Client-Focused Investment Advisor Opportunity

WTW is seeking a Senior Director to lead the Client Service team in Montreal, coordinating investment consulting for institutional clients including defined benefit, defined contribution, endowment and foundations. The role emphasizes risk and objective setting, asset allocation, manager selection, and ongoing policy and performance evaluation.The candidate...

Enhance client financial health as a Personal Finance Advisor with Desjardins, emphasizing trust and long-term relationships. Engage directly with young members to provide tailored financial advice and solutions.This role requires strong interpersonal skills as you listen to clients' needs and recommend appropriate investment, loan, and insurance products....

Join a leading independent investment dealer as an Investment Advisor Assistant, where your exceptional administrative skills will play a vital role in enhancing client relationships and supporting Financial Advisors. This position offers a dynamic work environment that values teamwork, professionalism, and customer service. You will be responsible for...

A Canadian investment firm is seeking experienced Investment Advisors to join their Private Client Services team. This role offers the flexibility to develop your business within a national platform, alongside operational support tailored to various advisor styles. Candidates should have at least 5 years of experience in a CIRO regulated environment, with...

Ventum Financial Corp. is an independent, Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide. Founded on trust, experience and ambition, Ventum prioritizes excellence in client service.Our Private Client Services division comprises over 120 Investment Advisors, Portfolio Managers and...

Description As a Senior Director on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to institutional investors including Defined Benefit, Defined Contribution plans and Endowment & Foundations. These services include setting of...

Description As a Senior Director on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to institutional investors including Defined Benefit, Defined Contribution plans and Endowment & Foundations. These services include setting of...

We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and legacy planning. The Opportunity Are you ambitious, curious, and eager to build your future? This is more than a job. It’s the foundation for a...

Many opportunities are currently available in the greater Montreal area. As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so...