Finance Advisor Jobs in Montreal

Requisition ID: 192027 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer s ...

.As a financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins s financial, statutory, regulatory and strategic reporting. You advise and assist clients and partners as part of intervention and development initiatives. You propose solutions to improve or optimize standards, procedures, controls and tools. Your projects and initiatives requi...

Requisition ID: 197239 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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 y...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, cli...

This Volunteer Placement is Located in: Pereira, ColombiaStart Date: July 2024Placement Length: 6 months with the possibility of extensionLanguage Requirements: Spanish Level 4-AdvancedPlease submit a Spanish Resume and Statement of InterestOpen to Canadian Citizens and Permanent Residents of Canada Only The Volunteer s Role The objective of this incredible volunteer opportunity is to contribute ...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, cli...

Requisition ID: 196885 As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you ll be empowered to deliver Enriched Thinking, a uni...

Financial Advisor / Analyst (0-3 YoE) - Full Time 100% In-Office. Ottawa. Grandmaster Financial Planning | Desjardins Financial Security Independent Network Introduction: Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. As a leading independent boutique with over $140M in assets, we re gro...

Requisition ID: 192196 Join the Global Community of Scotiabankers to help customers become better off. Collections Advisor Scotia Dealer Advantage is one of Canada s largest and fastest growing Special Finance companies providing automotive financing programs nationwide. We build partnerships with authorized independent and franchise automobile dealers to help them grow their businesses and serve...

Requisition ID: 192820 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Scotia Dealer Advantage is one of Canada s largest and fastest growing Special Finance companies providing automotive financing programs nationwide. We build partnerships with authorized independent and franchise automobile dealers to help them grow their businesses and se...

Job SummaryJob DescriptionRemote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and delivering a superio...

Area of Interest: Operations A career as a Private Client Compliance Advisor means acting as a key resource for compliance activities associated with our national network to ensure that Private Wealth Advisors and branches respect and comply with internal policies and procedures as well as industry regulatory requirements. Your job: Analyze and authorize documentation, new accounts, and updates t...

Attendance Hybrid Job Number 19124 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 21-Dec-2023 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management A career as an expert in taxation, retirement and estate at National Bank Financial (NBF) primarily involves supp...

At EY, you ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. About the Job Do you thrive on tackling cha...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. About the Job Do you thrive on tackling cha...

Attendance Hybrid Job Number 19985 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-Jan-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management A career with National Bank as a Senior Investment Advisor will enable you to develop your financial planni...

Attendance Hybrid Job Number 20561 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Apr-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Operations A career as a Private Client Compliance Advisor means acting as a key resource for compliance activities associate...

Area of Interest: Wealth management A career with National Bank as a Senior Investment Advisor will enable you to develop your financial planning skills and advance your career in the investment field. As part of the remote advisory team, you'll have the opportunity to work in both mutual funds and securities to broaden the investment offering available to our customers. Your role : Demonstrate t...

Requisition ID: 197239 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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 y...

.Desjardins Global Asset Management (DGAM), a subsidiary of Desjardins Group, is one of Canada's major institutional asset management firms. DGAM has diversified expertise in many asset classes and a wide range of investment vehicles. It manages more than $90 billion in institutional assets for businesses such as insurance companies, pension funds, foundations, cities, non-profit organizations an...

Job Description :Req#JR00034445 FC006MontrealWhat s holding you back from building your own business?Take control of your life and determine your own success. 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.Let s talk. This ...

Position: Advisor in Financial Analysis and Disclosure Category: Permanent Location: Downtown Montreal Hybrid Salary: Competitive Employer details: Our client is a proudly Canadian insurance company that has been able to develop its services internationally in order to increase the quality of its services offered. Respect for people and the financial security of their customers are a priority for...

Application Deadline: 04/25/2024 Address: 105 rue St-Jacques O Business Property Finance team focuses on alternate real estate sectors. Sectors covered include Seniors Housing, Hotels, Student Housing, Storage, Film Studio finance, data centers and parking. The role involves managing a large and complex portfolio of clients with portfolio size >$700 million in loans and over $10 million in revenu...

Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The primary purpose of the Senior Financial Planning Associate is to provide financi...