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Montréal, QC, Canada Desjardins Full timeAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
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Montréal, QC, Canada Desjardins Full timeAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
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Scotiamcleod - Wealth Management Intern/co-op
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Scotiamcleod - Wealth Management Intern/co-op
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Wealth Management Associate
5 months ago
Montréal, Canada National Bank of Canada Full timeA career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...
Junior Wealth Management Advisor
2 months ago
Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf).Job Description:Are you passionate about sales, business development, and finance? This opportunity is for you We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is ideal for those looking to advance in the field of wealth management.The advisor will:Meet with clients to review their portfolios.Prospect targeted clientele.Manage client relationships by understanding their needs and offering products and services that align with their goals.Contribute to business objectives by attracting, recruiting, and retaining clients and referrals.Job Requirements:Strong analytical, problem-solving skills, and client-focused orientation.Strong time management, autonomy, and initiative.Excellent ability to summarize and simplify information.Rigor, integrity, professional ethics, and a strong commitment to work.Motivation to excel.Registration for the Canadian Securities Course (CSC) with CSI.High school diploma required.What We Offer:Join an exceptional team.Compensation based on performance.Professional achievement opportunities.Training and mentorship.Develop your own client base.Dynamic work environment and modern offices.Unlimited Coffe.