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Senior Total Wealth Planner
3 weeks ago
Requisition ID: 197060Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide compre
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Senior Total Wealth Planner
3 weeks ago
Montréal, Canada Scotiabank Full timeRequisition ID: 197060 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high...
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Senior Total Wealth Planner
3 weeks ago
Montréal, Canada Scotiabank Full timeRequisition ID: 197060 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high...
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Wealth Associate
2 weeks ago
Montréal, Canada Echelon Wealth Partners Full time**About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...
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Wealth Management Advisor
2 weeks ago
Montréal, Canada SFL Wealth Management Full timeIf you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial ...
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Associate Wealth Advisor
2 months ago
Montréal, 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...
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Montréal, Canada Scotiabank Full timeRequisition ID: 196885 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
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Senior Analyst, Investment Management
1 month ago
montréal, Canada Altium Wealth Architecture Full timeAltium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...
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Senior Analyst, Investment Management
1 month ago
Montréal, QC, Canada Altium Wealth Architecture Full timeAltium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...
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Senior Analyst, Investment Management
1 month ago
Montréal, QC, Canada Altium Wealth Architecture Full timeAltium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...
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Senior Analyst in Wealth Management
3 weeks ago
Montréal, Canada National Bank Full timeNational Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify...
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Senior Analyst in Wealth Management
3 weeks ago
Montréal, Canada National Bank Full timeNational Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify...
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Bilingual Associate Planner, Advice Connect
2 weeks ago
Montréal, Canada TD Bank Full time**Bilingual Associate Planner, Advice Connect - Montreal**: - 416218BR **Job Category - Primary** - Call Center **Work Location** - 7250 Mile End **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Wealth...
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Senior Analyst, Investment Management
4 weeks ago
Montréal, QC, Canada Altium Wealth Architecture Full timeAltium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...
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Bilingual Associate Planner, Advice Connect
2 weeks ago
Montréal, Canada TD Bank Full time**Bilingual Associate Planner, Advice Connect - Montreal**: - 423663BR **Job Category - Primary** - Call Center **Work Location** - 7250 Mile End **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Wealth...
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Senior Analyst in Wealth Management
3 weeks ago
montréal, Canada National Bank Full timeNational Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior W
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Senior Analyst in Wealth Management
3 weeks ago
montréal, Canada National Bank Full timeNational Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior W
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Associate Wealth Management Advisor
3 weeks ago
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...
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Planner
3 weeks ago
Montréal, Canada ALDO Group Full time**Job Title**: Planner **Department**:AGI Looking to unbox your full potential? STEP UP with the ALDO GROUP. **WE'RE ON A JOURNEY TO CREATE A WORLD OF LOVE, CONFIDENCE AND BELONGING** The ALDO Group has been on this journey for over 50 years. We believe that our passionate associates are at the heart of our success, and that with them we will lead into...
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Private Wealth Associate, Bilingual
5 days ago
Montréal, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Private Wealth Associate, Bilingual Location: Montreal,...
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Bilingual Wealth Planner
3 weeks ago
Montréal, Canada HSBC Full time-Job description Opening up a world of opportunity. We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new...