Current jobs related to Wealth Management Advisor - montréal - SFL Wealth Management

  • Wealth Associate

    4 months 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...

  • Wealth Advisor

    4 months ago

    Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Junior Wealth Management Advisor

    4 weeks ago

    Montréal, QC, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf).Job Description:Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is...

  • Associate Wealth Management Advisor

    4 months 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...

  • Wealth Insurance Advisor

    4 months ago

    montréal, Canada National Bank Full time

    A role as a Wealth Insurance Advisor at the National Bank of Canada means working collaboratively to help our clients achieve their financial goals. With your passion, exceptional customer service, and attention to detail, you evaluate insurance requests from investment advisors to ensure appropri

  • Associate Wealth Advisor/ Conseiller Associé en

    3 weeks ago

    Montréal, QC, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...

  • Private Wealth Advisor

    3 weeks ago

    montréal, Canada National Bank Full time

    A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to

  • Associate Wealth Advisor

    2 weeks ago

    Montréal, QC, 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...

  • Wealth Management Associate

    3 months ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Trois-Rivières, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve...

  • Assistant Wealth Management

    4 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...

  • Wealth Management Associate

    4 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...

  • Wealth Insurance Advisor

    4 months ago

    Montréal, Canada National Bank of Canada Full time

    A role as a **Wealth Insurance Advisor** at the National Bank of Canada means working collaboratively to help our clients achieve their financial goals. With your passion, exceptional customer service, and attention to detail, you evaluate insurance requests from investment advisors to ensure appropriate types and levels of coverage, including making...

  • Private Wealth Advisor

    4 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

  • Wealth Management Advisor

    3 weeks ago

    Montréal, QC, Canada Desjardins Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Wealth Associate

    4 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure...

  • Advisor

    4 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as an Advisor at National Bank Financial - Wealth Management means putting your expertise to work in support of our network in collaboration with colleagues and business partners. In this role, you will be assisting our wealth advisors and their teams to better understand and use our programs by offering exceptional service that will have a positive...

  • Branch Manager

    5 months ago

    Montréal, Canada Nour Private Wealth Full time

    Job description **BRANCH MANAGER FOR INTEGRATED DEALER (IIROC, MFDA, INSURANCE, RIA (US)** OPPORTUNITY To accommodate our continued growth and success, we are seeking the role of a full-time individual with previous experience at an IIROC dealer member. The position requires an experienced, detail-oriented individual with strong process, communication...

  • Private Wealth Advisor

    6 days ago

    montréal, Canada National Bank Full time

    A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

  • Professional Wealth Branch Manager

    3 months ago

    Montréal, Canada TD Bank Full time

    **Professional Wealth Branch Manager**: - 425518BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** - TD...

  • Private Wealth Associate

    3 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: - Support the...

Wealth Management Advisor

3 months ago

montréal, Canada SFL Wealth Management Full time

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 primarily for independent IT consultants. IT360 Financial is currently experiencing significant growth.

At this stage, we are actively seeking a Wealth Management Advisor to join our team.

At IT360 Financial, we value advisors who are passionate about excellent customer service, possess great autonomy, a strong collaborative spirit, and remarkable communication skills.

JOB RESPONSIBILITIES:

Retain and build loyalty with existing clientele.
Independently manage the assigned client portfolio.
Ensure service continuity in collaboration with the business development advisor.
Develop and present comprehensive financial plans, investment strategies, and identify opportunities based on each client's profile.
Actively contribute to clients' financial goal achievement.
Serve a bilingual clientele.

BENEFITS:

Highly competitive base salary compared to the market.
Bonus based on sales objectives.
100% remote work.
Flexible working hours.
Retirement savings plan with employer contribution.
Group insurance including telemedicine.

Working with IT360 Financial means:

Collaborating with motivated advisors to provide products, investments, and build customer loyalty.
Receiving a high-quality client portfolio from day one.
Enjoying efficient administrative support, working closely with advisors.
Enjoying acknowledgment of a balanced work-life.
Being part of a passionate team, united by common goals.

If you are interested in this position within a rapidly growing team, please submit your application to Noémie Auvray, General Manager of IT360 Financial, at n.auvray@financesti360.com .

Please note that only selected candidates will be contacted.
Do you hold a license as a mutual fund representative?
Do you have experience as a Wealth Management Advisor, financial planner, or in a similar position?
Are you bilingual?
Insurance of persons license (Asset).
Financial Planner-F.Pl.  (Recommended).