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Wealth Management Advisor
2 weeks ago
If 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 prim
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Wealth Management Advisor
2 weeks ago
Quebec City, 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 is currently...
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Wealth Management Advisor
5 days ago
Quebec City, 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 is...
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Wealth Management Advisor
2 weeks ago
Quebec City, 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 is currently...
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Bilingual Advisor, IG Wealth Connect
1 month ago
Québec City, Canada IG Wealth Management Full timePOSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...
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Bilingual Advisor, IG Wealth Connect
3 weeks ago
Québec City, Canada IG Wealth Management Full timePOSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...
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Manager, Financing Solutions
1 month ago
Québec City, Canada IG Wealth Management Full timeResponsibilities : Educating and Engaging IG Advisors Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual...
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Bilingual Advisor, IG Wealth Connect
1 month ago
Québec City, Canada IG Wealth Management Full timePOSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...
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Bilingual Advisor, IG Wealth Connect
3 weeks ago
Québec City, Canada IG Wealth Management Full timePOSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...
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Senior Manager, IG Wealth Connect
4 weeks ago
Québec City, Canada IG Wealth Management Full timePosition Summary This position will be responsible for all aspects of Corporate Channel operations including providing direction and guidance to direct reports who have a focus on administration, workflow management and process optimization. The Senior Manager is responsible for the daily operations and is knowledgeable in the business unit's...
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Senior Manager, IG Wealth Connect
3 weeks ago
Québec City, Canada IG Wealth Management Full timePosition Summary This position will be responsible for all aspects of Corporate Channel operations including providing direction and guidance to direct reports who have a focus on administration, workflow management and process optimization. The Senior Manager is responsible for the daily operations and is knowledgeable in the business unit's...
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Tax & Estate Planning Accountant
1 month ago
Québec City, Canada IG Wealth Management Full timeResponsibilities : Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail. Prepare written reports (based on detailed analysis) for complex client situations, advising on tax, estate and other financial planning opportunities, strategies,...
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Wealth Management Advisor
3 weeks ago
Québec, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
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Wealth Management Advisor
7 days ago
Québec, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
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Wealth Management Advisor
2 months ago
Québec, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
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Senior Manager, IG Wealth Connect
4 days ago
Québec, Quebec, Canada IG Wealth Management Full timePosition Summary This position will be responsible for all aspects of Corporate Channel operations including providing direction and guidance to direct reports who have a focus on administration, workflow management and process optimization. The Senior Manager is responsible for the daily operations and is knowledgeable in the business unit's functions so...
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Wealth Management Advisor
3 days ago
Québec, Quebec, 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 prim
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Wealth Management Advisor
2 months ago
Quebec City, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
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Wealth Management Advisor
2 months ago
Québec, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
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Wealth Management Advisor
2 months ago
Québec, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
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Wealth Management Advisor
2 months ago
Québec, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...