Director, Wealth Advisory
2 weeks ago
A financial services company in Montreal is seeking a Director, Business Advisory & Succession Planning. The ideal candidate will provide tailored strategies to high-net-worth clients and act as a subject matter expert in business valuation and succession planning. Strong communication skills in both French and English are crucial. This full-time role involves collaboration with BMO Advisors and focuses on enhancing client experiences.
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Sales Director
7 days ago
Montreal, Canada Equisoft Full timeSales Director - Advisor Wealth Technology (AWT) Join to apply for the Sales Director - Advisor Wealth Technology (AWT) role at Equisoft . Remote – Ontario, Canada. Hiring locations include Canada (Montreal or Quebec City). What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the...
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Sales Director
5 days ago
Montreal, Canada Equisoft Full timeSales Director - Advisor Wealth Technology (AWT) Join to apply for the Sales Director - Advisor Wealth Technology (AWT) role at Equisoft. Remote – Ontario, Canada. Hiring locations include Canada (Montreal or Quebec City). What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the...
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Junior Wealth Management Advisor
2 days ago
Montreal, Quebec, Canada Manulife Wealth Full time $60,000 - $120,000 per yearAbout the CompanyAt Diligence Wealth Management, we believe that true wealth management is about more than numbers — it's about people, purpose, and building lasting legacies.As an established partner of Manulife Wealth Inc., one of Canada's leading independent investment and insurance dealers, we combine the strength of a national institution with the...
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Sales Director
7 days ago
Montreal, Canada EquiSoft Full timeSales Director - Advisor Wealth Technology (AWT) page is loaded## Sales Director - Advisor Wealth Technology (AWT)locations: HYBRID - Montreal, Canada: REMOTE - Ontario, Canadatime type: Full timeposted on: Posted 2 Days Agojob requisition id: ReqID 100090REMOTE - Ontario, Canada Equisoft is a global provider of digital solutions for insurance and...
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Sales Director
7 days ago
Montreal, Canada EquiSoft Full timeSales Director - Advisor Wealth Technology (AWT) page is loaded## Sales Director - Advisor Wealth Technology (AWT)locations: HYBRID - Montreal, Canada: REMOTE - Ontario, Canadatime type: Full timeposted on: Posted 2 Days Agojob requisition id: ReqID REMOTE - Ontario, Canada Equisoft is a global provider of digital solutions for insurance and investment,...
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Sales Director
7 days ago
Montreal, Canada EquiSoft Full timeSales Director - Advisor Wealth Technology (AWT) page is loaded## Sales Director - Advisor Wealth Technology (AWT)locations: HYBRID - Montreal, Canada: REMOTE - Ontario, Canadatime type: Full timeposted on: Posted 2 Days Agojob requisition id: ReqID 100090REMOTE - Ontario, Canada Equisoft is a global provider of digital solutions for insurance and...
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Director, Business Advisory
2 weeks ago
Montreal, Canada BMO Full timeOverview Director, Business Advisory & Succession Planning. Under the direction of the Vice President & Head of Business Advisory and Succession Planning, the Director, Business Advisory and Succession Planning is part of the SME Team within BMO Private Wealth. The SME Team provides business advisory and succession planning services to high and ultra-high...
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Wealth Management Intern
2 days ago
Greater Montreal Metropolitan Area, Canada Manulife Wealth Full time $45,000 - $60,000 per yearCompany DescriptionManulife Wealth, with over 20 years of experience, helps Canadians achieve financial confidence through tailored advice and strategies for every life stage. As part of Manulife, our global parent company, we benefit from extensive resources and expertise. Serving one in four Canadians, Manulife manages over $1.3 trillion in assets (as of...
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Montreal, Canada EquiSoft Full timeA global provider of financial technology solutions is seeking a Sales Director to drive growth within the Advisor Wealth Technology segment in Canada. This role involves building strategic sales initiatives and managing a full sales cycle while targeting advisory groups. The ideal candidate will have over 5 years of B2B software sales experience and a...
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Montreal, Canada EquiSoft Full timeA global provider of financial technology solutions is seeking a Sales Director to drive growth within the Advisor Wealth Technology segment in Canada. This role involves building strategic sales initiatives and managing a full sales cycle while targeting advisory groups. The ideal candidate will have over 5 years of B2B software sales experience and a...