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In this role, you will be in charge of producing, automating, deploying and monitoring acquisition, retention and transactional emails targeting clients and prospects for the different Intact Financial Corporation brands (namely Intact Insurance and belairdirect), throughout the various markets. A f

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment. Advanced working knowledge of financ

As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Must meet the regulatory / gov

Advisory services, Personal banking A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. Identify clients’ investment and financing needs in order to draft a personalized financial plan. B

Advisory services, Personal banking A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. Identify clients’ investment and financing needs in order to draft a personalized financial plan. B

Experience: Experience an asset.Estimate time to complete graphic designs and illustrations.Consult with clients to determine the nature and content of illustrations in order to meet their communications needs.Develop and produce realistic or representational sketches and final illustrations.Consult

Proposing improvements in IT cost modeling;Analyzing costs proactively and helping to quickly identify inconsistencies and budget risks;Actively contributing to the automation, standardization, and optimization of our financial processes;Implementing relevant key performance indicators (KPIs) for do

Be passionate about financial sales as well as delivering trusted financial advice to customers. Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources. A license to sell mutual funds and working towards the CIFP Diploma in Financial P