Financial Services Consultant

BMO Financial Group is a leading banking institution that aims to boldly grow the good in business and life. As an Expert Financial Consultant, you will play a crucial role in helping customers achieve their financial goals.About UsWe are driven by a shared purpose of creating lasting, positive change for our customers, communities, and people. By working...

About the RoleWe are seeking a skilled and dedicated Professional Financial Consultant to join our team at BMO Financial Group. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide expert financial planning and investment advice to our clients, helping them make informed...

About the RoleWe are seeking a highly skilled and bilingual Financial Services Consultant - Insurance Solutions to join our team at People Exchange Inc on behalf of SISIP Financial.Job DescriptionIn this exciting role, you will be responsible for executing an ongoing business/client acquisition strategy and retention activities to ensure consistent growth in...

We are seeking a Strategic Financial Services Consultant to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your primary focus will be on investment sales and new client acquisition, as well...

About the RoleBMO Financial is seeking a skilled Financial Services Professional to join our team. In this role, you will have the opportunity to work with customers to understand their financial goals and develop personalized plans to help them achieve success.Key ResponsibilitiesProvide financial planning and investment advice to customers, identifying...

We are seeking a skilled and client-focused Financial Consultant, Regional Accounts to join our team at Scotiabank.About the RoleThis is a challenging opportunity for a talented professional to reengage clients and promote our financial services. As a Financial Consultant, you will connect with clients virtually, by phone and by email to conduct discovery...

Description du PosteL'entreprise CFMWS, une organisation à but non lucratif, offre des avantages de bien-être et d'avantages financiers uniques aux membres des Forces armées canadiennes et leurs familles. Nous sommes à la recherche d'un consultant financier sécuritaire militaire pour rejoindre notre équipe.ResponsabilitésEn tant que...

As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

Scotiabank is a leading bank in the Americas, guided by its purpose of helping customers achieve success. We are seeking a talented Financial Consultant, Regional Accounts to join our team.The ideal candidate will have a university degree in business or commerce and be IIROC licensed as a Registered Representative (RR). They will also have a working...

RôleVous travaillerez comme consultant en planification financière spécialisé pour aider les clients à atteindre leurs objectifs financiers. Vous serez responsable de fournir des conseils et des services de planification financière et d'investissement pour répondre aux besoins individuels des clients.Compétences et expériences requisesExpérience...

About Desjardins Financial Security Independent NetworkAs a leader in the Canadian financial services industry, Desjardins Financial Security Independent Network is part of Desjardins Financial Security and the Desjardins Group, which boasts assets of over $160 billion, making it the largest cooperative financial group in Canada and the sixth largest...

Job SummaryWe are seeking a Strategic Financial Leader to join our team at Egis Canada Ltd. as a Corporate Data Management Director. In this role, you will be responsible for analyzing financial data, creating financial models, and reporting on financial performance to support strategic initiatives and business growth.About the RoleLead financial planning...

About the Opportunity:We are seeking a highly skilled and experienced Senior Financial Consultant to join our team in Ottawa. This exciting opportunity allows you to leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients.As a Senior Financial Consultant, you will...

Overview\BMO Financial is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We're dedicated to providing exceptional service and creating lasting, positive change in our communities.\Salary\The estimated salary for this role is $55,000 - $82,500 per year, plus commission potential, depending on...

We are seeking a highly skilled Financial Services Professional to join our team at ENGINEERINGUK. In this role, you will play a key part in providing high-quality auditing and accounting services to our clients.Job OverviewThis is an exciting opportunity for a motivated individual to develop their skills and knowledge in financial services. As a Financial...

About Desjardins Financial Security Independent NetworkWe are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners.Our Track RecordWe believe in listening to our associates' needs for providing the products and tools needed to maximize their value...

About ACT ServicesWe are a reputable organization seeking an experienced Financial Accountant to join our team.Job Description:We are looking for a skilled Financial Accountant who will be responsible for maintaining and balancing various financial accounts using manual and computerized bookkeeping systems. The successful candidate will ensure that general...

Description du posteNous sommes à la recherche d'un Conseiller financier senior pour rejoindre notre équipe de BMO Financial Group. Ce poste offre l'occasion d'utiliser vos compétences et votre expérience pour aider nos clients à atteindre leurs objectifs financiers.Compétences et qualifications requisesMinimum cinq années...

About the RoleAs a key member of our branch sales team, you will play a pivotal role in driving business growth by meeting and exceeding deposit and investment sales goals. You will be responsible for managing your assigned portfolio of customers, establishing and deepening relationships to achieve results-driven success.Your Key ResponsibilitiesProvide...

Job OverviewWe are seeking a highly motivated and experienced Senior Financial Planner to join our team at Blue Zones Financial Solutions. As a key member of our wealth management team, you will be responsible for collaborating with our senior advisors to provide comprehensive financial planning and investment management services to our clients.Your primary...