Wealth Planning Associate — Montreal

Associate Total Wealth Planner - Montreal, QC Requisition ID: 233131 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements...

Junior Advisor / Wealth Management Associate Career-Track Role – Client-Facing & Developmental About Us We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth...

About the Company We are a high-performing wealth management team serving established professionals, business owners, and families with complex financial needs. Our practice centers on disciplined investment management, thoughtful retirement planning, and long-term wealth structuring, delivered with professionalism, accountability, and a personal CFO...

A leading bank in the Americas is seeking an Administrative Associate in Montreal, QC. The role emphasizes effective client administration and supports Wealth Advisors in enhancing client service. Key responsibilities include managing administrative processes, coordinating marketing materials, and providing exceptional client service. Ideal candidates have a...

A financial services firm in Montreal seeks a Bilingual Investment Services Analyst to join their Investment Solutions team. The successful candidate will leverage data and research to inform wealth management strategies while ensuring compliance with product requirements. Ideal applicants should have 3-5 years of experience in the asset management sector,...

A leading financial institution in Montreal is looking for a Wealth Management Advisor to build lasting relationships with clients and provide tailored financial advice. You will be responsible for managing client satisfaction and offering insights on investments and services. The ideal candidate holds a related Bachelor's degree and has experience in wealth...

A leading financial institution in Montreal is looking for a Wealth Management Advisor to build lasting relationships with clients and provide tailored financial advice. You will be responsible for managing client satisfaction and offering insights on investments and services. The ideal candidate holds a related Bachelor's degree and has experience in wealth...

Wealth Associate Join to apply for the Wealth Associate role at National Bank of Canada. Team National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients across about 100 branches. Reporting to the regional manager, you...

A leading wealth management firm in Montreal is seeking a Wealth Management Associate to build their own advisory practice from scratch. This role focuses on developing client relationships while being mentored by experienced advisors. Key responsibilities include outreach to prospects, financial analysis preparation, and participating in client meetings....

Title: ScotiaMcLeod Administrative Associate - Montreal, QC Requisition ID: 244823 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their...