Estate Advisor
6 days ago
Job Offer: Estate Advisor Main Responsibilities: Management, execution, and review of death and estate tax returns; Management, execution, and review of personal tax returns; Prepare invoices for clients; Management of the T4 and T5 tax season and review; Management of the T3 trust season and review; Management and review of corporate tax returns and election forms; Collaborate in the quality control of deliverables to be given to clients; Actively collaborate in the development and retention of the customers. Requirements and skills required: E.S.S. in taxation; CPA designation an asset; Minimum of 5 years of relevant experience in a similar role; Excellent mastery and up-to-date knowledge of death and personal taxation; Pleasant, frank, and open-minded personality; Demonstrate great maturity, excellent judgment, strong team spirit, and the ability to integrate easily into a group; Excellent time and priority management skills; Enjoy an excellent reputation and credibility; Excellent mastery of Taxprep and Office Suite software; Knowledge of Caseware, an asset; Bilingualism (French and English, both spoken and written) written). Conditions offered: Flexible work schedule; Reduced summer schedule; Office closed during the holiday season; Floating days, group insurance, and a health and wellness program; Continuing training and payment of professional dues; Referral program; Possibility of teleworking; Newly renovated and well-lit offices; 4 weeks of vacation; Beautiful professional work environment and ideally located near the highways in Laval. Take Please note that only selected candidates will be contacted.
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Advisor, Real Estate
1 week ago
Laval, Canada Desjardins Full timeAs a Real Estate Advisor, you help prospect for, solicit and build lasting business relationships with members and clients. You sell products and services and provide services that meet clients’ needs in accordance with current strategies and practices. This includes services related to the sale, purchase and renovation of residential buildings. You drive...
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Real Estate Advisor — Flexible Vacations
1 week ago
Laval, Canada Desjardins Full timeA financial institution in Canada is seeking a Real Estate Advisor to build lasting business relationships with clients and provide tailored sales solutions. The role demands strong interpersonal skills, a background in sales, and at least two years of relevant experience. Key responsibilities include advising clients on real estate matters, optimizing...
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Advisor, Real Estate
1 week ago
Laval (administrative region), Canada Desjardins Group Full timeAs a Real Estate Advisor, you help prospect for, solicit and build lasting business relationships with members and clients. You help sell products and services and provide services that meet clients’ needs in accordance with current strategies and practices. This includes services related to the sale of residential and commercial buildings. You help build...
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Advisor, Real Estate
1 week ago
Laval (administrative region), Canada Desjardins Full timeJoin to apply for the Advisor, Real Estate role at Desjardins2 days ago Be among the first 25 applicantsResponsibilitiesEstablish an advisory relationship by identifying current and potential needs and supporting client retention.Advise members and clients on their renovation projects and handle requests, select contractors, analyze issues, research...
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Real Estate Advisor: Client Advisory
1 week ago
Laval (administrative region), Canada Desjardins Group Full timeA leading financial services organization in Laval, Quebec, is seeking a Real Estate Advisor. This role involves prospecting and building relationships with clients, advising on property pricing, and ensuring client satisfaction. The ideal candidate will have a college diploma and at least three years of relevant experience, with knowledge of French...
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Quality of Life Advisor
6 days ago
Laval, Canada Cogir Immobilier Full timeLocation Name : Cogir (Laval) Location City : Laval Job Status : Permanent: Full Time Job Schedule : Day time Superior : Directeur(trice) général(e) Hours per week : 32 Purpose of the position Do you want to make a difference in the lives of seniors?One of our residences on the north shore is looking for a quality of life advisor to fill a permanent,...
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Banking Advisor
1 week ago
Laval, Canada National Bank of Canada Full timeYoutube Video A career as a Banking Advisor at National Bank is a 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. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
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Banking Advisor
2 weeks ago
Laval, Canada National Bank of Canada Full timeYoutube Video A career as a Banking Advisor at National Bank is a 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. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
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Mortgage Advisor
1 week ago
Laval, Canada Scotiabank Full timeRequisition ID: 152812 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: As a Mortgage Advisor you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres...
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Quality of Life Advisor
2 days ago
laval, Canada COGIR Immobilier Full timeAre you a good listener, empathetic, and do you enjoy helping others? Are you looking for meaningful work, a proactive approach, and a role in finding solutions? At Cogir, we need people like you! Join our dynamic team and become part of a community where every action matters. Here, you'll have the opportunity to thrive in a stable and rewarding job, making...
