Financial Advisor
4 weeks ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at National Bank. As a Financial Advisor, you will play a key role in providing expert advice and guidance to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Provide expert advice and guidance to clients on financial planning and wealth management strategies
- Conduct thorough financial assessments and develop personalized plans to meet clients' needs
- Build and maintain strong relationships with clients, understanding their financial goals and objectives
- Stay up-to-date with market trends and regulatory changes, ensuring clients are informed and advised accordingly
- Collaborate with internal teams to ensure seamless delivery of financial services
- Bachelor's degree in a related field and 4 years of relevant experience OR master's degree in a related field and 2 years of relevant experience OR university certificate and 6 years of relevant experience
- Experience in implementing and drafting procedures
- Experience in project management
- Knowledge of different types of account and financial products
- Expertise in data management
- Understanding of the following applications: Word, T80, GDI, Croesus, JIRA - Required
- Be able to travel across Canada
- Competitive compensation package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Access to cutting-edge technology and tools
- Comprehensive benefits package, including health and wellness programs
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Financial Services Advisor
4 weeks ago
Montreal, Quebec, Canada IA Financial Group Full timeJob Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...
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Financial Services Advisor
4 weeks ago
Montreal, Quebec, Canada IA Financial Group Full timeJob Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...
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Financial Advisor
3 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAt Sun Life Financial, we're looking for a talented Financial Advisor to join our team in Montreal. As a Prospr Advisor, you'll play a key role in helping clients achieve their financial goals and live healthier lives.Key Responsibilities:Proactively call and take calls from new and existing insurance and investment clients to provide holistic adviceEngage...
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Chief Advisor, Insights, Financial Strategist
4 weeks ago
Montreal, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - Full timeJob Title: Chief Advisor, Insights, FinancialAt Industrial Alliance Insurance and Financial Services Inc., we are seeking a highly skilled and experienced Chief Advisor, Insights, Financial to join our team.Job Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance, iA Wealth is a pivotal role within our organization, tasked with two...
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Financial Advisor
4 weeks ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and maintain lasting relationships with clients, providing them with expert advice and guidance on financial matters.Key Responsibilities:Advise clients...
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Financial Advisor
4 weeks ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and maintain lasting relationships with clients, providing them with expert advice and guidance on financial matters.Key Responsibilities:Advise clients...
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Financial Advisor
1 month ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and maintain lasting relationships with clients, providing them with expert advice and guidance on financial matters.Key Responsibilities:Advise clients...
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Financial Advisor
1 month ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and maintain lasting relationships with clients, providing them with expert advice and guidance on financial matters.Key Responsibilities:Advise clients...
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Financial Advisor
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeAdvisor, Strategy & Investment SolutionsAre you passionate about investments and securities? Do you want to make a meaningful impact in the field of wealth management? We're seeking a talented Advisor, Strategy & Investment Solutions to join our National Bank Financial Wealth Management (NBFWM) team.Your Role:Act as a key point of contact for Wealth...
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Financial Advisor
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeAdvisor, Strategy & Investment SolutionsAre you passionate about investments and securities? Do you want to make a meaningful impact in the field of wealth management? We're seeking a talented Advisor, Strategy & Investment Solutions to join our National Bank Financial Wealth Management (NBFWM) team.Your Role:Act as a key point of contact for Wealth...
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Service Advisor
1 month ago
Montreal, Quebec, Canada Sun Life Financial Full timeJob Title: Service AdvisorAt Sun Life Financial, we're seeking a highly skilled Service Advisor to join our team. As a Service Advisor, you will play a key role in ensuring effective digital imaging, data lifting, and key completion of documents.Key Responsibilities:Scan and index documents correctly and efficientlyRotate between operating a scanner and...
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Service Advisor
1 month ago
Montreal, Quebec, Canada Sun Life Financial Full timeJob Title: Service AdvisorAt Sun Life Financial, we're seeking a highly skilled Service Advisor to join our team. As a Service Advisor, you will play a key role in ensuring effective digital imaging, data lifting, and key completion of documents.Key Responsibilities:Scan and index documents correctly and efficientlyRotate between operating a scanner and...
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Chief Advisor, Financial Insights
1 month ago
Montreal, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - Full timeJob Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance plays a pivotal role within our organization, driving growth by supporting business strategies and bridging the Wealth Sector and Corporate Finance teams.Key Responsibilities:Develop and implement financial strategies to drive business growth and improve performance.Provide...
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Chief Advisor, Financial Insights
1 month ago
Montreal, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - Full timeJob Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance plays a pivotal role within our organization, driving growth by supporting business strategies and bridging the Wealth Sector and Corporate Finance teams.Key Responsibilities:Develop and implement financial strategies to drive business growth and improve performance.Provide...
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RBC Financial Advisor
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients on everyday...
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RBC Financial Advisor
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients on everyday...
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RBC Financial Advisor
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients on everyday...
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RBC Financial Advisor
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients on everyday...
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Cybersecurity Risk Advisor
3 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're committed to helping our customers thrive in a rapidly changing world. As a Cybersecurity Risk Advisor, you'll play a critical role in ensuring the security and integrity of our systems and data.About the RoleAs a Cybersecurity Risk Advisor, you'll be responsible for monitoring and responding to applicable OSFI...
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Financial Disclosure Advisor
1 month ago
Montreal, Quebec, Canada Desjardins Full timeFinancial Disclosure AdvisorDesjardins is seeking a highly skilled Financial Disclosure Advisor to join our team. As a key member of our financial reporting team, you will play a critical role in preparing, analyzing, and disclosing financial statements for our organization.Key Responsibilities:Diagnose issues, challenges, and needs to determine target...