strategic business planner - Quebec - beBeeAdaptability

Build the future with us Are you driven by the desire to deliver high‑level financial strategies and eager to contribute to the mission of a company that strives to ensure its clients feel confident and secure about their future As a Financial Planner you will play a key role in ...

As a Financial Planner you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. · ...

Join a purpose driven winning team committed to results in an inclusive high-performing culture. · Driving investment sales and new client acquisition while adhering to Global Sales Principles compliance and regulatory requirements. · Establish business development opportunities ...

+ Develop and deepen mass affluent client relationships through high-quality advice and service. · + Engage in proactive client outreach to individuals outside the Scotiabank network. · + Identify opportunities to deliver community information sessions and financial seminars. · J ...

We are seeking a Financial Planner to support advisors and implement advanced financial strategies for high-net-worth clients. · Develop new financial and tax planning tools and calculators used by the team and advisors. · ...

A career as a National Bank Financial Planner in Training means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. · ...

A career as a National Bank Financial Planner in Training means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. · ...

Job summary · We are seeking a detail-oriented and proactive Production Planner to join our EPC Division.This role is critical in coordinating and maintaining project production schedules, ensuring alignment with customer timelines, and supporting site operations through data-dri ...

Join a purpose driven winning team in an inclusive and high-performing culture. · The Senior Total Wealth Planner is responsible for providing comprehensive financial planning advice to high net worth clients. · ...

The Senior Financial Planner provides customized financial planning to our MDS clients with investable household assets of $3,000,000 or more. · ...

We are seeking a detail-oriented and proactive Production Planner to join our EPC Division. · Develop and maintain resourced project production schedules using Primavera P6. · Collaborate closely with Site Teams, Engineering, and Procurement to align production activities. · ...

The Senior Financial Planner will provide customized financial planning services to high-net-worth clients with investable assets of $3,000,000 or more. · Expert Level Client Discovery · Customized goals-based financial planning · ...

This position involves providing clients with holistic financial plans considering their short-term goals tax retirement risk management estate planning. · Advisors in the Corporate Channel provide proactive outstanding planning advice to clients leading with the IG Living Plan. ...

This position requires the successful candidate to be Mutual fund licensed. Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. · ...

Requisitos: Diplôme universitaire avec un minimum de 2 ans d expériences pertinentes ou 5+ années d expériences professionnelles pertinentes · ...

This position requires the successful candidate to be Mutual fund licensed. Join our team to engage in continuous learning and skill development in a supportive environment. · Experience the best of both worlds with our hybrid work environment where you spend three days a week in ...

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual funds licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now. · Advisors in the Corporate Ch ...

Le Gestionnaire de comptes est un stratégiste axé sur les résultats capable de développer son territoire par un processus structuré avec un sens aigu. · ...

Le/La Gestionnaire de comptes · est un stratégiste axé sur les résultats, · capable de développer son territoire en appliquant un processus · de vente structuré avec un sens aigu · de l'urgence. · ...

Nous recherchons un(e) Business Manager pour contribuer activement à notre développement et accompagner nos consultants sur le terrain. · ...

The Director is responsible for providing advanced taxation and estate planning advice to IG Wealth Management Consultants. · Support IG Wealth Management Consultants by responding by telephone (Teams) and by email to their questions related to taxation, estate planning, and othe ...