Financial Services Consultant with Portfolio Management Expertise

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...

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...

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,...

US Financial Consulting ExpertRichter Consulting, Inc., a member of the Richter Group, offers financial advisory services to US-based lenders and private equity firms. As a Strategic Portfolio Manager, you will work with clients' portfolio companies, providing expertise in business assessment, cash flow forecasting, and financial reorganization.We are...

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...

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...

We are seeking a skilled Associate Portfolio Manager to play the key client relationship management role for our most affluent clients.The ideal candidate will have a minimum of 8 years relevant experience in the financial services industry, a university degree in business, commerce, or financial planning, and a Chartered Investment Manager (CIM) designation...

A career as a Senior Portfolio Strategist at Banque Nationale du Canada means acting as a portfolio management specialist in the wealth management team. It is through your skills in managing client accounts, experience, and knowledge of portfolio management best practices that you will positively impact portfolio performance and the client experience.You...

About the RoleWe 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 ResponsibilitiesIDentify client investment and financing needs to draft tailored financial...

About Centurion Asset ManagementCenturion Asset Management is a recognized leader in the investment and real estate management industry.We offer a competitive salary and benefits package, as well as opportunities for professional growth and advancement within our organization.Job ResponsibilitiesAs a Strategic Portfolio Manager, you will assist in managing a...

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...

About UsTata Consultancy Services (TCS) is a leader in the IT services, consulting, and business solutions space. Our unique Location Independent Agile delivery model enables us to deliver cognitive-powered business, technology, and engineering services and solutions.Estimated Salary: $120,000 - $180,000 per yearJob DescriptionWe are seeking an experienced...

Job OverviewMnp Llp is seeking a highly skilled Senior Financial Services Manager to join its Assurance & Accounting team. As a trusted advisor, you will provide comprehensive financial information to clients, enabling them to make informed decisions with confidence.About the RoleThe successful candidate will lead client-facing engagement teams to complete...

Role OverviewWe're seeking a skilled Technical Expertise Specialist to join our HRdirect team. In this role, you'll be responsible for maintaining and updating our Workday Knowledge base and Help Articles related to HRdirect processes, procedures, and policies.Key ResponsibilitiesCollaborate with the HRdirect Senior Consultant to ensure accurate and...

Cosmeticphysicianpartners is a leading provider of medical aesthetics services, with a strong presence across multiple medspas under the CPP umbrella. As a trusted advisor to our senior leadership team, you will play a pivotal role in driving the strategic growth and continuous improvement of 5-10+ CPP clinics under your purview.This position comes with a...

Role OverviewWe are seeking a seasoned Audit Assurance and Financial Expertise Senior Manager to join our dynamic team at Mnp LLP. As a trusted advisor, you will provide comprehensive financial information that enables clients to make informed decisions with confidence.About the RoleLead client-facing engagement teams to complete complex audit, review and...

Job SummaryWe are seeking a highly skilled Financial Manager to join our team at Thomson Tremblay inc. The ideal candidate will have a strong background in accounting and be able to provide strategic financial guidance to the company.About the RoleThis is a senior-level position that requires a high level of expertise in financial analysis, budgeting, and...

About the RoleWe are seeking a highly skilled Strategic Portfolio Management Specialist to join our team at National Bank. As a key member of our organization, you will be responsible for establishing and maintaining effective portfolio management governance within the sector.This is a permanent full-time position with an estimated annual salary of...

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,...

Adoc Talent Management is seeking a Digital Aviation Solutions Consultant for its client, a growing company whose mission is to help the aviation industry become more sustainable through digital technology. Estimated salary: $120,000 - $180,000 per year.About Our ClientOur client has been developing an eco-flight solution (SaaS) designed to optimize fuel...