- The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- You will be responsible for providing advice and guidance on financial products and services to meet client needs.
- Degree in Business Administration or related field (or equivalent experience)
- Minimum 3 years of experience in a similar role or industry sector (with measurable results)
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Financial Consultant
2 days ago
Only for registered members Montreal Full time+ Job summary: Kickstart Your Career as a Financial Consultant (Wealth & Retirement) · + Position Responsibilities: Proactively call and receive calls from existing group retirement plan members who are leaving or have left their employer retirement plan to discuss their investm ...
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Financial Consultant
2 days ago
Only for registered members MontrealWe are looking for an ambitious individual to join our team as a Financial Consultant in wealth and retirement. As a sales professional in financial advising, you will play a vital role in providing investment solutions and guidance to employees transitioning from their current e ...
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Financial Consultant
2 days ago
Only for registered members Maisonneuve, QCWe are seeking an ambitious individual to start their career as a sales professional in financial advising. · ...
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Financial Consultant
2 days ago
Manulife Financial Corporation Montreal Full timeWe're committed to making every day better for people around the world. If you're an ambitious individual who shares our values and is eager to begin your journey as a sales professional in financial advising, we'd love to hear from you. · Proactively call and receive calls from ...
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Financial Consultant
1 month ago
Only for registered members MontrealMercor connects elite creative and technical talent with leading AI research labs. · Create tasks and deliverables regarding common requests within your professional domain. · Diagnose and solve real issues in the Personal Finance domain to advance AI research. · ...
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Financial Consultant
1 week ago
Only for registered members Montreal+Create tasks and deliverables for common requests within the Personal Financial Advisory domain. · +Create tasks and deliverables for common requests within the Personal Financial Advisory domain. · Diagnose and solve real issues in financial advising to advance AI research. · + ...
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Financial Services Consultant
2 weeks ago
Only for registered members Montreal $58,000 - $93,000 (CAD)+Job summary · You'll be encouraged to be your best self working with dynamic colleagues who are eager to share their knowledge. · +ResponsibilitiesProactively call existing clients to establish relationships. · Consult with clients on investments and protection advice. · ...
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Financial Services Consultant
1 month ago
Only for registered members Montreal $58,000 - $93,000 (CAD)+You will support Sun Life clients with their wealth management needs as a licensed Financial Services Consultant. · +Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS) plan & Group Insurance Benefit (GB) plan · Consult with clients by providing ...
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Financial Planning Consultant
1 week ago
Only for registered members Montreal Full timeRBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists who support Investment Advisors and RBC Canadian Banking. The Financial Planning Consultant group provides direct support to a ...
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Financial Services Consultant
1 month ago
Only for registered members Montreal Full time $58,000 - $93,000 (CAD)You will work with dynamic colleagues who are eager to share their knowledge with you. · ...
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Consultant, Financial Crimes
2 weeks ago
Only for registered members Montreal, QuebecJoin the National Financial Crimes Centre of Excellence (FC COE) and help shape the future of financial crime prevention. · ...
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Financial Services Consultant
6 hours ago
Only for registered members Montreal Full time $58,000 - $93,000 (CAD)You will support Sun Life clients with their wealth management needs by providing comprehensive portfolio reviews and advising on financial decisions to help them achieve their financial goals. · ...
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Financial Services Consultant
1 month ago
Only for registered members Montreal Full time $58,000 - $93,000 (CAD)You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. · Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. ...
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Financial Services Consultant
2 weeks ago
Only for registered members Montreal Full time $58,000 - $93,000 (CAD)You will be encouraged empowered and challenged to be your best self working with dynamic colleagues who are eager to share their knowledge with you. Your leaders will inspire help you reach your potential soar to new heights. · Proactively call existing Sun Life clients that hav ...
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Financial Services Consultant
1 month 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. · A passion for building relationships and creating amazing client experiencesExperience with selling and supporting clients with investment ...
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Financial Services Consultant
2 weeks ago
Only for registered members Montreal, QuebecYou will work with dynamic colleagues who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential. · A passion for building relationships and creating amazing client experiencesExperience with selling and supporting clients with in ...
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Financial Services Consultant
3 days ago
Sun Life Financial Montreal Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged to be your best self. You'll work with colleagues who are eager to share their knowledge with you. · Proactively call existing Sun Life clients that have a Group Retirement Savings (GRS ...
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Senior Consultant, Financial Crimes
1 month ago
Only for registered members MontrealKPMG's National Financial Crimes Centre of Excellence (FC COE) is seeking Senior Consultants to help shape the future of our national service offering and grow our high-performing team. · Collaborate with regulated entities to tackle financial crime issues. · Support Financial Cr ...
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Financial Services Consultant- Wealth
1 week ago
Only for registered members Montreal Full time $58,000 - $93,000 (CAD)You are encouraged to be your best self at Sun Life where you'll work with dynamic colleagues who are eager to share their knowledge with you. · ...
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Financial Services Consultant- Wealth
1 month ago
Only for registered members Montreal Full time $58,000 - $93,000 (CAD)As a Financial Services Consultant, you will support Sun Life clients with their saving needs by speaking with clients over the phone/video and providing recommendations that meet their needs. · ...
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Financial Services Consultant- Wealth
1 week ago
Only for registered members Montreal $58,000 - $93,000 (CAD)You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Every day, you'll have new and exciting opportunities to make life brighter for our Clients. · As a licensed Financial Services Consultant (FSC); Wealth, your work wi ...
Senior Financial Consultant - Saint-Jean-sur-Richelieu - beBeeClientAdvisor
Job title: Client Advisor
Description
Job Opportunity
We are seeking a motivated individual for our Client Advisor role within Personal Banking.
About the Role
Key Requirements
Contact us today if you would like more information about this exciting career opportunity!
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Financial Consultant
Full time Only for registered members Montreal
-
Financial Consultant
Only for registered members Montreal
-
Financial Consultant
Only for registered members Maisonneuve, QC
-
Financial Consultant
Full time Manulife Financial Corporation- Montreal
-
Financial Consultant
Only for registered members Montreal
-
Financial Consultant
Only for registered members Montreal
-
Financial Services Consultant
Only for registered members Montreal
-
Financial Services Consultant
Only for registered members Montreal
-
Financial Planning Consultant
Full time Only for registered members Montreal
-
Financial Services Consultant
Full time Only for registered members Montreal
-
Consultant, Financial Crimes
Only for registered members Montreal, Quebec
-
Financial Services Consultant
Full time Only for registered members Montreal
-
Financial Services Consultant
Full time Only for registered members Montreal
-
Financial Services Consultant
Full time Only for registered members Montreal
-
Financial Services Consultant
Only for registered members Montreal, Quebec
-
Financial Services Consultant
Only for registered members Montreal, Quebec
-
Financial Services Consultant
Full time Sun Life Financial- Montreal
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Senior Consultant, Financial Crimes
Only for registered members Montreal
-
Financial Services Consultant- Wealth
Full time Only for registered members Montreal
-
Financial Services Consultant- Wealth
Full time Only for registered members Montreal
-
Financial Services Consultant- Wealth
Only for registered members Montreal