Expert Financial Services Professional
23 hours ago
At The Canada Life Assurance Company, we are seeking a skilled and dedicated Investment & Retirement Specialist to join our dynamic team. This exciting opportunity will enable you to utilize your expertise in retirement savings and investment products to provide exceptional customer service.
About the RoleThis permanent full-time position is part of our rapidly growing Investment & Retirement Solutions team within the Freedom Experience department. As an Investment & Retirement Specialist, you will play a critical role in managing and nurturing relationships with customers who require assistance with their accounts or are considering withdrawing their assets.
Your primary objective will be to address customer concerns, provide personalized guidance on retirement and investment options, and persuade them to maintain their financial engagement with our organization.
In this fast-paced and dynamic role, you will have the opportunity to develop a deep understanding of client financial goals, risk tolerance, and investment preferences to deliver tailored advice and guidance.
Key Responsibilities-
Financial Accounting Expert
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeWe are seeking a highly skilled Financial Accounting Expert to join our dynamic team at Intact Financial Corporation.This is an exciting opportunity for a motivated individual with expertise in financial analysis and reporting. As a key member of our Distribution Financial Strategies team, you will play a critical role in managing our investment portfolio...
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Strategic Accounting Professional
4 weeks ago
Montreal, Quebec, Canada Staffing In Motion Full timeJob OverviewWe are seeking a highly skilled Strategic Accounting Professional to join our team at Staffing In Motion.The ideal candidate will have a strong background in full-cycle Canadian accounting, with a focus on financial services and taxation. As a Senior Staff Accountant, you will be responsible for providing expert-level support in the preparation...
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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...
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Expert Financial Services Associate
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeOverviewManulife is a leading international financial services group that helps people make their decisions easier and lives better. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.Salary & BenefitsThe annual base salary for this role is $116,530 CAD. Employees also have the...
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Strategic Financial Services Professional
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAt Scotiabank, we're committed to helping our customers achieve their financial goals. We're seeking a highly motivated and customer-centric individual to join our team as a Strategic Financial Services Professional.About the RoleThis is an exciting opportunity for someone who is passionate about delivering exceptional financial services to our customers. As...
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Financial Service Expert
5 days ago
Montreal, Quebec, Canada National Bank Full timeAt National Bank, a career as a Financial Service Expert offers a versatile and diverse role that allows you to live your ambitions and make a positive impact on both your own life and the lives of your clients and colleagues.Your job entails adopting a friendly approach, actively listening, and providing a people-centric experience for branch clients. Your...
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Financial Services Operations Expert
4 weeks ago
Montreal, Quebec, Canada KPMG-Canada Full timeAbout UsKPMG Canada is a leading provider of audit, tax, and advisory services. Our team of experts helps organizations navigate complex business challenges and achieve their goals.Job OverviewWe are seeking a highly skilled Financial Services Operations Expert to join our Montreal office. As a key member of our team, you will use your expertise in banking...
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Expert Financial Counselor
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeWe are seeking a highly motivated and detail-oriented Expert Financial Counselor to join our team at the National Bank. As an Expert Financial Counselor, you will play a vital role in helping clients achieve their financial goals and objectives.Job SummaryThis is a unique opportunity to work with a dynamic team of professionals who share your passion for...
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Financial Services Expert
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAbout This RoleAs a Banking Advisor at Banque Nationale du Canada, you will have the opportunity to work in a dynamic environment where you can make a positive impact on your clients' lives.This role involves providing expert advice and guidance to Personal and Small Business clients to help them meet their financial needs. You will also be responsible for...
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Financial Services Expert
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas, guiding our customers towards success through a broad range of advice, products and services.We are seeking a highly motivated Financial Services Expert to join our team. As a Senior Investment & Personal Banking Specialist, you will be responsible for providing exceptional service throughout the customer's...
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Strategic Financial Planning Expert
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeWe are seeking a highly skilled Strategic Financial Planning Expert to join our Group FP&A team at Intact Financial Corporation.The successful candidate will be responsible for preparing the weekly group forecast, contributing to the annual planning process, and performing ad-hoc analyses to support senior management's decision-making.About the RolePrepare...
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Financial Services Expert
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeOverviewRoyal Bank of Canada is a leading financial institution committed to helping its clients thrive and communities prosper. We are currently seeking an experienced Financial Services Expert to join our team in Montreal.
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Expert Banking Professional
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeWe are seeking a highly skilled Expert Banking Professional to join our team at National Bank. In this role, you will have the opportunity to work with clients and provide them with expert advice on banking solutions.This position offers a competitive salary range of $55,200 - $66,900 per year, making it an excellent career choice for those who want to grow...
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Financial Consolidation Expert
4 weeks ago
Montreal, Quebec, Canada Recrute Action Full timeJob DescriptionWe are seeking a highly skilled Financial Consolidation Expert to join our team in Montreal. This is a 6-month contract position, with the possibility of transitioning to a full-time role based on performance.About the RoleThis is an exciting opportunity to work in a dynamic and professional environment, collaborating with global teams across...
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Financial Restructuring and Turnaround Expert
4 weeks ago
Montreal, Quebec, Canada KPMG-Canada Full timeJob OverviewWe are seeking a highly skilled Financial Restructuring and Turnaround Expert to join our team in Montreal. As a key member of our Deal Advisory group, you will play a critical role in helping companies navigate complex financial challenges.About KPMG CanadaKPMG Canada is a leading professional services firm that helps businesses succeed through...
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Senior Financial Services Professional
23 hours 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...
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Financial Treasury Expert
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeOverviewIntact Financial Corporation is a leading provider of insurance and financial services in North America. We are committed to helping our customers achieve their goals and build a better future.
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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...
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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...
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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...