Financial Advisor

Emplois semblables

• 24h

  Financial Advisor, Investment & Retirement Planning - Decarie & Ferrier

  Montréal, QC

  

  Scotiabank

  Candidates need financial planning and investment sales experience (preferred), a CFP or CIFP designation or bank-recognized equivalent, and Mutual Funds Representative certification in good standing. They should know competitive offerings, market trends and the regulatory environment.

  Financial planning tools

  19j

  Financial Advisor, Investment & Retirement Planning - Quartier Laval

  Laval, QC

  

  Scotiabank

  Candidates need an IPF (IQPF) designation or bank-recognized equivalent and a Mutual Funds Representative certification in good standing. Experience in financial planning or investment sales is preferred, and candidates must be bilingual in French and English.

  Advanced technology tools for financial planning

• 1j

  Financial Advisor - Saint-Hubert

  Saint-Hubert, QC

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need 1 to 3 years of experience giving financial advice and building client relationships. They must hold CIRO-MFD certification and Quebec AMF licensing (CIFC or CSC, plus RRC), and must be legally eligible to work in Canada.

  6j

  Senior Financial Advisor - Saint-Hubert

  Saint-Hubert, QC

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  2+ ansCandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio, plus CIRO-MFD registration and Quebec AMF licensing. A Registered Retirement Consultant designation is required, and a Personal Financial Planner designation must be obtained within 24 months of hire.

  CIBC advanced financial planning tools

  20j

  Financial Advisor - Côte Saint-Luc

  Côte-Saint-Luc, QC

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  1+ ansCandidates need 1 to 3 years of experience giving financial advice and building client relationships. They must hold CIRO-MFD registration or the Quebec AMF licence with the required investment course, and show a results-driven, client-first approach.

  Client relationship management, Financial planning, Sales, Draw up marketing and sales plan, Relationship building, CIRO

  20j

  Senior Financial Advisor - Boucherville

  Boucherville, QC

  Temps plein

  

  Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…

  2+ ansCandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio, current CIRO-MFD and AMF licensing, and the CSC or CIFC course completed. A Registered Retirement Consultant designation and the Personal Financial Planner designation within 24 months of hire are also required.

  CIBC financial planning tools

• 5j

  Financial Advisor (Heavy-Duty Truck Financing)

  Trois-Rivières, QC +2

  

  Camions Excellence Peterbilt: Excellence Peterbilt est une entreprise familiale créée en 1997.

  Candidates need F&I training, relevant financial sector experience and strong negotiation and business development skills. Fluent French and English, both written and spoken, and proficiency in Microsoft Office are required; heavy-duty truck industry knowledge is an asset.

  Microsoft Office, Excel

• 18j

  Senior Financial Advisor, FP&A Systems & Data (SAP)

  Toronto, ON +2

  

  VIA HFR - VIA TGF Inc

  8+ ansCandidates need a bachelor's degree in a finance, accounting, information systems or analytics field, and at least 8 years of experience in FP&A, finance systems or SAP reporting. Strong skills in SAP financial modules, advanced Excel and Power BI, and data validation and reconciliation are required.

  SAP, Power BI, Excel