Estate Planning Advisor

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,...

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...

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,...

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 SummaryWe are seeking a highly skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Give advice and offer appropriate solutions for...

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...

At COGIR Immobilier, we are passionate about delivering exceptional real estate services and enhancing our clients' quality of life. With a diverse portfolio of over 420 properties spanning Quebec, Ontario, and the United States, our team is dedicated to providing top-notch service and a better standard of living for our clients.Job OverviewWe are seeking a...

About the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key Responsibilities:Listen to clients' needs and resolve complex situations.Provide advice and offer appropriate solutions for...

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...

Unlock Your Potential as a Sun Life AdvisorTake control of your financial future and build a successful business with Sun Life as your partner. As a Sun Life advisor, you'll enjoy exceptional training, competitive compensation, and ongoing recognition for your achievements.What We Offer:Be your own boss and enjoy financial independenceDedicated leadership...

Key Responsibilities:Support the senior sales advisor in achieving business objectives.Follow up with prospects to ensure timely communication and conversion.Welcome potential clients and provide them with a comprehensive understanding of our services.Explain different packages, their functionalities, and benefits, and help clients choose a package suitable...

Job DescriptionA dynamic opportunity awaits a driven professional to join our team as a Banking Advisor at National Bank. This varied role offers a chance to live your ambitions and have a positive impact on clients' and colleagues' lives.Key ResponsibilitiesClients' NeedsClient-Focused SolutionsMortgage RenewalsClient SatisfactionSpecialist...

Job OverviewWe are seeking a highly skilled Customer Service Associate to join our Wealth Management team at National Bank. In this role, you will be responsible for delivering exceptional customer service and supporting wealth advisors in their business development.About the JobAs a Customer Service Associate, you will be the first point of contact for...

At Fed Finance, we specialize in recruitment for accounting and finance professionals. Our team of experts offers personalized service, ensuring a seamless job search and career development experience.We are seeking a skilled Payroll Coordinator to join our client, a prominent real estate group. This is a permanent full-time position in a hybrid work...

Job Requirements and Responsibilities: We are currently looking for a part-time Recreation Technician to join our team at COGIR Immobilier. The ideal candidate will have experience in managing activities related to older people and hold a degree in recreation or a related field. Flexibility with the work schedule is also a must. Key Responsibilities: ...

Job SummaryWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs are...

Job Title: Property Manager in GatineauCOGIR Immobilier is a leading real estate company with 16,000 employees who are passionate about delivering exceptional service and improving the quality of life for our clients. Our team manages over 420 properties across Quebec, Ontario, and the United States, ranking us 41st among the largest companies in Quebec.Job...

**About Us:**Cogir Immobilier is a leading provider of senior living communities, dedicated to creating a warm and welcoming environment for our residents.**Job Summary:**We are seeking a part-time Recreation Coordinator to join our team at our Brossard location. As a Recreation Coordinator, you will be responsible for planning and implementing activities...

About National BankNational Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, boasting over 1,000 investment advisors who manage the assets of more than 400,000 clients across 100 branches.Job DescriptionAs a Client Service Representative in our Wealth Management team, you will have the opportunity to work in synergy with...

Job Summary:The Wealth Associate role at National Bank Financial – Wealth Management involves providing exceptional customer service and supporting investment advisors in delivering high-quality client experiences. As a key member of our team, you will be responsible for executing routine operations, analyzing client files, and producing portfolio...