Financial Services Consultant

At 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...

Job SummarySun Life Financial is seeking a highly motivated Financial Consultant to join their Client Relationship Team. As a key member of the team, you will be responsible for building strong relationships with clients and providing comprehensive portfolio reviews to help them achieve their financial goals.About the RoleThis is a full-time opportunity that...

Job DescriptionA dynamic role awaits a dedicated individual at Banque Nationale du Canada as a Financial Services Consultant.About the RoleThis is a varied position that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. As a Financial Services Consultant, you will be responsible...

Located in Toronto, our client is a boutique consulting firm with top-notch expertise in Financial Services technology. This winning combination of business and technical knowledge enables clients to receive superior customization.We provide remote or onsite HR and Recruitment solutions like Recruitment Process Outsourcing (RPO), complemented by cutting-edge...

At Scotiabank, we're seeking a highly skilled Strategic Financial Services Consultant to join our team. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to customers and building long-standing relationships with existing clients.About the RoleThis role involves connecting with people in a...

About the RoleWe are seeking an experienced Financial Services Consultant to join our team at National Bank. As a key member of our organization, you will play a crucial role in supporting and guiding clients in developing investment strategies tailored to their needs.Key ResponsibilitiesDraw up retirement plans and personalized strategies for clients.Work...

Job Description:This is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Key Responsibilities:Help clients use our banking applications and ABMs.Give advice and offer transaction solutions for Personal Banking clients.Ensure adherence to...

About Sun Life FinancialSun Life Financial is a global leader in the life and health insurance industry, committed to helping our clients achieve financial security and independence.

We are seeking a seasoned Sr. Finance Consultant to join our 100% remote team. Our partner, a Microsoft Gold Consulting Partner, has had great success in Managed Services with over 30+ clients and growing. They also have project work within Health Care, Insurance, Financial Services, Higher Education, and SaaS companies with revenue ranging from $100K -...

We are seeking a Financial Planning Consultant to join our team at Royal Trust Corporation of Canada. As an integral member of our team, you will work closely with our advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients. Your expertise in tax planning and financial planning will be essential in providing expert knowledge around...

About the RoleWe are seeking an experienced Financial Portfolio Manager to join our Client Service Centre team. This is a unique opportunity to work with clients, build strong relationships and deliver exceptional service.Job DescriptionIn this role, you will be responsible for building relationships with clients of our personal Group Choices plan. Your...

Willis Towers Watson is a leading global advisory, broking and solutions company. We help clients navigate the complexities of benefits planning and consulting.Job SummaryThis role is responsible for providing deep financial and technical expertise to client teams. The ideal candidate will have 7+ years' experience in benefit consulting or brokerage firms,...

About 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 -...

Job 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...

As a Financial Services Consultant at Sun Life, you will play a critical role in helping clients achieve lifetime financial security and live healthier lives.You will support Sun Life clients with their insurance needs by speaking with clients over the phone/video and providing recommendations that meet their needs.This is a sales-focused role that requires...

Nous 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...

We are seeking a highly skilled and experienced Financial Planning Consultant to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in helping clients achieve their financial goals.Job SummaryThe Financial Planning Consultant will be responsible for assessing and identifying clients' financial...

Unlock Your Potential as a Financial Planning ConsultantWe are seeking an experienced and motivated Financial Planning Consultant to join our team. As a key member of our financial planning group, you will be responsible for managing and growing a portfolio of mass affluent clients.About the Role:Provide comprehensive financial planning advice to clients,...

A career as a Financial Services Consultant in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for high net worth clients. This role allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your...

Résumé du posteNous recherchons un consultant expérimenté en financement des médias pour rejoindre notre équipe de BMO Groupe financier. Le candidat idéal possèdera une solide compréhension des processus de financement et des marchés des clients cibles. Description du poste En tant que consultant en financement des médias, vous serez responsable...