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Financial Advisor in Montreal
Sunriseatwolfchase
Prospr Advisor
Client relationship managementInsurance and investment productsCommunication skills$58,000 - $93,000 py
You will be part of a team that prioritizes client needs and helps them achieve financial security
Montreal, Quebec, CanadaHybridFull time+2y experienceJob Match ScoreCreate Profile
8 days agosunlife.ie
Prospr Advisor
Holistic financial adviceClient relationship managementInsurance and investment solutions$58,000 - $93,000 annually py
sunlife.ie looks for a +2y experience Prospr Advisor
Montreal, Quebec, CanadaHybridFull time+2y experienceJob Match ScoreCreate Profile8 days agoSunlife Com Hk
Prospr Advisor
Client relationship managementInsurance and investment productsStrong communication skills$58,000 - $93,000 annually py
You will be part of a team that helps clients achieve lifetime financial security and live healthier lives
Montreal, Quebec, CanadaHybridFull time+2y experienceJob Match ScoreCreate Profile8 days agoBank of Montreal
Treasury Advisor
Treasury management experiencePayment technologies proficiencyRegulatory compliance knowledge$45,500.00 - $84,500.00 py
The role applies consultative sales practices to generate leads and close sales of treasury management and payment solutions for new and existing clients
Montreal, QC, CanadaFull time+5y experienceJob Match ScoreCreate Profile19 days agoMorgan Stanley
Bilingual Virtual Financial Advisor (hybrid)
Bilingual english french proficiencyCiro registered representative license1-3 years financial advisor experience$80,000 - $95,000 py
The role involves designing comprehensive investment strategies and maintaining regular touchpoints with mass affluent clients to achieve their financial goals
Montreal, Quebec, CanadaHybridFull time+3y experienceJob Match ScoreCreate Profile19 days agoMorgan Stanley
Bilingual Virtual Financial Advisor (hybrid)
Bilingual english french proficiencyRegistered representative (rr) with ciro1-3 years financial advisor experience$80,000 - $95,000 py
The role involves designing comprehensive investment strategies and servicing mass affluent clients through a phone-based model
Montreal, Quebec, CanadaHybridFull time+3y experienceJob Match ScoreCreate Profile20 days agoMorgan Stanley UK
Bilingual Virtual Financial Advisor (hybrid)
Bilingual english and french proficiencyCiro registered representative license1-3 years wealth management experience$80,000 - $95,000 py
The role involves designing comprehensive investment strategies and servicing mass affluent clients through a phone-based virtual model
Montreal, Quebec, CanadaHybridFull time+3y experienceJob Match ScoreCreate Profile21 days agoCIBC Capital Markets
Investment Specialist - Montréal - Bilingual
Current mutual funds license (csc or ific)Fluent in french and englishStrong relationship building skillsCompetitive compensation mentioned
You will join the Investment Specialist team to provide personalized investment planning advice and build lasting connections with existing clients
Montréal, QC, CAHybridFull timeExperience requiredJob Match ScoreCreate Profile23 days agoCIBC
Investment Specialist - Montréal - Bilingual
Current mutual funds licenseFluent in french and englishClient relationship managementCompetitive compensation
The role involves joining CIBC's Investment Specialist team to provide personalized investment planning advice that enables clients' financial success
Montréal, QC, CAHybridFull timeJob Match ScoreCreate Profile25 days agoTD
Manager, Personal Financial Services -- Futures Opportunities -- Montérégie Estrie
Customer financial advice deliveryPortfolio review and recommendationsRisk management and compliance adherence$49,300 - $72,600 cad py
Act as a subject matter expert to provide sound financial advice and improve customer financial confidence through ongoing dialogue
Saint-Hubert, Quebec, CanadaFull time+1y experienceJob Match ScoreCreate Profile28 days agoSun Life
Financial Services Consultant - Client Relationship Team
Valid life insurance license (llqp)Bilingualism in french and english2-3 years financial services experience$58,000 - $93,000 py
This role focuses on supporting and advising existing Sun Life clients without the need for cold calling or new client prospecting
Montreal, Quebec, CanadaHybridFull time+3y experienceJob Match ScoreCreate Profile29 days agoRBC Insurance
Financial Security Advisor, Insurance
Business development and prospecting skills2+ years professional sales experienceExisting network of referralsComprehensive compensation pyckage with incentives...
The role involves providing integrated life insurance planning and advice to existing networks and new client acquisitions
Montréal, CanadaFull time+2y experienceJob Match ScoreCreate Profile29 days agoRBC
Bilingual Home Advisor, Rbc Advice Centre
2-3 years financial services experienceBilingual english and french requiredComplex credit and mortgage knowledgeCompetitive compensation
This role involves nurturing relationships with potential home buyers by providing tailored credit advice and support throughout the entire home buying journey
Montréal, CanadaFully remoteFull time+3y experienceJob Match ScoreCreate Profile29 days agoRBC Insurance
Taxation And Advanced Case Life Insurance Specialist
Provincial life insurance license or cfp certificationBilingualism in english and french requiredStrong knowledge of civil codeCompetitive pyy
The role involves acting as an expert for estate planning and taxation to support the growth of permanent insurance business
Montréal, QC, CanadaFull time+5y experienceJob Match ScoreCreate Profile29 days agoTD Bank
Manager, Personal Financial Services -- Futures Opportunities -- Montérégie Estrie
Customer financial confidence buildingPortfolio review and recommendationsRisk management and compliance adherence$49,300 - $72,600 cad py
Act as a subject matter expert to provide sound advice and improve customer financial confidence through ongoing dialogue
Saint-Hubert, Quebec, CanadaFull time+1y experienceJob Match ScoreCreate Profile29 days agoTD Bank
Manager Personal Financial Services (future Opportunites)- Laval & Ville Saint-laurent
High school diploma or 1 year experienceIfic certification requiredSound knowledge of investing processes$51,400 - $72,600 cad py
The role involves advising customers on high-level financial solutions including investments and credit banking options
Laval, Quebec, CanadaFull time+1y experienceJob Match ScoreCreate Profile29 days agoCIBC
Financial Advisor - Saint-léonard, Qc
Client engagement and relationship buildingTailored financial advice and planningBusiness development and sales executionCompetitive salary
The role involves building a dedicated client portfolio through relationship management and providing exceptional client service
Saint-Léonard, QC, CAFull time+3y experienceJob Match ScoreCreate Profile29 days agoTD Bank Group
Bilingual Contact Center Rep Iv, Life And Health
Bilingual french and english proficiencyAdvanced knowledge of life and health productsCustomer relationship management skills$49,050 - $73,600 cad py
The role requires providing sound advice with every customer interaction to ensure an exceptional customer experience
Laval, Quebec, CanadaFull time+2y experienceJob Match ScoreCreate Profile30 days agoCIBC
Représentant En Services Financiers, Rosemère
Client relationship managementFinancial planning and goal settingCash management and credit knowledgeCompetitive salary
This role involves meeting clients to understand their personal and business priorities while establishing long-term financial plans
Rosemère, QC, CAFull timeExperience requiredJob Match ScoreCreate Profile30 days agoCIBC
Spécialiste En Services Financiers - Boucherville
Client relationship management experienceFinancial planning and investment adviceSales and business development skillsCompetitive salary
The role involves building a client portfolio by providing dedicated relationship management and exceptional financial service
Boucherville, QC, CAFull time+3y experienceJob Match ScoreCreate Profile30 days agoCIBC Capital Markets
Représentant En Services Financiers, Rosemère
Client relationship buildingFinancial planning and goal settingCash management and credit knowledgeCompetitive salary
The role involves meeting clients to understand their personal and business priorities while establishing long-term financial plans
Rosemère, QC, CAFull timeExperience requiredJob Match ScoreCreate Profile30 days agoCIBC Capital Markets
Spécialiste En Services Financiers - Boucherville
1-3 years financial advising experienceAmf license with cr titleCfic or ccvm certificationCompetitive salary
The role involves building and growing a client portfolio by providing dedicated relationship management and exceptional customer service
Boucherville, QC, CAFull time+3y experienceJob Match ScoreCreate Profile30 days agonestogroup
Conseiller(ère) Hypothécaire Senior - Partenariat
Bilingual french and english communicationExperience with financial advisors or wealth managementEntrepreneurial mindset and business development skillsCommission: 100% commission with no cap
Nesto is Canada's leading digital mortgage lending platform offering a transparent and simplified financing experience
Montreal, QC, CanadaOn-siteRésidentiel - residentialExperience requiredJob Match ScoreCreate Profile31 days agoTD Bank
Bilingual Contact Center Rep Iv, Life And Health
Bilingual french and english proficiencyAdvanced financial product knowledgeCustomer relationship management skills$49,050 - $73,600 cad py
The role requires providing sound advice and exceptional customer service to manage inquiries and issues effectively
Laval, Quebec, CanadaFull time+2y experienceJob Match ScoreCreate Profile31 days agoTD Ameritrade
Bilingual Contact Centre Rep Iv - Money-in Services
Bilingual english and french proficiencyIfic or csc regulatory certificationCustomer investment portfolio review$52,700 - $74,400 cad py
This role provides tailored financial guidance to help customers achieve their short to long-term investment objectives
Montréal, Quebec, CanadaOnsiteFull timeJob Match ScoreCreate Profile31 days ago
