- You will work closely with clients to understand their financial goals and create personalized plans.
- You will research and recommend suitable insurance and investment products to help clients achieve their objectives.
- You will build strong relationships with clients through regular meetings and ongoing communication.
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Company Description · CIBC is committed to helping clients achieve their financial goals by offering innovative and reliable financial products and services. With a focus on convenience, clients can bank how and when they choose, supported by cutting-edge tools and a dedicated te ...
Pointe-Claire $65,000 - $120,000 (CAD) per year6 days ago
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We'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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
Pointe-Claire, Quebec $65,000 - $120,000 (CAD) per year1 week ago
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We'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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
Pointe-Claire $65,000 - $120,000 (CAD) per year1 week ago
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We'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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
Pointe-Claire $65,000 - $120,000 (CAD) per year Full time1 week ago
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We are a high-performing team at the forefront of wealth management serving accomplished individuals families and business owners. Our mission is to deliver trusted guidance across investments retirement and legacy planning. · ...
Dorval, QC1 month ago
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Créer des solutions technologiques de pointe pour relever les défis d'aujourd'hui et anticiper les besoins de demain. · Dans un environnement collaboratif ancré dans nos valeurs fondamentales : respect, bien-être, passion, confiance, intégrité et crativité. · ...
Montreal Full time1 month ago
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About Us · We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and estate planning. · The Opportunity · Are you driven by a ...
Dorval $87,120 (USD) per year1 week ago
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+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.You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. · Your leaders will insp ...
Pointe-Claire3 weeks ago
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We'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. · At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform th ...
Côte-Saint-Luc Full time2 weeks ago
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We are looking for self-motivated individuals to join our Field Sales team at RBC Insurance. · Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs · ...
Pointe-Claire, QC HR J1 month ago
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In this role, you will be working on-site to virtually guide clients through their financial journeys, providing expert advice and creating tailored strategies to help them achieve their financial goals. · ...
(s): Canada : Quebec : Montreal2 weeks ago
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We're building a relationship-oriented bank for the modern world. · At CIBC, we enable the work environment most optimal for you to thrive in your role. · Form deep understanding of personal and small business clients' needs as you recommend simple personalized solutions that wil ...
Lachine Full time1 month ago
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Excellent opportunity to represent Canada's most trusted financial services company. Offer financial services, advice, and products to clients. Exceptional training and coaching. Sun Life Financial advisors offer individual and group health insurance, life insurance, and investme ...
Montreal $65,000 - $120,000 (CAD) per year Full time1 day ago
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As a Sun Life Financial advisor you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. · Let's talk. This could be the start of something great · What's in it for you? Be in charge ...
Montreal $65,000 - $120,000 (CAD) per year Full time5 days ago
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We're currently expanding our team of financial security advisors and have many opportunities available in different regions of Quebec. As a life and health insurance professional, you'll work as part of a team to sell insurance products and services based on the needs of Desjard ...
Montréal-Ouest, Quebec1 month ago
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We'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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
Brossard Full time1 month ago
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We 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 At CIBC we embrace your strengths and your ambitions so you are empowered at work Our team members have what they ne ...
Montreal Full time1 month ago
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We'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.At CIBC, we embrace your strengths and your ambitions, · so you are empowered at work. · ...
Saint-leonard, QC1 month ago
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The top choice for portfolio managers (PMs), serving as a broker for introducing brokers (IBs) seeking administrative brokerage support. · ...
Montreal, Quebec1 month ago
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The Account Manager provides administrative brokerage support to portfolio managers (PMs) and acts as a broker for introducing brokers (IBs).Understand mutual funds operations · Maintain strong client relationships · Provide customer service · ...
Montreal1 month ago
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Temporary position for 10 months · Required · As a senior financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins's financial, statutory, regulatory and strategic reporting. You lead development projects and strategic init ...
Montréal-Ouest2 days ago
sun life financial advisor - Pointe-Claire - Sun Life Financial
Description
Sun Life Financial Advisor
As a financial advisor at Sun Life, you will have unlimited earning potential with compensation tied to your achievements.
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Financial Advisor
Only for registered members Pointe-Claire
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Financial Advisor
Only for registered members Pointe-Claire, Quebec
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Financial Advisor
Only for registered members Pointe-Claire
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Financial Advisor
Full time Only for registered members Pointe-Claire
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Financial Advisor
Only for registered members Dorval, QC
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Strategic Advisor, Financial Services
Full time Only for registered members Montreal
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Junior Financial Advisor
Only for registered members Dorval
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sun life financial advisor
Only for registered members Pointe-Claire
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Financial Advisor
Full time Only for registered members Côte-Saint-Luc
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Financial Security Advisor, Insurance
Only for registered members Pointe-Claire, QC HR J
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Bilingual Virtual Financial Advisor
Only for registered members (s): Canada : Quebec : Montreal
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Associate Financial Advisor
Full time Only for registered members Lachine
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Financial Advisor
Full time Financière Sun Life- Montreal
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Financial Advisor
Full time Financière Sun Life- Montreal
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Financial Security Advisor
Only for registered members Montréal-Ouest, Quebec
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Financial Advisor
Full time Only for registered members Brossard
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Financial Advisor
Full time Only for registered members Montreal
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Financial Advisor
Only for registered members Saint-leonard, QC
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Financial Advisor
Only for registered members Montreal, Quebec
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Financial Advisor
Only for registered members Montreal
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Senior Advisor, Financial disclosure
Only for registered members Montréal-Ouest