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Keywords: Financial Planning Consultant, Location: Montreal, QC

Page: 1

Financial Planning Consultant

Planning Consultant group is a team of professional financial planners responsible for coaching and direct support to RBC... and advisor teams deliver integrated wealth management expertise and planning to clients and their families. The Financial...

Location: Montreal, QC
Posted Date: 08 Jan 2025

Wealth Planning Consultant - Private Wealth

Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth... experience, from discovery to financial planning analysis, development of high value financial plans and recommendations...

Location: Montreal, QC
Posted Date: 18 Jan 2025
Salary: $68000 - 126000 per year

Financial Support Consultant

. Job Description: Reporting to the Manager, Financial Planning Tools and Training, this role provides business technical support in the... focus of the incumbent in this role will be to work closely with Estate & Financial Planning Services (EFPS) and Financial...

Posted Date: 29 Jan 2025
Salary: $56000 - 93000 per year

Financial Support Consultant

. Job Description: Reporting to the Manager, Financial Planning Tools and Training, this role provides business technical support in the... focus of the incumbent in this role will be to work closely with Estate & Financial Planning Services (EFPS) and Financial...

Posted Date: 29 Jan 2025
Salary: $56000 - 93000 per year

Financial Advisory Consultant

and advisor teams deliver integrated wealth management expertise and planning to clients and their families. Financial Advisory... professionals responsible for providing specific tax, estate and financial planning information to advisors and clients within RBC...

Location: Montreal, QC
Posted Date: 08 Jan 2025

Senior Financial Advisor - Outremont

interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking... - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790). Values matter to you. You bring...

Company: CIBC
Location: Outremont, QC
Posted Date: 27 Jan 2025

Financial Specialist - Accounting

close; Monitor and report revenue variances based on established thresholds to the financial planning and analysis (FP&A) team... and clients succeed. What the day will look like The Financial Specialist - Accounting supports our Finance Administration...

Company: Aon
Location: Montreal, QC
Posted Date: 10 Jan 2025

Financial Specialist - Accounting

close; Monitor and report revenue variances based on established thresholds to the financial planning and analysis (FP&A) team... and clients succeed. What the day will look like The Financial Specialist - Accounting supports our Finance Administration...

Company: Aon
Location: Montreal, QC
Posted Date: 09 Jan 2025

Financial Advisor - Décarie-Ferrier

. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending... Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support...

Company: CIBC
Location: Montreal, QC
Posted Date: 20 Dec 2024

Senior Human Resources Consultant

support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team... and grow with us. About the role We are looking for a Senior Human Resource Consultant to support our Corporate Commercial...

Company: Intact Financial
Location: Montreal, QC
Posted Date: 25 Jan 2025

Consultant, Actuarial

support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team... our story! Our growing team is looking for a Consultant, Actuarial! What you'll do here: Actively participate in the...

Company: Intact Financial
Location: Montreal, QC
Posted Date: 01 Dec 2024

Consultant, HR Systems & Analytics

support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team... skills. Organizational skills (planning, document management, follow-ups). High adaptability. Bilingualism...

Company: Intact Financial
Location: Montreal, QC
Posted Date: 05 Dec 2024

SAP FSCM/COPA Consultant

(focus on collections, disputes, and credit management) or COPA (financial consolidation, planning, and performance...Our Montreal based client is seeking an experienced Bi-Lingual SAP FSCM/COPA Consultant contractor...

Location: Montreal, QC
Posted Date: 30 Jan 2025

SAP FSCM/COPA Consultant

(focus on collections, disputes, and credit management) or COPA (financial consolidation, planning, and performance...Our Montreal based client is seeking an experienced Bi-Lingual SAP FSCM/COPA Consultant contractor...

Location: Montreal, QC
Posted Date: 29 Jan 2025

Inside Sales Consultant

financial planning and insurance, to clients across the wealth spectrum. The Inside Sales Consultant, being a Transition...Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including...

Company: Manulife
Location: Montreal, QC
Posted Date: 26 Jan 2025

Senior Consultant - Accounting Reporting Advisory

votre candidature au poste ci-dessous! What will your typical day look like? As a Senior Consultant/Assistant Manager in the... Assurance group, you will: Contribute to the planning and execution of projects Work directly with clients on complex...

Company: Deloitte
Location: Montreal, QC
Posted Date: 24 Jan 2025
Salary: $62000 - 106000 per year

Senior Consultant - Accounting Reporting Advisory

votre candidature au poste ci-dessous! What will your typical day look like? As a Senior Consultant/Assistant Manager in the... Assurance group, you will: Contribute to the planning and execution of projects Work directly with clients on complex...

Company: Deloitte
Location: Montreal, QC
Posted Date: 23 Jan 2025
Salary: $62000 - 106000 per year

Bilingual Advisor Payroll Associate, Consultant Services

provides a broad range of financial planning and investment management services to help more than two million Canadians meet... to ensure appropriate action is taken on Consultant inquiries QUALIFICATIONS: Minimum 2 years experience in a financial...

Posted Date: 19 Jan 2025

Practice Management Consultant - Eastern Canada

Scotia Financial Planning Team's product strategy supporting a territory of Financial Planners. Be results-driven by taking... in the distribution of long-term investment solutions A minimum of three years' experience in financial planning, investment...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 18 Jan 2025

Practice Management Consultant - Eastern Canada

Scotia Financial Planning Team’s product strategy supporting a territory of Financial Planners. Be results-driven by taking... in the distribution of long-term investment solutions A minimum of three years’ experience in financial planning, investment...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 17 Jan 2025