Financial Consultant
4 days ago
Key Responsibilities
- Support customers and prospective customers on the phone and in person
- Evaluate loan applications and ensure accuracy and timeliness
- Detailed-oriented and able to follow credit policy rules
- Gather loan information and sell our loan and protection products
- Closing loans virtually and in person
- Follow up with past-due customer accounts
- Manage cash controls, including taking payments
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Financial Consultant
5 days ago
Montreal, Quebec, Canada IA Financial Group Full timeDescription Sales, Group Savings and Retirement / / Montréal , Quebec, or Toronto / Hybrid / Permanent role Are you known for your service mentality, human approach, proactivity and ability to build trusting relationships? Do you enjoy teamwork and have good communication and listening skills? As a Financial Consultant you will serve as the...
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Financial Consultant
4 days ago
Montreal, Quebec, Canada iA Financial Group Full time- Job category: Sales and business developmentSales, Group Savings and Retirement / Financial Security Advisor / Montréal , Quebec, or Toronto / Hybrid / Permanent roleAre you known for your service mentality, human approach, proactivity and ability to build trusting relationships? Do you enjoy teamwork and have good communication and listening skills?As a...
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Financial Consultant
4 days ago
Montreal, Quebec, Canada iA Financial Group Full timeJob category: Sales and business developmentSales, Group Savings and Retirement / Financial Security Advisor / Montréal , Quebec, or Toronto / Hybrid / Permanent roleAre you known for your service mentality, human approach, proactivity and ability to build trusting relationships? Do you enjoy teamwork and have good communication and listening skills?As a...
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Consulting Financial Advisor
4 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout Our TeamSun Life Financial is a collaborative and dynamic team of professionals who share a passion for delivering exceptional service and value to our clients. As a Licensed Financial Services Consultant, you will join a high-performing team that is dedicated to achieving outstanding results for our clients.Our team is comprised of experienced sales...
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Financial Service Consultant- Insurance
4 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Group Benefits Consultant
4 days ago
Montreal, Quebec, Canada iA Financial Group Full timeFinancial Consultant Role:The Financial Consultant will play a critical role in fostering early engagement, increasing contributions, and building long-term relationships with members who are starting their financial journey. This role involves working closely with clients to understand their financial needs and provide personalized guidance to help them...
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Financial Solutions Specialist
4 days ago
Montreal, Quebec, Canada iA Financial Group Full timeJob OverviewThe role of a Financial Consultant at iA Financial Group involves serving as the primary point of contact for plan members, providing personalized financial guidance to help them maximize the benefits of their group retirement plan.This position is crucial in fostering early engagement, increasing contributions, and building long-term...
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Financial Services Advisor
4 days ago
Montreal, Quebec, Canada iA Financial Group Full timeJob Description:The primary responsibility of a Financial Consultant at iA Financial Group is to serve as a trusted financial resource for small net worth plan clients, providing personalized guidance to help them maximize the benefits of their group retirement plan.This role involves fostering early engagement, increasing contributions, and building...
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Financial Expert
3 days ago
Montreal, Quebec, Canada iA Financial Group Full timeJob Description:We are seeking a highly skilled Financial Consultant to join our team at iA Financial Group. As a key member of our organization, you will play a vital role in helping plan members make informed decisions about their retirement savings and financial planning.About the Role:This is an excellent opportunity for a motivated and client-focused...
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Financial Wellness Consultant
3 days ago
Montreal, Quebec, Canada LifeWorks Full timeThe RoleWe're seeking a seasoned actuarial professional to join our Consulting practice as a Principal. As a trusted advisor, you'll leverage your broad business and financial acumen to develop long-term strategic plans for our clients' defined benefits pension schemes.You'll work closely with internal and external stakeholders to provide proactive and...
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Financial Services Consultant
4 days ago
Montreal, Quebec, Canada Richter Full timeAs a senior business analyst with Richter Consulting, Inc., you will work on a variety of stimulating engagements in the financial consulting group. Our multidisciplinary teams deliver consulting services involving companies in numerous industries experiencing challenges arising from over-leverage, liquidity problems, under-performance, or other business...
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Loan Solutions Consultant
3 weeks ago
Montreal, Quebec, Canada Fairstone Financial Inc. Full timeLoan Solutions Consultant page is loadedLoan Solutions ConsultantApply locations Montreal, QuebecTime Type: Full timePosted on: Posted 23 Days AgoJob Requisition ID: R22170WHO WE ARE:Fairstone Financial is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing. With a focus on customer service...
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Wealth Management Consultant
4 days ago
Montreal, Quebec, Canada iA Financial Group Full timeKey Responsibilities- Act as a trusted financial resource for small net worth plan clients, helping them understand the benefits of their group plan and fostering long-term relationships.- Proactively engage participants to increase contribution rates, ensuring they take full advantage of employer matching and tax benefits.- Encourage consolidation of...
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Financial Services Professional
4 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout UsSun Life Financial is a global leader in the financial services industry. Our history dates back to 1865, and we have been helping individuals and families plan for their future ever since.Our company is built on a foundation of trust, integrity, and stability. We are proud of our reputation for delivering excellent service and value to our...
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HR Technology Consultant
23 hours ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeFostering Collaboration and Innovation in Human ResourcesJob DescriptionWe are seeking a highly skilled HR System Consultant to join our team. As an integral member of our HR department, you will work closely with stakeholders to develop and implement strategic solutions that drive business results.Your primary responsibilities will include:Establishing...
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Financial Services Consultant
5 days ago
Montreal, Quebec, Canada Richter Full timeRichter Consulting, Inc. is a leading member of the Richter Group, serving clients with a multidisciplinary team of 6 partners and ~25 professionals. We provide expertise in Business Assessment, Cashflow Forecasting, Financial Reorganization/Profitability Improvement, Crisis Management, Transaction Advisory and Asset-Based Lending Diligence, among other...
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Risk Management Consultant
3 days ago
Montreal, Quebec, Canada Mekhael Insurance & Financial Services Full timeRisk Management Consultant:Mekhael Insurance & Financial Services seeks an experienced Risk Management Consultant to join our team. As a key member of our team, you will be responsible for analyzing client operations to determine appropriate P&C coverage, conducting comprehensive risk assessments, and providing expert guidance on all aspects of their P&C...
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Montreal, Quebec, Canada Richter Full timeJob Category: Senior 2Requisition Number: FINAN002209Posted: March 22, 2025Employment Type: Full-TimeLocationsShowing 1 locationChicago, IL200 S Wacker DrChicago, IL 60606, USAFinancial Consulting Group – Based in ChicagoRichter Consulting, Inc. ("RCI") is a member of the Richter Group. RCI serves its clients with a multidisciplinary group of 6 partners...
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2025-03-29 Loan Solutions Consultant
16 hours ago
Montreal, Quebec, Canada Fairstone Financial Inc. Full timeLoan Solutions Consultant page is loadedLoan Solutions ConsultantApply locations St. John's - Torbay, Newfoundland and LabradorTime type: Full timePosted on: Posted 2 Days AgoJob requisition id: R22653WHO WE ARE:Fairstone Financial is a leading Canadian provider of responsible lending solutions, offering personal loans and retail point-of-sale financing....
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Senior Wealth Planning Consultant
4 days ago
Montreal, Quebec, Canada BMO Financial Group Full timeApplication Deadline:04/11/2025Address:1501 McGill College AvenueJob Family Group:Wealth Sales & ServiceAttendance required at the office 3-4 days per week.Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with BMO...