Financial Planner Jobs in Laval

Tasks Ensure optimal financial planning and client portfolio management. Participate in the action plan including insurance, mortgages, and investments. Develop financial strategies to meet objectives. Analyze various financial products on the market. Prepare and consolidate client files for the president's use. Meet with suppliers. Carrying out any other tasks related to the position. Advantages...

Job Description What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. 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. Your drive to understand the full-suite of RBC In...

Job SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. 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. Your drive to understand the full-suite...

Are you fueled by challenges? Do you want : Become a successful entrepreneur? To be in business? Play a defining role in people's lives? To be recognized for your consulting service? Go ahead, take charge of your professional future! Becoming a financial security advisor for iA Financial Group means experiencing the benefits of self-employment WITH the support you need to achieve your professiona...

Job Summary Job Description What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. 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. Your drive to understand the full-sui...

Are you fueled by challenges? Do you want : Become a successful entrepreneur? To be in business? Play a defining role in people's lives? To be recognized for your consulting service? Go ahead, take charge of your professional future! Becoming a financial security advisor for iA Financial Group means experiencing the benefits of self-employment WITH the support you need to achieve your professiona...

Position: Director of Finance Location: Laval Salary: $120K to $160K If you are looking for an opportunity to work directly with the executive team of a large reputable company, to be part of their strategies and operations, our current offer may be for you! Located in Laval specialized in transformation, our client is looking to hire a Director of Finance . You will be a proactive individual who...

You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position we're currently hiring for in the Laval region: Wealth Management Advisor.Meet the needs of members b...

You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position we're currently hiring for in the Laval region: Wealth Management Advisor.Meet the needs of members b...

.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: 197212 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior 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 cust...

Requisition ID: 197212 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior 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 cust...

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 customer service and high-quality financial solutions tailored to their needs.Featured position in the caisse network in the Laurentians:Wealth management advisor Help members by developing strategies and ...

Work Term: Permanent Work Language: English or French Hours: 40 hours per week Education: Master's degree Experience: 5 years or more Work setting Finance Budgetary responsibility $8,000,001 Tasks Establish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planning Establish objectives for the organization and formulate or appr...

Job Description :Our client, a successful manufacturing company, is looking for a financial controller with solid expertise in cost pricing and holder of CPA (Chartered Professional Accountant) certification to join its dynamic team. This key position involves overseeing financial activities and managing product costing aspects, while providing in-depth analysis and accurate financial forecasts t...

The Director of Finance oversees the establishment, implementation and monitoring of the action plan relating to financial management and maintenance of cost pricing programs. He/she is also responsible for improvements to financial, accounting, and administrative processes.More specifically, the Director of Finance will be responsible for: Management of the accounting team Responsible for the co...

.Temporary position for 22 months.As a senior financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins s financial, statutory, regulatory and strategic reporting. You lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors. You help develop and recommend strategic directions an...

.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...

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...

Vue d ensembleHowden est une entreprise mondiale d'ingénierie, qui offre à ses clients, des produits industriels qui aident de multiples secteurs à améliorer leurs processus quotidiens. L'objectif principal de Howden est de fournir des solutions de qualité pour le traitement de l'air et des gaz, et nous avons plus d'un siècle d'expérience dans ce domaine.Ventilateurs Howden Covent est actuellemen...

Job Description :Req#JR00034463 FC191 Montreal OuestWhat 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...

Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec.As a life and health insurance professional, you're expected to:Work as a team as you proactively sell insurance products and services, including life, healt...

As a financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings...

Description :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.Vous recherchez :Un environnement dans lequel vous pouvez devenir un entrepreneur à succèsLe contrôle sur votre h...