Financial planner jobs in Montréal, QC

 ...05/03/2024 Address: 2099 boulevard Marcel-Laurin Provides financial and investment planning and advice to deliver a solution in the...  ...designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) +... 

 ...Job Summary Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long... 

 ...and your priority is providing investment and financial planning advice to help them meet their unique...  ...PFP®) designation and/or a Certified Financial Planner (CFP®) designation or Institut québécois de planification financière (IQPF for Quebec residents) designation. ~ Proven... 

 ...Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall... 

 ...Job Summary Job Description What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and... 

Pavez votre carrière chez Techo-Bloc : Nous sommes des entrepreneurs et des innovateurs dans l'âme qui aimons retrousser nos manches, plonger directement et accomplir les tâches. Nous disposons de 9 installations avec technologie de pointe, de plus de 13 centres de distribution...

 ...courses available as needed Job Description Reporting to the Senior Planning Manager, the primary role of the Senior Demand Planner is to oversee the sales forecasting process that guides the planning of production and distribution of our finished products, as well... 

 ...Merchandising Planning and Execution Manager, the Merchandising Category Planner is responsible for planning and coordinating the various stages...  ...processes required for the smooth running of the project (eg, financial approval process, supply chain, etc.) Work cross-functionally... 

Title: Transportation Planner - Dispatch Location: Lachine Looking for a Bilingual (French and English) Dispatcher who will provide exceptional customer service to clients and is passionate about dispatching. The dispatcher is responsible for scheduling crews, planning... 

 ...across multiple offices. The Resource Planner has overall responsibility for client and...  ...with client assignment needs as well as the financial objectives of the business. This role...  ...in collaboration with the other Resource Planners. The role may require supporting audit... 

 ...integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver...  ...knowledge are also strong assets. Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec... 

Be part of a community of authentic, proud and trusted people Our Auto-Parts Division is the largest Canadian distribution network of automobile replacement parts. Our banners in this division include the renowned NAPA Auto-Parts, Altrom/Auto-Camping, and NAPA/CMAX. ...

 ...understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs Promote a...  ...Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance... 

 ...performing culture.   Purpose of Job:   Financial Planning is a key service provided to...  ...Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive...  ..., insurance consultants, will and estate planners, philanthropic group) to ensure there is... 

 ...du service payable et recevable. Vérifier les informations financières afin de faire le suivi avec les gestionnaires. Porter attention...  .... Au moins cinq ans d’expérience en tant qu’analyste financier ou comptable sénior. Maîtrise de Microsoft Office, plus particulièrement... 

 ...travailler dans une compagnie bien établie, en croissance, et de collaborer avec une équipe dynamique. Se rapportant au directeur financier, la personne choisie,  jouera un rôle clé dans la supervision des opérations financières, dans la gestion d’équipe et apportera un... 

Are you an experienced production planner and scheduler within the manufacturing or energy sector? Have you dealt with multiple internal stakeholders in a high volume fast-paced environment? If so this could be the role for you! Our client who is a global manufacturer... 

 ...Les tâches Assurer la planification financière optimale et la gestion du portefeuille client. Participer au plan d'action incluant...  ...pour atteindre les objectifs. Analyser les différents produits financiers sur le marché. Préparer et consolider les dossiers des... 

 ...Nous sommes actuellement à la recherche d’un analyste financier pour compléter notre équipe au sein du département des finances. Relevant du Gestionnaire finance, appels d’offres et contrats, vous soutiendrez les réalisations d'étapes clés de l'entreprise sur un large éventail... 

 ...Job Description Gestion de la comptabilité et des rapports financiers deplusieurs divisions et supervision des équipe comptables dédiées, Supervision de la comptabilité, Participation au processus de clôture de fin de mois, Interprétation et report mensuels des...