- You will have direct contact with existing group retirement plan members who are leaving or have left their employer retirement plan
- You will engage in one-on-one conversations over the phone with group retirement plan members
- You will educate members on various investment options
- You will review and provide investment guidance on Group Retirement investments
- You will prepare financial illustrations to help members plan for long term care funding
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Portfolio Manager, Managed Programs
1 month ago
Only for registered members Montreal, Quebec+ Conception, construction et gestion de portefeuilles multi-actifs pour soutenir les conseillers en vente au détail et leurs clients à l'échelle nationale. · + Design, build and manage multi-asset portfolios that support retail advisors and their clients nationwide. ...
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Financial Planning Associate
1 month ago
Only for registered members Montreal, QuebecWe're building a relationship-oriented bank for the modern world. · ...
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Business Development Manager
1 month ago
Only for registered members Montreal, QuebecReporting to the Director you'll be the go-to expert for building strong relationships driving Manulifes investment strategies across your territory. · ...
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Portfolio Manager, Managed Programs
1 month ago
Only for registered members MontrealNous recherchons un gestionnaire · de portefeuille enregistré · Construire et gérer des solutions · de portefeuille multi-actifs pour le courtier · et les partenaires corporatifs affiliés; · ...
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Business Development Manager
1 week ago
Only for registered members Montreal, QuebecReporting to the Director, Eastern Canada, Advisor Distribution you will be building strong relationships and driving Manulife s investment strategies across your territory. · ...
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Business Development Manager
1 month ago
Only for registered members Montréal, QCYou'll be the go-to expert for building strong relationships and driving Manulife's investment strategies across your territory. · Partner Up: Work hand-in-hand with the Regional VP to co-manage a dynamic territory of portfolio managers and investment advisors. · Be the MVP: Beco ...
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AVP, Workforce Evolution
2 weeks ago
Only for registered members Montreal, QuebecYou are as unique as your background experience and point of view. Here you'll be encouraged empowered and challenged to be your best self. · We welcome applications from qualified individuals from all backgrounds.Catch and lead the initiatives that fall between established depar ...
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Financial Planning Associate
1 month ago
Only for registered members MontrealWe're building a relationship-oriented bank for the modern world. · At CIBC, we embrace your strengths and your ambitions, · so you are empowered at work.Our team members have what they need to make · a meaningful impact and are truly valued for who they are · and what they contr ...
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Financial Planning Associate
1 month ago
Only for registered members Montreal Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · We embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need ...
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Business Development Manager
4 weeks ago
Only for registered members Montreal Full time+Job summary · Reporting to the Director, Eastern Canada, Advisor Distribution, you'll be the go-to expert for building strong relationships and driving Manulife's investment strategies across your territory. · +Partner Up: Work hand-in-hand with the Regional VP to co-manage a dy ...
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Business Development Manager
1 month ago
Only for registered members MontrealYou'll be the go-to expert for building strong relationships and driving Manulife's investment strategies across your territory. · Work hand-in-hand with the Regional VP to co-manage a dynamic territory of portfolio managers and investment advisors. · Become an indispensable part ...
- Only for registered members Montreal Full time $96,900 - $136,800 (CAD)
We are currently looking for a Vice President of ETF Distribution for Eastern Canada. · Develop and execute TD's ETF business strategy · Drive all ETF sales activities in Eastern Canada · ...
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Business Development Manager
1 month ago
Only for registered members MontrealBusiness development manager role involves building strong relationships and driving investment strategies across the territory. · ...
- Only for registered members Montréal-Ouest $96,900 - $136,800 (CAD)
TD Asset Management (TDAM), membre du groupe financier TD Bank, est un gestionnaire d'investissements nord-américain en pointe qui offre des solutions d'investissement progressistes aux investisseurs institutionnels et individuels. · Pour plus de trois décennies, l'organisation ...
- Only for registered members Montréal-Ouest, Quebec
Nous recherchons un Vice Président pour la distribution d'ETF pour l'Est du Canada. · ...
- Only for registered members Montréal-Ouest, Quebec
We are currently looking for a Vice President of ETF Distribution for Eastern Canada. · Develop and execute TD's ETF business strategy · Drive all ETF sales activities in Eastern Canada · ...
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Talent Acquisition and Social Media Specialist
1 month ago
Only for registered members Laval, QuebecWe are looking for a passionate new talent to join our teams in building the future of wealth management. · The Technology and Social Media Talent Acquisition Specialist designs innovative attraction strategies to anticipate talent shortages... ...
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IT recruiter
1 week ago
Only for registered members LavalWe are looking for a Technology Talent Acquisition Specialist to join our teams. · The recruiter designs, implements, and optimizes bold and scalable talent acquisition strategies that anticipate talent needs and ensure a competitive advantage. · Design innovative attraction stra ...
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Talent Acquisition and Social Media Specialist
1 month ago
Only for registered members LavalWe are looking for a talented professional motivated by innovation to join our teams as a Technology and Social Media Talent Acquisition Specialist. · ...
long-term wealth strategist - Montréal, QC - beBeeInvestmentAdvisor
Job title: Financial Consultant
Description
Financial Consultant Opportunity
We are seeking a highly skilled and ambitious individual to join our team as a Financial Consultant. This role provides an excellent opportunity for professional growth and development, with the potential to make a real impact in the lives of our clients.
As a Financial Consultant, you will be responsible for providing expert advice and guidance to individuals on their financial planning needs. You will work closely with clients to understand their goals and objectives, and develop tailored solutions that meet their specific requirements.
About the Role:
Description of Responsibilities:
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Portfolio Manager, Managed Programs
Only for registered members Montreal, Quebec
-
Financial Planning Associate
Only for registered members Montreal, Quebec
-
Business Development Manager
Only for registered members Montreal, Quebec
-
Portfolio Manager, Managed Programs
Only for registered members Montreal
-
Business Development Manager
Only for registered members Montreal, Quebec
-
Business Development Manager
Only for registered members Montréal, QC
-
AVP, Workforce Evolution
Only for registered members Montreal, Quebec
-
Financial Planning Associate
Only for registered members Montreal
-
Financial Planning Associate
Full time Only for registered members Montreal
-
Business Development Manager
Full time Only for registered members Montreal
-
Business Development Manager
Only for registered members Montreal
-
Vice President, ETF Distribution, Eastern Canada
Full time Only for registered members Montreal
-
Business Development Manager
Only for registered members Montreal
-
Vice President, ETF Distribution, Eastern Canada
Only for registered members Montréal-Ouest
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Vice President, ETF Distribution, Eastern Canada
Only for registered members Montréal-Ouest, Quebec
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Vice President, ETF Distribution, Eastern Canada
Only for registered members Montréal-Ouest, Quebec
-
Talent Acquisition and Social Media Specialist
Only for registered members Laval, Quebec
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IT recruiter
Only for registered members Laval
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Talent Acquisition and Social Media Specialist
Only for registered members Laval