Investment Advisory Services Associate Position

A career at National Bank as an Investment Advisory Services Associate offers you the opportunity to discover the field of financial planning by playing an advisory role with clients while ensuring that recommendations align with the financial plan established by the Financial Planner. This role allows you to develop your understanding of client needs,...

CIBC Wood Gundy in Montréal is seeking an Administrative Associate to support Investment Advisors and their client portfolios. You will help manage client files, prepare proposals, and ensure accurate document handling with strong compliance and risk awareness.As a bilingual professional, you will assist high net worth clients, identify opportunities to...

Transform your career as a Bilingual Senior Associate at PwC in Capital Markets Accounting Advisory Services. Engage in diverse projects that challenge your accounting and problem-solving skills. You will play a crucial role in assisting clients with transactions and financial reporting challenges, collaborating with senior company management. Your...

Recruit Action inc. in Montreal is seeking an Investment Representative to support investment advisors, review client portfolios, and ensure compliant, high-quality service in English and French.This permanent full-time role offers a 37.5-hour work week, on-site schedule, and a competitive CAD 65,000–75,000 salary with benefits including a retirement plan...

Line of Service Assurance Industry/Sector Not Applicable Specialism Assurance Management Level Senior Associate Job Description & SummaryThe Capital Markets Accounting Advisory Services team (“CMAAS”) at PwC is a team committed to supporting clients through moments of exceptional change by providing accounting advisory services. These services include...

Advise National Bank clients on informed investment decisions while aligning recommendations with established financial plans. Use communication and emotional intelligence to understand client needs.This Investment Advisory Services Associate position offers advisory experience alongside assigned Financial Planners. You will develop financial planning...

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 activities. What will you do? Execute...

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Director - Investments based in Canada.As Associate Director - Investments, you will take a leading role in identifying, evaluating, negotiating, and closing acquisitions of niche, bootstrapped B2B SaaS businesses...

Sr. Investment Associate Location: Onsite - Montreal Valnet is seeking an Analyst, a value creation operator within the Investment Team’s Yield arm. This role focuses on partnering with operations to improve EBITDA, cash flow, and revenue quality across Valnet’s core businesses and new ventures. You will partner with business/unit leaders to identify,...