Services Professional with National Bank of Canada.About the RoleWe are seeking an experienced and customer-focused individual to join our team as a Banking Advisor. In this role, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and...
-
Financial Services Manager
1 month ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeOverviewWe are seeking a highly skilled Financial Services Manager to join our team in supporting commercial clients. As part of our Business & Private Management 1859 sector, you will be working closely with professionals who share your passion for delivering exceptional financial solutions.About the RoleThe Financial Services Manager role involves playing...
-
Top Financial Services Consultant Role
2 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. We're seeking a skilled Financial Services Consultant to join our team.This role is an excellent opportunity for someone who is passionate about providing exceptional client service and building strong relationships with existing...
-
Financial Services Professional
1 week ago
Montreal, Quebec, Canada Hontoy CPA Inc. Tout compte fait consultants inc. Full timeJob SummaryWe are seeking a highly skilled Financial Services Professional to join our team as a CPA Auditor. The ideal candidate will be responsible for delivering high-quality financial services, including Compilation, Review Engagement, and Audit mandates.
-
Financial Services Professional
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAt Banque Nationale du Canada, we're looking for a dedicated Financial Services Professional to join our team. This is a fantastic opportunity to excel in a dynamic role that combines finance, advisory services, and customer relationships.The estimated annual salary for this position is between $65,000 and $85,000 CAD, depending on experience and...
-
Montreal, Quebec, Canada Royal Bank of Canada Full timeExciting Opportunity for a Senior Commercial Financial Services ProfessionalWe are seeking an experienced and results-driven individual to join our team as a Senior Commercial Financial Services Professional. This role will involve delivering exceptional client service, building strong relationships with commercial clients, and providing tailored financial...
-
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...
-
Montreal, Quebec, Canada Mackenzie Financial Corporation Full timeAbout Mackenzie Financial CorporationMackenzie Financial Corporation is a leading diversified wealth and asset management company in Canada. We offer a range of financial planning and investment management services to help individuals meet their financial goals.Company OverviewWe are a Canadian leader with approximately $271 billion in total assets under...
-
Financial Services Professional
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeRole OverviewAs a Financial Services Professional in the role of Banking Advisor at Banque Nationale du Canada, you will have the opportunity to make a positive impact on your clients and colleagues alike.
-
Financial Services Professional
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob DescriptionAs a Banking Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on your life and the lives of your clients and colleagues.About the RoleProvide personalized advice and solutions for Personal and Small Business clients to meet their financial needs.Support clients through the mortgage...
-
Financial Planning Professional
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas, driven by its purpose to help customers achieve success. As a Financial Planning Professional, you will be an integral part of the ScotiaMcLeod team, contributing to the overall success of the organization.About the RoleThis role offers a unique opportunity to provide financial planning support to a dedicated...