Managing consultant Jobs in Belleville, ON
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Managing consultant • belleville on
Last updated: 4 hours ago
You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning,...Show moreLast updated: 13 hours ago
Independently review client documentation in preparation and during inspection process (drawings, studies, maintenance logs, etc.
Perform visual inspections of building systems using professional ex...Show moreLast updated: 30+ days ago
We have many opportunities available on our other career site pages.Click to link to our careers page.Peoples Jewellers is a people-first company, and we recognize that our jewellery consultants ar...Show moreLast updated: 30+ days ago
The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals.
The Mortgage Consultant represents the com...Show moreLast updated: 30+ days ago
The role of a Health & Safety Consultant is crucial in ensuring that organizations maintain safe and healthy working environments for their employees.
This is a field-based position, working in Wind...Show moreLast updated: 30+ days ago
We have many opportunities available on our other career site pages.Peoples Jewellers is a people-first company, and we recognize that our jewellery consultants are every bit as dynamic and brillia...Show moreLast updated: 30+ days ago
As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live.
At Staples, we inspire people to work smarter, learn...Show moreLast updated: 30+ days ago
Are you looking to join one ofCanada's Greatest Places to Workand be a part of making it even better?.Better Workdays Start Here is Mister Safety Shoes mission for both its customers and its te...Show moreLast updated: 21 hours ago
Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ...Show moreLast updated: 30+ days ago
Experience & Qualifications : .A minimum of 1 year of verifiable sales experience is required.Please note that general retail roles (e.
Formal training in a recognized sales methodology (e.MEDDICC...Show moreLast updated: 30+ days ago
Enjoy working outdoors in a fast-paced environment during the summer? Looking for a job that compensates more when you do better and work harder? Want to play a key management role and get an insid...Show moreLast updated: 30+ days ago
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 30+ days ago
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department.You enable our culture of work, learn, and grow for customers and associates, and continuous...Show moreLast updated: 9 days ago
We are looking for a Process Improvement professional with a background in Warehousing and Distribution, preferably in Food related industries.
We are looking for a consultant to start within the ne...Show moreLast updated: 30+ days ago
The role of a Health & Safety Consultant is crucial in ensuring that organizations maintain safe and healthy working environments for their employees.
This is a field-based role and a valid G licens...Show moreLast updated: 30+ days ago
Start a New Career No Experience Required.Belleville Chrysler Dodge Jeep Ram is growing and were looking for motivated people-focused individuals to join our Sales Team as.No automotive sales expe...Show moreLast updated: 21 days ago
Premier Equipment is a full-service John Deere dealership specializing in agriculture, lawn and commercial grounds care and compact construction equipment.
With heritage dating back to the 1950's, o...Show moreLast updated: 30+ days ago
Consider joining us as a Mobility and Accessibility Consultant if : .You are looking for a unique sales role where you can apply your relationship building skills.
You have extensive experience in acc...Show moreLast updated: 4 hours ago
Sales Associate / Jewelry Consultant - Peoples Jewellers - Quinte Mall - Belleville, ON page is loaded## Sales Associate / Jewelry Consultant - Peoples Jewellers - Quinte Mall - Belleville, ONlocat...Show moreLast updated: 30+ days ago
- New!
Financial Planning Consultant
CIBCBelleville, ON, CAFull-time
Facilities Assessment Consultant
GordianRemote, Ontario, CanadaRemote
Full-time
Sales Associate / Jewelry Consultant - Peoples Jewellers - Quinte Mall - Belleville, ON
Signet JewelersBelleville, ONFull-time +1
Mortgage Consultant - NC
Capital City Home LoansAny locationFull-time
Health & Safety Consultant
PayrollOntarioPermanent
Sales Associate / Jewelry Consultant - Peoples Jewellers - Quinte Mall - Belleville, ON
SIGNET JEWELERSBelleville, ON, CAFull-time +1
Wireless Sales Consultant
STAPLES CanadaBelleville, ON, CAFull-time
- Promoted
- New!
Retail Sales Consultant (Full Time)
Mister Safety ShoesBelleville, ON, CanadaFull-time +1
Director / Consultant, Regulatory Affairs
CencoraRemote, ONRemote
Full-time
Wireless Business Sales Consultant - Remote - Flexible hours
RogersBelleville, OntarioRemote
Full-time
- Promoted
Operations Manager
DT Home Reno'sBelleville, ON, CanadaFull-time +1
Financial Planning Consultant
Canadian Imperial Bank of CommerceBelleville, Ontario, CanadaFull-time
Wireless Sales Consultant
Launch your career growth with Staples stores.Belleville, ON, CAFull-time
Process Improvement Black Belt
Juventus ConsultingOntarioFull-time
Health & Safety Consultant
Portfolio GroupOntarioPermanent
Sales Consultant
Northern Roads Auto GroupBelleville, Ontario, CanadaFull-time
Parts Consultant
Premier EquipmentBelleville, ON, CAFull-time
- New!
Mobility & Accessibility Consultant
MotionBelleville, ON, CAFull-time
Sales Associate / Jewelry Consultant - Peoples Jewellers - Quinte Mall - Belleville, ON
Signet Jewelers LimitedBelleville, ON, CAFull-time +1
- Toronto, ON (from $ 93,263 to $ 180,493 year)
- Ottawa, ON (from $ 86,000 to $ 175,500 year)
- North York, ON (from $ 84,447 to $ 174,000 year)
- East York, ON (from $ 84,447 to $ 174,000 year)
- Quebec City, QC (from $ 80,000 to $ 171,000 year)
- Lac La Biche, AB (from $ 65,969 to $ 164,987 year)
- Montreal, QC (from $ 70,000 to $ 155,816 year)
- Montreal-Est, QC (from $ 70,000 to $ 155,816 year)
- Montreal-Ouest, QC (from $ 70,000 to $ 155,816 year)
- Old toronto, ON (from $ 89,949 to $ 141,326 year)
Financial Planning Consultant
CIBCBelleville, ON, CA13 hours ago
Job type
- Full-time
Job descriptionYou're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. You are a certified professional. You have completed the Canadian Securities Course (CSC). Conduct and Practices Handbook Course (CPH) is required. Status of Registered Representative (if required) or status of IIROC. Successful designation of CFP (Certified Financial Planner) is required. If in Quebec, the IQPF designation is required. You have knowledge. Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and program terms and conditions CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
What You’ll Be Doing
You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC banking centre based advisors for their clients. The team operates within the Canadian Investment Regulatory Organization (CIRO). Each Financial Planning Consultant will be accredited with their CFP designation with Financial Planning Canada and in Quebec the IQPF designation.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How You’ll Succeed
- Product Knowledge and Support – Provide subject matter expertise of industry, economic and market impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 7 - 10 years of financial advisory / sales experience with high net worth clients. Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.
- Analysis – Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic, identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align. Analyze clients financial situation and investment portfolios and align recommendations to clients goals. Prepare and present holistic financial plans using CIBC financial planning tools that encompass retirement, education, intergenerational estate considerations while incorporating future income requirements and consideration.
- Service Focus – Provide clients insights on the current economic and market environment and the effect on their investment portfolios. Educate Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant utilizing strong interactive and presentation skills to convey both factual and conceptual information.
- Partnership – Share results of client discussions and coordinate the delivery of products / services sold with the relationship manager. Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manager.
- Collaboration – Work as a team with relationship managers within the banking centre network in order to identify current and potential High Value Clients with investment, business transition and estate planning needs and obtain referrals. Conduct regular information sessions / seminars for relationship managers.
Who You Are
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
What You Need To Know
Job Location
Belleville-Bayview Mall
Employment Type
Regular
Weekly Hours
37.5
Skills
Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively
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