Strategic Financial Advisor Position

3 weeks ago


SainteThérèsedelaGatineau, Quebec, Canada BMO Financial Full time

About BMO Financial

At BMO, we strive to make a lasting impact in the lives of our customers and communities. Our Purpose, Boldly Grow the Good in business and life, guides us in creating positive change and powering economic growth around the world.

We value our employees and offer a supportive environment where you can grow and make an impact. From in-depth training and coaching to manager support and network-building opportunities, we'll help you gain valuable experience and broaden your skillset.

Role Overview

This Strategic Financial Advisor role is designed for individuals who want to make a difference in the financial well-being of our customers. As a member of our team, you will provide expert financial planning and investment advice, helping our clients achieve their goals and reach their full potential.

Key Responsibilities

  • Provide personalized financial planning and investment advice to meet the unique needs of our clients.
  • Determine client objectives and develop tailored solutions to help them achieve their financial goals.
  • Build strong relationships with clients by providing exceptional service and ongoing support.
  • Stay up-to-date with industry trends and developments to ensure our clients receive the best possible advice.
  • Work collaboratively with internal stakeholders to deliver high-quality results and exceed customer expectations.

Requirements

  • Typically 3-5 years of experience in a related field, such as finance or financial planning.
  • Post-secondary degree in a relevant field, or equivalent combination of education and experience.
  • Licenses and registrations required for the province or territory of employment.
  • Advanced knowledge of financial products and services, including investments and retirement savings plans.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.

Compensation and Benefits

The estimated salary for this role is between $44,500 and $82,500, plus commission potential. Our comprehensive benefits package includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.



  • Sainte-Thérèse-de-la-Gatineau, Quebec, Canada BMO Financial Full time

    Job OverviewBMO Financial is seeking a skilled Financial Planner to join their team. As a key member of our organization, you will be responsible for providing financial and investment planning advice to customers, helping them achieve their goals.Key Responsibilities:Assess customer needs and provide personalized solutions through the sales of managed...


  • Gatineau, Quebec, Canada beBee Professionals Full time $80,000 - $120,000

    We are seeking a strategic leader to fill the position of General Manager in our Gatineau office. In this role, you will be responsible for driving business growth, profitability, and customer satisfaction.Key Responsibilities:Develop and implement business strategies to achieve financial targets.Manage and mentor department heads to ensure effective...


  • Salaberry-de-Valleyfield, Quebec, Canada beBee Professionals Full time $75,000 - $110,000

    We are seeking a Strategic Leadership Position to drive business growth and expansion in Salaberry-de-Valleyfield, Canada. As a key member of our team, you will be responsible for developing and implementing business strategies to drive profitability and customer satisfaction.Key Responsibilities:Develop and execute business plans to achieve financial...


  • La Malbaie, Quebec, Canada National Bank Full time

    Job OverviewAs a Strategic Financial Solutions Specialist at National Bank, you will play a key role in providing expert advice and guidance to clients on various financial products and services. With your strong analytical skills and knowledge of the banking industry, you will be able to help clients achieve their long-term financial goals.About the RoleIn...

  • Senior Accountant

    4 weeks ago


    Gatineau, Quebec, Canada MNP Full time

    MNP, a leading national accounting, tax and business advisory firm in Canada, is seeking a skilled Senior Accountant to join our Assurance & Accounting team. This full-time role offers a competitive salary range of $90,000 - $120,000 per year, commensurate with experience.Job OverviewWe are looking for a seasoned financial professional who can provide...


  • Gatineau, Quebec, Canada BMO Financial Full time

    Transform your career with a role that combines finance and customer service. As a BMO Financial Planner, you'll help individuals achieve their financial goals while enjoying a rewarding and challenging work environment.We're seeking an experienced professional to join our team as a Financial Planner. This role offers a unique blend of finance, sales, and...

  • Financial Director

    4 weeks ago


    Gatineau, Quebec, Canada OrthoCanada Medical Full time

    About the OpportunityOrthoCanada Medical is seeking a highly skilled Financial Director to join our team in Gatineau, QC. As a key member of our leadership team, you will be responsible for leading our accounting and finance functions, driving strategic growth, and ensuring the financial health of our organization.Key Responsibilities:Develop and implement...


  • Gatineau, Quebec, Canada National Bank Full time

    About National BankWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.Job OverviewThis role offers a versatile and varied career as a Banking Advisor at National Bank. You'll adopt a friendly approach, listen actively and offer a...


  • Gatineau, Quebec, Canada Brookfield Renewable Full time

    About Brookfield RenewableWe are a leading global renewable power company with a diverse portfolio of hydropower, wind, and solar assets. Our business is driven by a passion for innovation and a commitment to making a positive impact on the environment.Job DescriptionWe are seeking an experienced Senior Financial Systems Professional to join our team in this...


  • Gatineau, Quebec, Canada OrthoCanada Medical Full time

    OrthoCanada MedicalAbout OrthoCanada MedicalAs a leading Canadian distributor of specialized rehabilitation and health products, OrthoCanada Medical is dedicated to improving the health, wellness, and mobility of Canadians. Founded in 1989 by physiotherapist Judith Stanfield, our company has grown into a respected leader in the industry.We are seeking a...


  • Gatineau, Quebec, Canada Royal Bank of Canada Full time

    At Royal Bank of Canada, we are looking for driven individuals to fill the role of Insurance Financial Planning Specialist.Salary and BenefitsWe offer a comprehensive compensation package with an estimated annual salary of $85,000. The package also includes flexible health benefits, employee savings, profit-sharing, and pension options to help you grow your...


  • Notre-Dame-de-l'Île-Perrot, Quebec, Canada National Bank Full time

    The National Bank is seeking a dynamic Banking Advisor to join their team in Ile-Perrot, Quebec. As a key member of the branch, you will play a vital role in providing exceptional customer service and financial guidance to clients.Key Responsibilities:Listen to clients' needs and provide personalized solutionsOffer advice on personal and small business...


  • Gatineau, Quebec, Canada Banque Nationale du Canada Full time

    About the RoleAre you a seasoned professional looking to take on a leadership role in financial services? We're seeking a Senior Manager to oversee our Business Banking team, providing strategic direction and guidance to drive growth and success.ResponsibilitiesLead a high-performing team of business development professionals to achieve sales targets and...


  • Gatineau, Quebec, Canada Cégep Heritage College Full time

    Role OverviewThe Cégep Heritage College Foundation is seeking an experienced Executive Director to lead its operations. As the only public CÉGEP in Western Quebec offering post-secondary English-language education, our organization serves over 1,500 students and empowers their social, cultural, and economic growth.About the RoleThis part-time contract...


  • Gatineau, Quebec, Canada Blue Shock Executive Search Full time

    OpportunitiesAt Blue Shock Executive Search, we are dedicated to identifying and connecting top talent with leading employers in the restaurant, hospitality, and food service sectors. Our team of results-oriented professionals is passionate about delivering exceptional service and quality to our clients.About the RoleThe Strategic Operations Director plays a...


  • Gatineau, Quebec, Canada Brookfield Renewable Partners L.P. Full time

    We are seeking a seasoned financial professional to join our team as Chief Financial Reporting Officer, overseeing the financial reporting and lender relations for our renewable energy projects in North America.About UsBrookfield Renewable Partners L.P. is one of the world's largest owners, operators, and developers of renewable power, with a portfolio of...


  • Gatineau, Quebec, Canada National Bank Full time

    We are seeking a highly skilled and motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing excellent customer service and building strong relationships with clients.Job DescriptionIn this role, you will be responsible for:Greeting clients and answering their questions in a friendly and...


  • Sainte-Anne-des-Monts, Quebec, Canada National Bank Full time

    We are seeking a skilled Financial Services Representative to join our team at National Bank. As a Banking Advisor, you will play a vital role in providing exceptional customer service and helping clients achieve their financial goals.Key Responsibilities:Greet clients and answer questionsHelp clients use banking applications and ATMsListen to clients' needs...


  • Gatineau, Quebec, Canada ASID Full time

    Join ASID as a Strategic Community Development Specialist and take on the exciting challenge of driving positive change in our communities.We are seeking an experienced professional to fill this role, working closely with community development organizations to promote social growth and well-being.About ASIDASID is a leading organization dedicated to making a...


  • Gatineau, Quebec, Canada National Bank Full time

    At National Bank, we're committed to helping our clients achieve their goals and improve their lives. As a Banking Advisor, you'll play a key role in delivering exceptional client experiences and building lasting relationships with our customers.About the RoleThis part-time opportunity allows you to work 35 hours per week, spread across various shifts to...