- Demonstrate your expertise in uncovering client needs to deliver trusted financial advice regarding investments and retirement planning.
- Show self-motivation to identify client needs craft personalized financial strategies solutions focusing on providing great client experience growing long-standing relationships building strong engagement educating offering insights delivering expert advice leveraging advanced technology tools streamline financial planning processes achieving targets ensure balanced approach satisfy business growth foster productive collaboration mutual respect work-life balance environment benefit relocation competitive incentives designed set up success successful candidate will required serve French English speaking clientele require sufficient knowledge enough communicate collaborate Toronto interact groups individuals constantly interacting people clients who speak locally elsewhere #financialplanner
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As an ETO Planning Transformation Expert, you will play a critical role in enabling tool adoption, process execution, and performance improvement across manufacturing plants within your scope. · This position is designed for a dynamic leader who thrives on collaboration innovatio ...
Brossard1 month ago
- Work in company
Estate Planning Expert - Fully Remote | Upto 120/hr Hourly
Only for registered members
About Mercor: · Mercor connects elite creative and technical talent with leading AI research labs. · Position: · Wealth Transfer Specialist · Type: · Project-based or part-time · Review and annotate AI-generated outputs related to estate · Evaluate model reasoning on trusts, gi ...
Montreal3 weeks ago
- Work in company
Planificateur Construction F/H – Projets multidisciplinaires
Only for registered members
· À propos de IDS RECRUTEMENT INC. · Spécialistes en recrutement, chasseurs de talents engagés, nous sommes experts des secteurs d'activité pour lesquels nous recrutons au Québec et à l'international francophone. · Notre partenaire est une firme historiquement implantée au Québe ...
Montréal, Canada2 weeks ago
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Se busca un Project Planning Manager para acompañar a las Direcciones Generales y Dirección de Proyecto en la implementación de organización y prácticas de planificación para mejorar la performance proyectos. · Diplomado en BAC Ingeniero o equivalente; · Bilingüe (Francés / Inglé ...
Montreal, Quebec1 month ago
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Sports Experts recherche un(e) responsable expérimenté(e) pour piloter les partenariats stratégiques avec de grandes marques de sport et de plein air. · ...
Montreal, Quebec1 month ago
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This role leads the SAP IBP & P2P Center of Excellence within BRP's Information and Technology organization. The team consists of functional and technical experts supporting planning, procurement, operations, and strategy. · Responsibilities · Lead a team of SAP IBP/P2P professio ...
Montreal4 days ago
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Application Deadline: · 04/29/2026Address: · 1250 boul Rene Levesque Ouest · Job Family Group: · Wealth Sales & ServiceUnder the direction of the Vice President & Head of Business Advisory and Succession Planning, the Director, Business Advisory and Succession Planning is part of ...
Montreal Full time6 days ago
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Expert in Industrial Water Treatment Wanted · About GCM Consultants Inc. · We are a people-focused organization where employees make a real impact. Our team is driven by innovative industrial processes, environmental stewardship, and sustainable development. · Benefits of Working ...
Montreal6 days ago
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Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial planning is a cornerstone of the MD Signature Private Wealth Management (MDS) offer. In MDS we work with some of Canada's most successful physicians and their families ...
Montreal, Quebec1 month ago
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· À propos de IDS RECRUTEMENT · Spécialistes en recrutement, chasseurs de talents engagés, nous sommes experts des secteurs d'activité pour lesquels nous recrutons au Québec et à l'international. · Notre partenaire est un acteur reconnu pour son expertise et la qualité de ses ré ...
Montréal, Canada2 days ago
- Work in company
Taxation and Advanced Case Life Insurance Specialist- EN
Only for registered members
We are looking for a tax and estate planning expert to support the RBC Insurance business development team to continue to grow our block of permanent insurance business. · ...
Montreal, Quebec1 month ago
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Application Deadline: · 04/03/2026Address: · 1250 boul Rene Levesque Ouest · Job Family Group: · Wealth Sales & ServiceProvides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of spe ...
Montreal Full time6 days ago
- Work in company Remote job
Remote Disability Financial Consultant 130/hr
Only for registered members
Mercor connects elite creative and technical talent with leading AI research labs. We have an opening for a Special Needs Financial Planning Professional to work on project-based part-time projects. · ...
Greater Montreal Metropolitan Area1 month ago
- Work in company Remote job
Disability Finance Specialist - Remote | Upto 130/hr Hourly
Only for registered members
Mercor connects elite creative and technical talent with leading AI research labs. The Disability Finance Specialist role involves developing expert-level financial planning content for special needs clients. · ...
Greater Montreal Metropolitan Area1 month ago
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· About Dialectica · Dialectica is a leading B2B information services firm that serves the world's top consulting, investment and largest corporate businesses, by enabling them to gather real-time information and insights from industry experts across various markets, industries, ...
Montreal, Quebec, Canada $75,000 - $90,000 (USD) per year1 week ago
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About Dialectica · Dialectica is a leading B2B information services firm that serves the world's top consulting, investment and largest corporate businesses, by enabling them to gather real-time information and insights from industry experts across various markets, industries, an ...
Montreal $65,000 - $130,000 (CAD) per year4 days ago
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Under the direction of the Vice President & Head of Business Advisory and Succession Planning, the Director, Business Advisory and Succession Planning is part of a team of Subject Matter Experts (the "SME Team") within BMO Private Wealth. As a member of the SME Team, you'll join ...
Montreal, Quebec6 days ago
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We are looking for a Strategy Consultant to join our team at Dialectica. As a key member of our organization, you will be responsible for managing and coaching associates in our highly specialized market research methodology and technology workflow. · ...
Montreal, Quebec1 month ago
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Nous amorçons une transformation numérique majeure afin d'accroître l’utilisation de notre ERP (SAP) et de réduire notre dépendance aux outils manuels tels qu’Excel et aux applications développées sur mesure. · ...
Montreal, Quebec1 month ago
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The role of a Senior Media Planner is to manage our media planning product through preparing and presenting media plans, proposals, and analysis. · This role requires you to work as part of an integrated media planning team to ensure the product is grounded in insights and experi ...
Montréal, QC1 month ago
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Assistant controller Introduction · Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search an ...
Montreal $65,000 - $110,000 (CAD) per year1 week ago
Career Opportunity - Financial Planning Expert - Montreal - beBeeFinancialPlanner
Job title: Financial Planner, Branch Network
Description
About the Role
We are seeking an experienced Financial Planner to join our team. As a key member of our organization, you will be responsible for conducting in-depth reviews for clients including retirement planning, wealth accumulation, and estate planning.
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ETO Planning Transformation Expert
Only for registered members Brossard
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Estate Planning Expert - Fully Remote | Upto 120/hr Hourly
Only for registered members Montreal
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Planificateur Construction F/H – Projets multidisciplinaires
Only for registered members Montréal, Canada
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Project Planning Manager
Only for registered members Montreal, Quebec
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Responsable des marques
Only for registered members Montreal, Quebec
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Team Lead, SAP IBP
BRP- Montreal
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Director, Business Advisory
Full time BMO Financial Group- Montreal
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Expert in industrial water treatment
GCM Consultants inc.- Montreal
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Senior Financial Planner, MD Signature
Only for registered members Montreal, Quebec
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Planificateur Projet Majeur H/F
Only for registered members Montréal, Canada
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Taxation and Advanced Case Life Insurance Specialist- EN
Only for registered members Montreal, Quebec
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Director, Ultra-High Net Worth Lending, Private Wealth
Full time BMO Financial Group- Montreal
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Remote Disability Financial Consultant 130/hr
Only for registered members Greater Montreal Metropolitan Area
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Disability Finance Specialist - Remote | Upto 130/hr Hourly
Only for registered members Greater Montreal Metropolitan Area
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Strategy Consultant
Only for registered members Montreal, Quebec, Canada
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Strategy Consultant
Only for registered members Montreal
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Director, Business Advisory
Only for registered members Montreal, Quebec
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Strategy Consultant
Only for registered members Montreal, Quebec
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Planificateur(trice) de la Demande Senior
Only for registered members Montreal, Quebec
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Media Experts
Only for registered members Montréal, QC
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Assistant controller
Fed Finance- Montreal