Financial Planning Expert

Job Summary:We are seeking a highly skilled Financial Planning and Investment Advisor to join our team at BMO. As a key member of our virtual financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Provide financial planning and investment advice to clients to deliver...

Become a key member of our Canadian Banking team in Brossard, Quebec.About the OpportunityThis role offers the chance to work with English-speaking clientele and develop strong relationships with customers.Deliver trusted financial advice and provide exceptional service throughout the customer's journey.Educate customers on relevant financial planning tools...

About the RoleWe are seeking a highly skilled 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 advice on estate planning concepts, including...

Job SummaryAs a key member of our team, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your primary responsibility will be to provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

Unleash Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner Relationship Specialist to join our team at Royal Bank of Canada. As a key member of our Personal and Commercial Banking division, you will be responsible for managing and growing a portfolio of mass affluent clients.About the OpportunityThis is a full-time role with...

About the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank. As a Senior Wealth Management Advisor, you will play a key role in supporting our clients and Investment Advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including succession law, trusts,...

Mission At Decathlon, our mission is to move people through the wonders of sport. As a Finance Business Partner, you will play a crucial role in supporting our leaders in creating value and driving strategic decisions. Profile We are looking for a talented individual to join our team as a Finance Business Partner. Your primary responsibility will be to...

About the RoleWe are seeking a highly skilled and experienced Estate Planning Advisor to join our team at National Bank Financial. As a key member of our client advisory team, you will play a critical role in supporting our clients and Investment Advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice and guidance on estate...

Unlock Your Potential as a Business Banking ExpertBMO is committed to empowering individuals to reach their full potential in the business banking sector. As a Business Banking Expert, you will be part of a dynamic team that helps clients navigate complex financial decisions and achieve their goals.We offer a competitive salary range of $37,000 - $68,000 per...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at BMO. This role will involve providing financial guidance and advice to clients, helping them achieve their financial goals.Key ResponsibilitiesConduct client needs assessments to identify opportunities for growth and development.Develop and implement personalized financial...

Job Opportunity:We are seeking a skilled and experienced Financial Advisor to join our team at Royal Bank of Canada. As an RBC Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key Responsibilities:Consistently demonstrate empathy, kindness, and take the...

About the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team as a Senior Banking Consultant. In this role, you will have the opportunity to work with a wide range of clients, providing expert advice and guidance on their financial needs.Job DescriptionAs a Senior Banking Consultant, you will be responsible...

About the RoleWe are seeking a highly skilled Estate Planning Advisor to join our team at National Bank. As a key member of our advisory team, you will play a crucial role in supporting our clients and investment advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including succession law, trusts,...

Opportunité de Carrière ExigenteRejoignez l'équipe de Financière Sun Life et développez votre carrière en tant que conseiller financier/planificateur financier. Vous serez chargé de représenter la compagnie la plus digne de confiance au Canada en offrant des services, des conseils et des produits financiers aux clients.Formation et CoachingNous...

A highly sought-after career as an Estate Planning Specialist at National Bank Financial (NBF) in the Montreal South Shore region involves providing expert advice and guidance to clients and Investment Advisors (IAs) with their estate planning needs.As a key member of the client advisory team, you will have the opportunity to support clients in succession,...

Job Title: Residential Construction Team LeadOverviewWe are seeking a skilled and experienced Residential Construction Team Lead to join our team at Installation Reno Expert Inc.Key ResponsibilitiesLead and manage a team of construction professionals on residential renovation projectsEnsure timely completion of projects within budgetMaintain high-quality...

Découvrez notre opportunité de carrière en tant que stratégiste financier relationnel seniorNous recherchons un professionnel expérimenté pour occuper le poste de stratégiste financier relationnel senior au sein de notre équipe financière. En tant que membre clé de notre équipe, vous serez chargé de développer et de mettre en œuvre des...

Role Overview:The Toronto-Dominion Bank (Canada) is seeking an experienced Commercial Banking Credit Expert to join their team. In this role, you will work closely with a Relationship Manager to manage a portfolio of approximately 60 mid-market accounts with a moderate to high level of complexity.Key Responsibilities:Structuring credits appropriately to meet...

About the RoleThis Senior Financial Credit Specialist position plays a vital role in supporting commercial clients by providing expert credit analysis and guidance. Reporting to the Regional Vice-President, you will be based in one of our offices in Brossard, Saint-Jean-sur-Richelieu, or Saint-Hyacinthe.

Job DescriptionWe are seeking a highly motivated and customer-focused Bilingual Customer Service Representative to join our team at The Toronto-Dominion Bank. As a key member of our Contact Centre, you will play a vital role in delivering exceptional customer experiences through inbound and outbound calls.About the RoleIn this dynamic role, you will be...