Financial Services Advisor Jobs in Montreal

Scotiabank - Montreal, QC, Canada

Collaborating with internal colleagues (including taxation, insurance consultants, will and estate planners, philanthropic group) to ensure there is an integrated and organized approach to financial planning...

from: appcast.io (+2 sources) - 2 days ago

National Bank - Montreal, QC, Canada

Actively participate in activities related to the business development of investment advisors by introducing the wealth management service offering to existing clients (insurance, estate, banking, etc...

from: appcast.io (+1 source) - 2 days ago

National Bank - Montreal, Québec (+1 location)

Prerequisites: Completed college and/or university diploma in a related field Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry Completion of the Canadian...

from: jobillico.com - 4 days ago

Aviso - Montreal, Quebec, Canada

Reporting to the Manager, Mutual Funds, the Mutual Funds, Senior Trader is responsible for insuring support and problem resolutions with all activities with Mutual Funds and plays a decisive role in placing...

from: appcast.io (+1 source) - 8 days ago

Axium Infrastructure - Montreal, Quebec, Canada

Soutenir les procédures de diligence raisonnable requises par FATCA et CRS pour les entités au niveau des fonds et la tenue d'une base de données pour les informations et la documentation FATCA et CRS...

from: appcast.io - 20 days ago

Sun Life Financial - Montreal, Québec

Quantity and fixed days per week subject to review.Salary and Bonus: Competitive salary starting at $24 per hour plus an annual performance bonus based on objectives completion.Benefits: Flexible Benefits...

from: jobillico.com - 5 days ago

Compunnel Inc. - Montreal, Quebec, Canada

Work with the field team and finance to analyze and ensure that the financial analysis meets our minimum IRR standards when creating a term sheet to present to potential recruits, as it relates to our...

from: appcast.io - 18 days ago

RPIA - Montreal, Quebec, Canada

Strategic Mindset – An action-oriented self-starter who adopts a strategic mindset, focused on developing a business plan for the assigned territory. Agile approach with a willingness to learn new things...

from: appcast.io - 24 days ago

Sun Life Financial - Montreal, Québec

Seeking to understand specific needs to appropriately set and exceed expectations;Interact with the Advisors/Consultants/Clients and respond to their requests in a timely and efficient manner;Handle all...

from: jobillico.com - 6 days ago

Sun Life Financial - Montreal, Québec

We are looking for YOU to make a difference while using the best technologies and methodologies in the industry.At Sun Life, you’ll get to be part of a supportive culture and community that celebrates...

from: jobillico.com - 20 days ago