Wealth Advisory Associate
2 weeks ago
A financial services institution in Quebec is seeking an Associate Wealth Advisor to enhance client relationships and offer optimal financial solutions. This full-time position involves collaborating with specialists and managing client portfolios effectively. Ideal candidates should possess or be willing to complete key financial certifications and exhibit proficiency in virtual communication. A diverse range of benefits including wellness programs and flexible insurance options are available.
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Bilingual Private Company Advisory Analyst
2 weeks ago
Quebec, Canada IG Wealth Management Full timeBilingual Private Company Advisory AnalystJoin to apply for the Bilingual Private Company Advisory Analyst role at IG Wealth Management.Division: IG-SaleDistLocation: Toronto, Montreal or WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management....
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Bilingual Private-Company Advisory Analyst
2 weeks ago
Quebec, Canada IG Wealth Management Full timeA prominent wealth management firm is seeking a Bilingual Private Company Advisory Analyst to support transaction management and financial advisory services. The candidate will develop financial models, conduct market research, and prepare client presentations. Ideal applicants should have an undergraduate degree, bilingual proficiency, and 1-3 years of...
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Associate Wealth Advisor
2 weeks ago
Quebec, Canada National Bank of Canada Full timeJoin to apply for the Associate Wealth Advisor role at National Bank of Canada A career as a Wealth Associate empowers you to capitalize on your entrepreneurial spirit and make a direct impact on clients. In this role, you will support clients throughout all life events to help them achieve their financial goals and build long‑term, trust‑based...
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Associate Wealth Advisor
2 weeks ago
Quebec, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships, more precisely within the team...
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Associate Wealth Advisor
2 weeks ago
Quebec, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships, more precisely within the team...
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Senior Analyst Wealth Management
3 days ago
Quebec, Canada National Bank of Canada Full timeOverview Senior Analyst Wealth Management role at National Bank of Canada Joining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical...
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Senior Analyst Wealth Management
2 weeks ago
Quebec, Canada National Bank of Canada Full timeOverviewSenior Analyst Wealth Management role at National Bank of CanadaJoining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical...
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Senior Analyst Wealth Management
1 week ago
Quebec, Canada National Bank of Canada Full timeOverviewSenior Analyst Wealth Management role at National Bank of CanadaJoining National Bank Financial – Wealth Management (NBFWM) as a Senior Wealth Management Analyst means becoming a strategic partner to our Investment Advisors. This role allows you to make a positive impact on our organization through your expertise in financial planning, analytical...
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Montréal, Quebec, HA, Canada Richter Full time $60,000 - $120,000 per yearAssociate, VLT Richter Montreal OfficeOverviewRichter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business...
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Wealth Associate: Grow Client Portfolios
2 weeks ago
Quebec, Canada Banque Nationale du Canada Full timeA leading financial institution is seeking a Wealth Associate in Quebec. In this role, you will manage client portfolios and collaborate with specialists to provide top-notch financial solutions. Ideal candidates possess knowledge of taxation, have completed the Canadian Securities Course, and excel at building relationships. Competitive compensation and a...