Associate Investment Advisor

2 weeks ago


Montréal QC, Canada Manulife Wealth Full time

Exigences:Haut niveau d'intégritéPersonne hautement motivée et organiséeEn cours d'obtention ou titulaire du Cours sur le commerce des valeurs mobilières au Canada (CCVM)Aperçu du poste:Assister dans l'entrée et l'exécution des transactions en actions et en titres à revenu fixe.Effectuer le suivi administratif des comptes clients et assurer un soutien en gestion de portefeuille.Rééquilibrer et maintenir les portefeuilles d’investissement selon les besoins des clients.Soutenir le développement et la mise en œuvre des plans de retraite, de placement, fiscaux et successoraux.Contribuer à l'analyse des besoins financiers des clients existants et potentiels.Aider à la gestion quotidienne des opérations, y compris l'entrée de données et la documentation des transactions._______________________________________________________________________________________________________Requirements:High level of integrityHighly motivated and organized individualWorking towards or completion of the Canadian Securities Course (CSC)Position Overview:Assist with entering and executing equity and fixed-income transactions.Provide administrative support for client accounts and portfolio management.Rebalance and maintain investment portfolios based on client needs.Support the development and implementation of retirement, investment, tax, and estate plans.Contribute to analyzing the financial needs of existing and potential clients.Help manage day-to-day operations, including data entry and transaction documentation.



  • Montréal, QC, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...

  • Investment Advisor

    1 month ago


    montréal, Canada National Bank Full time

    Youtube VideoAs an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.  Through your friendly approach and the quality of your advice, you'll provide clients with a pers


  • montréal, Canada National Bank Full time

    As a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at National Bank Financial (NBF) and advise them on portfolio management best practices so that they can better support their clients and generate


  • Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management...

  • Investment Associate

    3 months ago


    Montréal, Canada Valsoft HQ (EN) Full time

    The Investment Associate will work in an extremely entrepreneurial environment and will be responsible for conducting research and analysis with the ultimate goal of capital deployment and investment. You would join our small but mighty team in Montreal, Canada. This is an incredible opportunity to manage, invest and deploy large capital at an extremely...

  • Investment Associate

    3 months ago


    Montréal, Canada Valsoft HQ (EN) Full time

    The Investment Associate will work in an extremely entrepreneurial environment and will be responsible for conducting research and analysis with the ultimate goal of capital deployment and investment. You would join our small but mighty team in Montreal, Canada. This is an incredible opportunity to manage, invest and deploy large capital at an extremely...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Investment Associate

    2 weeks ago


    Montréal, QC, Canada Valnet Full time

    Investment Associate - M&A TeamWho we are:Valnet Inc., the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in...


  • Montréal, Canada Pomerleau Full time

    **We are Pomerleau. And you could be too.** At Pomerleau, we fully understand that our mission is not only to create infrastructure or erect buildings, but to build communities. As a leader in the construction industry for nearly 60 years, we always aim to make a positive impact on the lives of the people we serve across Canada. To do this, we do...


  • Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a Branch manager for Quadrus investment services Ltd The role of branch manager is to ensure that the mutual fund trading activities performed by investment representatives (sales representatives), office administrative staff and anyone else associated with the branch office are compliant with securities regulations,...


  • Montréal, QC, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Associate

    4 weeks ago


    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client...

  • Associate

    2 days ago


    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client...

  • Associate

    4 weeks ago


    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client...


  • Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Are you interested in a career in investments at National Bank Financial? If you’re an entrepreneur at heart, this job is for you. Do you take good care of your clients? Are you are interested in developing long-term relationships...


  • Montréal, Canada Aon Full time

    Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants must be legally authorized to work in Canada....


  • Montréal, QC, Canada PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...


  • Montréal, QC, Canada Franklin Templeton Investments Full time

    The Role FTCC is recruiting for a client focused Associate Portfolio Manager (“APM”) to join our private wealth team, which is responsible for the delivery of investment counseling services to Canadian investors and institutions. - Initiative and Accountability:_ The APM should proactively take on tasks to alleviate the Portfolio Manager's workload,...


  • Montréal, Canada Fiera Capital Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...