Financial Planner Jobs in Montreal

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?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger t...

Job Summary Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and ...

Requisition ID: 188458 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about bui...

Requisition ID: 188458Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about buil...

Senior Financial Advisor/ Senior Financial Services Representative- IIROC page is loadedSenior Financial Advisor/ Senior Financial Services Representative- IIROCApplylocationsOttawa, ONtime typeFull timeposted onPosted Yesterdayjob requisition id2408725We re building arelationship-orientedbank for the modern world. We need talented, passionate professionals who are dedicated to doing what s right...

Requisition ID: 189336 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term re...

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...

ORGANIZATION DESCRIPTION An office overseeing the financial affairs of the extended members of the shareholders of a family business, providing book-keeping, accounting, and tax services as well as other areas of financial planning, including investment planning and monitoring, tax planning for individuals, business owners, holding companies, trusts, cash flow management and estate planning/admin...

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...

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...

Application Deadline:05/03/2024Address:2099 boulevard Marcel-LaurinJob Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Prov...

No Relocation Assistance Offered# 158157 - Montreal, Quebec, CanadaHill's Pet Nutrition Canada, a division of Colgate Palmolive, stands as a premier manufacturer of high-quality, science-based pet food. We are actively looking for an OMNI Channel Business Account Manager (BAM) who will be responsible for driving accelerated growth of the Hill s Science Diet brand, focused on growing the Quebec Pe...

Job Description ORGANIZATION DESCRIPTION An office overseeing the financial affairs of the extended members of the shareholders of a family business, providing book-keeping, accounting, and tax services as well as other areas of financial planning, including investment planning and monitoring, tax planning for individuals, business owners, holding companies, trusts, cash flow management and estat...

At CN everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely-helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference. You will be able to thrive in our close...

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...

Seeing beyond numbersTMAt Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by ...

No Relocation Assistance Offered# 158157 - Montreal, Quebec, CanadaWho We AreColgate-Palmolive Company is a caring, innovative growth company that is reimagining a healthier future for all people, their pets and our planet. Focused on Oral Care, Personal Care, Home Care and Pet Nutrition, we sell our products in more than 200 countries and territories under brands such as Colgate, Palmolive, elme...

Role and Responsibilities In this role, the Project Controller will be responsible to: Work with Project Managers, Project Engineers, and other stakeholders to ensure proper progress and financial tracking and reporting of the projects and programs. Prepare project and program reports Manage and maintain project tracking systems, documentation, change requests, and on-line collaboration spaces. P...

Role and ResponsibilitiesThis role s main function is to execute project management tasks to support to the business unit (Defence & Security) on the delivery of post-delivery projects, services, spares and repairs. Execute and leads the business measurements analysis and reporting of the business unit, provides recommendations to stakeholders enabling the team in their decision making.Leads the ...

Seeing beyond numbersTMAt Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by ...

Role and ResponsibilitiesIn this role, the Project Controller will be responsible to:Work with Project Managers, Project Engineers, and other stakeholders to ensure proper progress and financial tracking and reporting of the projects and programs.Prepare project and program reportsManage and maintain project tracking systems, documentation, change requests, and on-line collaboration spaces.Prepar...

Role and ResponsibilitiesIn this role, the Project Controller will be responsible to:Work with Project Managers, Project Engineers, and other stakeholders to ensure proper progress and financial tracking and reporting of the projects and programs.Prepare project and program reportsManage and maintain project tracking systems, documentation, change requests, and on-line collaboration spaces.Prepar...

Job Description The Director of Finance will strategically support the VP of Finance in achieving growth objectives, improving, and implementing financial procedures aimed at enhancing and maintaining the company s financial health. RESPONSIBILITIES Support the VP of Finance in all aspects of financial reporting needs, adhering to accounting rules and practices. In collaboration with the VP of Fi...