Financial consultant Jobs in Montreal, QC
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Financial consultant • montreal qc
Last updated: 5 days ago
Financial Service Consultant – Insurance.It is a hybrid position; you must come to the downtown Montreal office once per week.
As a Financial Services Consultant (FSC), you are a self‑starter who en...Show moreLast updated: 14 days ago
At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause : turning insight into opportunity for clients and communities around the world.We help companies gr...Show moreLast updated: 30+ days ago
The Bilingual Financial Planning Software Solutions Consultant will support RBC Financial Planners, Investment Advisors, and more across Canada by providing financial advice and planning solutions ...Show moreLast updated: 30+ days ago
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office role...Show moreLast updated: 30+ days ago
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office role...Show moreLast updated: 30+ days ago
Start date : as soon as possible.Are you looking for a new challenge and have experience as an Financial Analyst? Do you like working in a fast paced environment? Are you ready to join a dynamic tea...Show moreLast updated: 30+ days ago
English : this role is considered a head-office role and will be required to communicate with internal stakeholders across Canada where the primary business language utilized is English.At Wawanesa,...Show moreLast updated: 5 days ago
At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause : turning insight into opportunity for clients and communities around the world.We help companies gr...Show moreLast updated: 19 days ago
We are seeking an experienced Controller to oversee financial operations within the Quebec region.The ideal candidate will have a minimum of 5 years of experience in a similar role preferably withi...Show moreLast updated: 26 days ago
Job Description Join to apply for the.You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with d...Show moreLast updated: 7 days ago
Senior Consultant - Financial Transaction Reporting - Assurance.Join to apply for the Senior Consultant - Financial Transaction Reporting - Assurance role at EY.
At EY, we’re all in to shape your fu...Show moreLast updated: 30+ days ago
English : this role is considered a head‑office role and will be required to communicate with internal stakeholders across Canada where the primary business language utilized is English.At Wawanesa,...Show moreLast updated: 5 days ago
Work must be completed both in person and remotely.Collect financial and investment information about companies, stocks, bonds and other investments.
Examine and analyze financial and investment inf...Show moreLast updated: 26 days ago
Our Non-Financial Risk (NFR) and Controls team provides comprehensive risk services that help Financial Services Organizations enhance their risk management, internal controls and internal audit fu...Show moreLast updated: 19 days ago
PrecisionERP / PrecisionIT provided pay range.This range is provided by PrecisionERP / PrecisionIT.Your actual pay will be based on your skills and experience — talk with your recruiter to learn mo...Show moreLast updated: 26 days ago
Financial Advisory Consultant- EN at RBC.RBC Family Office Services is a team of professionals who support Investment Advisors and RBC Canadian Banking, delivering integrated wealth management and ...Show moreLast updated: 30+ days ago
As demand for AI and high-performance computing (HPC) accelerates, Bitfarms is building the infrastructure to meet the moment.
Bitfarms (NASDAQ / TSX : BITF) is a global energy and compute infrastructu...Show moreLast updated: 30+ days ago
Financial Service Consultant- Insurance page is loaded## Financial Service Consultant- Insurancelocations : Montreal, Quebectime type : Full timeposted on : Posted 2 Days Agojob requisition id : ...Show moreLast updated: 14 days ago
Senior Consultant, Financial Crimes.At KPMG, you’ll join a team of diverse and dedicated problem solvers connected by a common cause of turning insight into opportunity for clients and communities ...Show moreLast updated: 27 days ago
- Promoted
Financial Service Consultant- Insurance
Sun Life QuébecMontreal, Montreal (administrative region), CAFull-time
Consultant / Senior Consultant, Financial Modelling & Value Creation
KPMGMontreal, Quebec, CanadaFull-time
Bilingual Financial Planning Software Solutions Consultant
Royal Bank of CanadaMONTRÉAL, Quebec, CanadaFull-time
Financial Advisory Consultant
0000050599 RBC Dominion Securities Inc.MONTRÉAL, Quebec, CanadaFull-time
Financial Advisory Consultant
Royal Bank of Canada>MONTRÉAL, CanadaFull-time
Financial Analyst
Randstad CanadaLaSalle, Quebec, CAPermanent
Quick Apply
- Promoted
Actuarial Consultant - Financial Planning & Analysis (12-15 months)
WawanesaMontreal, Montreal (administrative region), CAPermanent
- Promoted
Consultant / Senior Consultant, Financial Modelling & Value Creation
KPMG LLP CanadaMontreal, Montreal (administrative region), CAFull-time
Financial Controller
American Iron and MetalMontreal, Quebec, CanadaFull-time
- Promoted
Financial Planning Consultant
Sun LifeAhuntsic North, caFull-time
- Promoted
Senior Consultant - Financial Transaction Reporting - Assurance
EYMontreal, Montreal (administrative region), CAFull-time
- Promoted
Actuarial Consultant - Financial Planning & Analysis (12-15 months)
Wawanesa InsuranceMontreal, Montreal (administrative region), CAPermanent
- Promoted
financial analyst
Government of CanadaMontreal, Montreal (administrative region), CAFull-time
- Promoted
Senior Consultant - Non Financial Risk (Montreal)
Ernst & Young Advisory Services Sdn BhdMontreal, Montreal (administrative region), CAFull-time
- Promoted
SAP Financial Consultant
PrecisionERP / PrecisionITMontreal, Montreal (administrative region), CAFull-time +1
- Promoted
Financial Advisory Consultant- EN
RBCMontreal, Montreal (administrative region), CAFull-time
- Promoted
Senior Financial Analyst - Financial Reporting
BitfarmsMontreal, QC, CanadaFull-time +1
- Promoted
Financial Service Consultant- Insurance
Sun Life FinancialMontreal, Montreal (administrative region), CAFull-time
- Promoted
Senior Consultant, Financial Crimes
KPMG CanadaMontreal, Montreal (administrative region), CAFull-time
- Windsor, ON (from $ 44,588 to $ 375,000 year)
- Richmond Hill, ON (from $ 55,965 to $ 285,526 year)
- Richmond, BC (from $ 55,965 to $ 285,526 year)
- Guelph, ON (from $ 149,680 to $ 276,747 year)
- Niagara Falls, ON (from $ 129,135 to $ 185,174 year)
- Slave Lake, AB (from $ 106,163 to $ 182,888 year)
- Sylvan Lake, AB (from $ 106,163 to $ 182,888 year)
- East York, ON (from $ 97,500 to $ 159,114 year)
- North York, ON (from $ 97,500 to $ 159,114 year)
- Mississauga, ON (from $ 78,000 to $ 155,569 year)
Financial Service Consultant- Insurance
Sun Life QuébecMontreal, Montreal (administrative region), CA14 days ago
Job type
- Full-time
Job descriptionStrong interpersonal, written, and oral communication skills. Bilingualism (French, English, both oral and written) is required for frequent interactions with English- and French-speaking colleagues or internal partners across Canada and worldwide. Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections. Strong work ethic and self‑starter, able to effectively manage multiple priorities and adapt to change within a fast‑paced business environment. Must possess a professional and friendly attitude and be able to quickly develop a rapport with customers over the phone. Must possess and be able to demonstrate strong influencing and closing skills. Ability to learn and navigate new software quickly. Valid and active Life Insurance License (A1). Minimum 2 years of related sales and / or service experience (sales experience preferred). Excellent communication skills. Competitive Base Salary with the potential to earn up to 20% to 30% extra income. Comprehensive benefits package including : Stock purchase plan. 3 week paid vacation. Tuition assistance. Licensing fees covered. Foster environment of continuous education committed to personal growth and development.
Job Description
Financial Service Consultant – Insurance. It is a hybrid position; you must come to the downtown Montreal office once per week. As a Financial Services Consultant (FSC), you are a self‑starter who enjoys building relationships, managing a pipeline of leads, and showcasing the value Sun Life brings. The prospect of engaging members over the phone who are leaving their employer plans energizes you, and the journey of uncovering a member’s needs and recommending insurance solutions to satisfy those needs inspires you.
Responsibilities
- Receive inbound calls and transferred sales leads from Group Benefits members who are leaving their employer, and want to convert their health and dental, life insurance and / or critical illness policies.
- Provide phone consultation to members who have insurance needs by reviewing their options and recommending solutions that are aligned to their needs.
- Build expertise on our range of insurance products.
- Fulfill the requirements of all key strategic priorities i.e., multi‑product selling and partnering with Sun Life’s Career Sales Force.
- Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems.
- Meet Quality Assurance Requirements and other key performance metrics.
- Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets.
Specific knowledge, skills, and abilities
What you bring to the table
Maximize your earning potential
Medical, dental, life, and disability insurance.
Salary Range
58,000 - 93,000
Job Category
Sales - SIP
Posting End Date
05 / 12 / 2025
Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Referrals increase your chances of interviewing at Sun Life Québec by 2x.
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