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Downtown Jobs in Montreal qc
Financial Planner, Downtown Montreal
ScotiabankMontreal, QC, CAServiceNow Developper / Administrator - hybrid, downtown Montreal
Groupe IT LinkMontreal, en- Promoted
CPA Accountant
Fed Finance CanadaMontréal, Quebec, CanadaProperty Accountant - Downtown- Hybrid- excellent benefits- 85K-95K
Services de Gestion Quantum LtéeMontréal, Quebec, CanadaMath / Science Tutor
Prep Academy TutorsMontreal, Quebec, Canada- Promoted
Intermediate UAT Coordinator
IT UNLOCK CONSULTING INC.Montreal, Quebec, CanadaPrep-cook
Bedard RessourcesMontréal, Quebec, Montreal- Promoted
Building Manager in Downtown Montreal
Cogir ImmobilierMontréalBudget Analyst – Downtown Montreal – Hybrid – $100K to $130K
Quantum Management ServicesDowntown MontrealHygiéniste à la Clinique Downtown Montreal Dentistery, 2-3 jours
Placement ProdentQuébec, MontréalPayroll Administrator
OPP TalentMontreal, Quebec, CanadaSales Executive (Downtown)
Sekure MerchantsMontreal, QC H3B2E3, CAN- Promoted
Accounting Technician, Downtown Montreal
Groupe MontpetitMontréal, Quebec, Canada- Promoted
Mail clerk
Randstad CanadaMontreal, Quebec, CA- Promoted
Babysitter Needed for 2 Children in Montreal H2L
Care.comMontreal, QuebecAccount Executive (Downtown Office) / Chargé de compte (Bureau du centre-ville)
Sekure Merchant SolutionsMontrealOffice Manager # 4691
Travel Industry PersonnelMontreal, QCFinancial Planner - Downtown Montreal
The Toronto-Dominion Bank (Canada)Montréal, Québec- Promoted
Paul looking for a babysitter or nanny - babysitting job in Montreal
SitlyMontreal, CAFinancial Planner, Downtown Montreal
ScotiabankMontreal, QC, CARequisition ID : 201233
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by :
- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
- Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
- Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
- Exercising a collaborative approach when dealing with peers, clients, and partners.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have :
What’s in it for you?