Bilingual Wealth Advisor

POSITION 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 experience....

Bilingual Advisor - Wealth, Prospr by Sun Life Join to apply for the Bilingual Advisor - Wealth, Prospr by Sun Life role at Sun Life Québec. This hybrid‑model position works a later shift (12PM‑8PM) Monday‑Friday, balancing office and remote work. Job Description As a Wealth Advisor you will provide holistic Life, Health and Wealth solutions to...

Bilingual Advisor - Wealth, Prospr by Sun Life Join to apply for the Bilingual Advisor - Wealth, Prospr by Sun Life role at Sun Life Québec. This hybrid‑model position works a later shift (12PM‑8PM) Monday‑Friday, balancing office and remote work. Job Description As a Wealth Advisor you will provide holistic Life, Health and Wealth solutions to...

A leading financial services company is seeking a Bilingual Advisor - Wealth to provide holistic financial solutions to clients. This hybrid role involves engaging with clients to assess their needs and recommend personalized investment and insurance options. Strong communication and relationship-building skills are essential, along with a Bachelor degree or...

A leading wealth management firm in Quebec City is seeking an Advisor for the Corporate Channel. This remote position requires securities licensing and 3+ years of client-facing financial planning experience. Candidates must be proficient in digital tools, with a strong emphasis on relationship building and customer service. Bilingualism in French and...

Head of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...

Company: CGIC Department: Retail Sales Employment Type: Full-Time Work Model: Hybrid Language: Bilingualism in English and French is required. Additional Information: This/these role(s) is/are currently vacant. The Opportunity: We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society,...

Bilingual 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....

Join to apply for the Wealth Management Advisor role at Desjardins. 1 day ago – Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Responsibilities Maintain high-quality personalized business relationships to maximize the potential of existing members and clients. Analyze the needs of members and clients and...

Join 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...