20 Financial Planner Jobs in Montreal
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Portfolio manager / Financial planner Bloomridge - Montreal, Quebec, Canada We are looking for an experienced portfolio manager / relationship manager with an existing portfolio of clients to join our team. We are seeking independent thinkers with an entrepreneurial mindset and... More than 30 days ago
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Financial Planner, Investment Specialist, Montreal Scotiabank - Montreal, QC, CA Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory... 22 days ago
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Financial Planner - Montréal and Québec Area Scotiabank - Montreal, QC, CA Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals... 5 days ago
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Financial Planner Relationship RBC - Pointe-Claire, Québec With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What will you do?Provide tailor-made financial planning advice and... 6 days ago
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Financial Planner Investments and Retirement - Cote De Liesse & Lucerne Banque Scotia - Montréal, Québec Is this role right for you? In this role, you will: Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning... 15 days ago
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Mortgage Advisor - Montreal Centre & East Scotiabank - Montreal, QC, CA You maintain current knowledge of mortgage lending policies and procedures, and understand the real estate market/property values/sales trends/competitor programs to be able to respond appropriately to... More than 30 days ago
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Financial Planner National Bank - Montreal, Québec You can join a Bank where you will be recognized and where you can make a positive impact! You will be working at our Branch on De La Gauchetière Ouest.Your roleRealize personalized financial planning... 25 days ago
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Financial Planning Specialist/Spécialiste en planification financière RBC - Montréal, Québec We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits... 5 days ago
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Financial Planner BMO - St-Bruno-de-Montarville, QC, CA At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together... 11 days ago
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Retirement Consultant Financière Sun Life - Montréal, Québec In addition to working closely with retiring members over the telephone, our Retirement Consultants can expect some travel, where they would conduct in- person client meetings with Retirees at their employer... 5 days ago
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