Personal Financial Advisor jobs in longueuil Canada
71 personal financial advisor jobs found in longueuil: showing 1 - 20
Administrative Assistant- Wood Gundy- Bilingual
Company: CIBC |
administrative support to an Investment Advisor in our Wood Gundy brokerage. You’ll work closely on an administrative level with the... Investment Advisor (IA) and their team as they plan and manage client investments. You’ll play a key part in supporting...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 15 Feb 2025
Accounting Technician, Indigenous Services
Company: MNP |
of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and financial reporting landscape.... As a trusted advisor, you’ll use cutting-edge technology to deliver a full suite of services, including accounts payable, accounts...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 15 Feb 2025
Senior Manager - Tax - Global Compliance And Reporting - Montreal
Company: EY |
. You'll get a unique glimpse deep inside a company's business and become a trusted advisor, working collaboratively on a team... year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 14 Feb 2025
Personal Finance Advisor
Company: Desjardins |
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business..., offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals...Location: Longueuil, QC, Canada
| Salary: unspecified | Date posted: 14 Feb 2025
Senior Trade Finance Specialist
Company: Royal Bank of Canada |
experience by offering tailored solutions focused on meeting the client’s business and financial goals to grow relationships... strong client relationships, serving as trusted advisor by providing tailored advice and insights on trade and working capital...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 14 Feb 2025
Business Advisor – Small And Medium Business Solutions – Temporary 18 Months - Greater Montreal Area
Company: Banque de développement du Canada |
also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel... personal days, sick days as necessary, and our offices are closed from December 25 to January 1 A hybrid work model...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 14 Feb 2025
Total Wealth Planner - Montreal, Qc
Company: Scotiabank |
in advising and building/delivering personal financial plans The client profile is a minimum of "high net worth" with investible... transfer process and consults related to Advisor-led Total Wealth Plans Conduct full total wealth planning process...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 14 Feb 2025
Total Wealth Planner - Montreal, Qc
Company: Scotiabank |
in advising and building/delivering personal financial plans The client profile is a minimum of "high net worth" with investible... transfer process and consults related to Advisor-led Total Wealth Plans Conduct full total wealth planning process...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 13 Feb 2025
Manager - Tax - Global Compliance And Reporting - Montreal
Company: EY |
. You'll get a unique glimpse deep inside a company's business and become a trusted advisor, working collaboratively on a team... compliance and provision services in many industries, such as: consumer products; energy; financial services; manufacturing...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 13 Feb 2025
Security Advisor
Company: Desjardins |
Temporary position for 12 months. As a security advisor, you help develop and optimize security measures to align... of our security practices. You're responsible for one or more sub-specialties, such as personal information and data protection...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 12 Feb 2025
Internship, Legal
Company: Desjardins |
following topics: Compliance / Legal and regulatory risk, Protection of personal information, Fight against fraud and financial... as an advisor to team members and internal customers Carry out analyses and research for management priority files Write...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 12 Feb 2025
Senior Customer Success Manager (french Speaking)
Company: MongoDB |
, and infrastructure technology is a plus On a given day in this role you will: Work as a strategic advisor to your customer providing...; this could include anything from navigating a customer outage that has a financial impact on their business, to helping an application...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 09 Feb 2025
Manager, Canadian Tax (planning)
Company: MNP |
customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions... of personal and trust tax compliance seasons Manage a portfolio of clients while understanding their business, key risks and ways...Location: Longueuil, QC, Canada
| Salary: unspecified | Date posted: 09 Feb 2025
Bilingual Customer Processing Representative
Company: Canada Life |
from/to other financial institutions Completion of Cheque review and mailing Preparation of member disclosures and taking appropriate action... work environment, competitive income and benefits and opportunities for professional and personal development and growth...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 09 Feb 2025
Personal Finance Advisor
Company: Desjardins |
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business..., offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 08 Feb 2025
Manager, Estates Settlements
Company: IG Wealth Management |
or financial services courses (IFIC, Canadian Securities) or willingness to acquire within 1 year. Excellent inter-personal...Division: IGM-CSO Location: Montréal IGM Financial Inc. is one of Canada's leading diversified wealth and asset...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 08 Feb 2025
Supervisor I
Company: Tapestry |
with customers - serving as a personal fashion advisor to deliver business results Creates positive impressions with store team...(s) and/or Assistant Store Manager(s) to flex store business strategies and personal selling techniques to contribute to overall store...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 08 Feb 2025
Conseiller(ère) En Gestion De L’invalidité| Advisor, Disability Management
Company: Keurig Dr Pepper |
. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide... Management Advisor 7260 Saint-Urbain, Montreal 3 days on site permanent, full-time  Under the supervision of the Mgr...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 08 Feb 2025
Senior Manager / Manager, Valuations
Company: MNP |
and applies qualitative techniques to accurately measure the value of their operations. As a trusted advisor, you’ll provide... and acquisition execution Accountable for business valuations, intellectual property valuations, fairness opinions, financial...Location: Montreal, QC, Canada
| Salary: unspecified | Date posted: 07 Feb 2025
Mobile Mortgage Advisor- Bilingual
Company: CIBC |
they are and what they contribute. To learn more about CIBC, please visit What you'll be doing As a member of the Personal and Business Banking... Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make...