Senior Financial Services Consultant
4 weeks ago
We are seeking a skilled and experienced Financial Planner to join our team at NBC. In this role, you will be responsible for providing expert financial planning advice to clients and creating personalized financial plans to meet their goals.
Key Responsibilities- IDentify client investment and financing needs to draft tailored financial plans
- Advise clients on market trends and offer customized solutions
- Foster business development opportunities to expand client base and portfolio volume
- Maintain service and operational quality standards while ensuring compliance and risk management
- Bachelor's degree or equivalent recognized by the IQPF
- Diploma from the Institut Québécois de Planification Financière (IQPF) or completion within 12 months
- Mutual fund representative (MFR) licence
- Experience in portfolio management with business development objectives
- Business development experience in the financial advisory services field
- Competitive salary: $80,000 - $120,000 per year
- Health and wellness program
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
We prioritize inclusivity and have a barrier-free workplace that is accessible to all employees. If you require accommodation, please let us know during your initial conversations with us.
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Top Financial Services Consultant Role
3 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAt 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...
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Senior Financial Services Consultant
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Senior Financial Services Consultant
2 weeks ago
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Financial Consultant
3 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeJob 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...
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Senior Tax Consultant
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Financial Services Consultant
6 days ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob 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...
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Senior Financial Consultant
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeWe offer a competitive salary range of $80,000 - $120,000 per year, depending on experience and qualifications.About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on various financial products and...
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Consultant financier senior
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Financial Consultant
6 days ago
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Strategic Financial Services Consultant
2 weeks ago
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Senior Financial Strategist
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeAbout the OpportunityWe are seeking a Senior Financial Strategist to join our team at National Bank. This is an exciting opportunity for a seasoned professional to leverage their expertise in financial structuring and execution.Job DescriptionAs a Senior Financial Strategist, you will play a key role in supporting clients across Canada. Your primary...
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Financial Services Consultant
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeAbout 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...
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Senior Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout the RoleAt Sun Life Financial, we are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our Client Relationship Team. This is a unique opportunity to build relationships with clients of our personal Group Choices plan and provide comprehensive portfolio reviews, retirement planning discussions, and financial advice to...
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Senior Investment Solutions Consultant
6 days ago
Montreal, Quebec, Canada Aon Hewitt Full timeUnlock Your Potential as a Senior Investment Solutions ConsultantWe are seeking an experienced and skilled Senior Investment Solutions Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting practice, you will be responsible for delivering investment consulting material and advice to institutional clients.Key...
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Senior Financial Analyst
6 days ago
Montreal, Quebec, Canada CAE Inc Full timeAt CAE Inc, we are seeking a highly skilled Senior Financial Analyst to join our Flight Services Division. This is an exciting opportunity for a detail-oriented and analytical individual to play a key role in shaping the financial future of our organization.About the RoleWe are looking for a talented Senior Financial Analyst who will be responsible for...
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Montreal, Quebec, Canada AGA Financial Group inc. Full timeAGA Financial Group inc. is seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team.Job SummaryThe ideal candidate will possess strong analytical skills, excellent communication abilities, and the ability to work effectively in a fast-paced environment. As a key member of our financial planning and analysis team, you will...
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Financial Services Consultant
3 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob 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...
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Financial Services Consultant
3 weeks ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout 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.
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Senior Financial Services Specialist
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Services Specialist at Scotiabank, you will play a key role in helping our customers achieve their financial goals. With a strong focus on client satisfaction and revenue growth, this position is ideal for individuals who are passionate about delivering exceptional customer experiences and driving business results.
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Senior Financial Auditor Position
3 weeks ago
Montreal, Quebec, Canada Fed Finance Full timeCompany OverviewFed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are experts who speak your language.We commit to supporting you throughout your job search and at every stage of your career.Salary Range$90,000 - $120,000 per annum based on experience.Job DescriptionAs a Senior...