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Keywords: Wealth and Retirement Advisor, Location: Montreal, QC

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Associate Wealth & Retirement Advisor

across the wealth spectrum. The Associate Wealth & Retirement Advisor is member of a team of wealth advisors delivering wealth... Retirement, Group Benefits, Insurance, Bank and other channels. As an Associate Wealth & Retirement Advisor, you will service...

Company: Manulife
Location: Montreal, QC
Posted Date: 10 Aug 2024

Wealth and Retirement Advisor

and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The... and other channels. As a Wealth and Retirement Advisor, you will lead relationship management and financial planning for your clients...

Company: Manulife
Location: Montreal, QC
Posted Date: 04 Aug 2024

Wealth Management Advisor

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business... income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses...

Company: Desjardins
Location: Montreal, QC
Posted Date: 18 Sep 2024

Wealth Management Advisor

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business... income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses...

Company: Desjardins
Location: Montreal, QC
Posted Date: 16 Sep 2024

Wealth Management Assistant

Temporary position for 6 months. As a wealth management assistant, you will play a key support role for the advisor... that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health...

Company: Desjardins
Location: Montreal, QC
Posted Date: 20 Sep 2024

Advisor, Prospr by Sun Life

Advisor your work will directly contribute to our mission of helping clients achieve lifetime financial security and live... healthier lives. As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new...

Location: Montreal, QC
Posted Date: 28 Aug 2024
Salary: $54300 - 88300 per year

Advisor, Prospr by Sun Life

Advisor your work will directly contribute to our mission of helping clients achieve lifetime financial security and live... healthier lives. As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new...

Location: Montreal, QC
Posted Date: 28 Aug 2024
Salary: $54300 - 88300 per year

Internal auditor

and Wealth Management Monitoring Administrative Department is responsible for carrying out strategic and operational internal... audit mandates across Canada in life and health insurance, property and casualty insurance and wealth management. The person...

Company: Desjardins
Location: Montreal, QC
Posted Date: 14 Sep 2024

Senior Financial Planner Centralized Planning Group - MD Financial Management

use of financial planning software. The SFP will share the financial planning process duties with the regional advisor, where the... primary focus for the SFP is on the analysis and recommendation aspects of planning. The regional advisor will primarily focus...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 13 Sep 2024

Senior Financial Planner Centralized Planning Group - MD Financial Management

use of financial planning software. The SFP will share the financial planning process duties with the regional advisor, where the... primary focus for the SFP is on the analysis and recommendation aspects of planning. The regional advisor will primarily focus...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 12 Sep 2024

Quality Control Analyst

held by all roles within Wealth & Retirement and their expiration, control checks around accuracy of sales transactions... of a broader Wealth & Retirement team who works closely with key partners across multiple business units, including the leadership...

Company: Manulife
Location: Montreal, QC
Posted Date: 06 Sep 2024

ScotiaMcLeod Senior Financial Planning Associate, Montreal

Senior Financial Planning Associate is to provide financial planning support to a dedicated Wealth Advisor team in preparing... Associates to ensure a consistent product and process is delivered to clients; Provides general support to Wealth Advisor...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 05 Sep 2024

ScotiaMcLeod Senior Financial Planning Associate, Montreal

Senior Financial Planning Associate is to provide financial planning support to a dedicated Wealth Advisor team in preparing... Associates to ensure a consistent product and process is delivered to clients; Provides general support to Wealth Advisor...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 04 Sep 2024

Principal, Consulting, Pension Risk Transfer

analysis, our team excels in assessing and quantifying risks in the retirement landscape. Our Consulting Services team brings... a wealth of knowledge and expertise to every engagement. Here’s the impact you’ll make and what we’ll accomplish together...

Company: LifeWorks
Location: Montreal, QC
Posted Date: 28 Jun 2024

Directeur, Assurance

services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services... and building strong advisor relationships. Acting as the first point of contact for pre-sales inquiries and a second opinion...

Location: Montreal, QC
Posted Date: 21 Aug 2024