Financial advisor jobs in Montreal

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and ...

A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. We're a bank on a human scale that stands out for its courage, entrepreneurial cultur...

Hudson Advisors (hudson-advisors. Position will support the Global Portfolio Services group responsible for the process of collecting asset, investment, and fund data, analyzing results, preparing financial reviews for Senior Management and quarterly investor reports for the Limited Partners of e...

The Senior Advisor – Financial Performance will help lead the preparation of budgets and forecasts, structure and track financial results, ensure the accuracy of financial statements, compliance with regulations, lead the financial audits and provide strategic financial guidance to support busine...

The Senior Advisor – Financial Performance will help lead the preparation of budgets and forecasts, structure and track financial results, ensure the accuracy of financial statements, compliance with regulations, lead the financial audits and provide strategic financial guidance to support busine...

Be passionate about financial sales as well as delivering trusted financial advice to customers. Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources. A license to sell mutual funds and working towards the CIFP Diploma in Financia...

As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Be...

A career as an advisor in the Finance Practical Systems Evolution team at National Bank means interacting with the Bank's various managers and sectors by offering your expertise in complex files, understanding business issues by identifying the needs of stakeholders, and influencing orientations ...

The Senior Advisor – Financial Performance will help lead the preparation of budgets and forecasts, structure and track financial results, ensure the accuracy of financial statements, compliance with regulations, lead the financial audits and provide strategic financial guidance to support busine...

Our Advisors are customer-centric and able to connect with people in a relatable way. ...

A career as an advisor in the Finance Practical Systems Evolution team at National Bank means interacting with the Bank's various managers and sectors by offering your expertise in complex files, understanding business issues by identifying the needs of stakeholders, and influencing orientations ...

The Senior Advisor – Financial Performance will help lead the preparation of budgets and forecasts, structure and track financial results, ensure the accuracy of financial statements, compliance with regulations, lead the financial audits and provide strategic financial guidance to support busine...

As a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Advisory Agent, Member and Clien...

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and ...

Together, with our strong team of Cybersecurity risk advisory and Cybersecurity Supply Chain Risk Management, you will work with state-of-the-art technologies to promote a strong cybersecurity regulatory compliance for Intact Financial Corporation. You will focus on addressing the requirements of...

Client financial services agent Work with personal finance advisors and improve service for members. As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent cu...

Enjoy financial independence and work life balance. As a Sun Life advisor, you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. Deliver personalized, ongoing financial solutions to help clients work t...

More specifically, you will be required to :.Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives.Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives.Identify...

As financial advisors, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, ...

Our Research & Planning Analytics Office is seeking a Senior Advisor, Planning Analytics to provide planning analysis and advice in the development of quantitative methods and strategies related to Metrolinx initiatives and to coordinate and manage projects, research, data, and studies. Guiding a...

Financial Advisor Job Description. Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company b...

Generally speaking, the candidate will be responsible of the accounting and financial management of. Preparation of the quarterly and annual financial statements;. Participation to the financial, tax and estate planning process;. To join a dynamic group fully dedicated to the financial supervisio...

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and ...

Beneva (Conseil Financier Beneva) est présentement à la recherche d’entrepreneurs/intrapreneurs passionnés pour consolider ses plans de croissance dans toutes les régions du Québec!.Votre rôle sera d’accompagner les clients dans la planification de leur sécurité financière.Un environnement dans l...