Wealth Client Services Specialist
2 weeks ago
A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of experience in investment management, alongside strong analytical, interpersonal, and problem-solving skills. Bilingual proficiency in English and French is a plus.
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Bilingual Client Service Representative
1 day ago
Montreal, Quebec, Canada IG Wealth Management Full timeDivision: Wealth Management Operations & Contact CentersIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is...
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Wealth Planning Support Specialist
1 day ago
Montreal, Quebec, Canada TD Full time $76,800 - $115,200Work Location:Pointe Claire, Quebec, CanadaHours:37.5Line of Business:TD GeneralPay Details:$76,800 - $115,200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been...
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Client Service Associate
1 day ago
Montreal, Quebec, Canada Manulife Wealth & Asset Management Full timeAs a Client Service Associate, you will be a key support person for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients.The Client Service Associate will be an employee of Manulife, having some client-facing responsibilities and administrative support functions for the Advisor's clients from Manulife Wealth,...
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Junior Wealth Management Advisor
1 week ago
Montreal (administrative region), Canada Manulife Wealth Full timeAt 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 personalized...
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Wealth Client Services Associate
3 hours ago
Montreal, Canada Manulife Financial Full timeA leading financial services provider is seeking a Client Service Associate in Montreal. This role focuses on supporting wealth advisors in managing client inquiries and administrative tasks. The successful candidate must be bilingual in French and English and have 2-3 years of experience in a client-facing financial role. Responsibilities include validating...
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Montreal, Quebec, Canada IG Wealth Management Full timeDivision: IGM-HRLocation: Montreal, Toronto, WinnipegIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, Investors Group is a...
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Junior Advisor
3 weeks ago
Montreal (administrative region), Canada Manulife Wealth Full timeJunior 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...
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Montreal (administrative region), Canada Manulife Wealth Full timeA leading wealth management firm in Canada is seeking a Junior Wealth Management Advisor to build a personal client base while receiving mentorship and support. This opportunity allows ambitious professionals to transition from a corporate setting to an entrepreneurial environment, fostering growth and meaningful client relationships. Responsibilities...
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Montreal, Canada TD Full timeA leading wealth management firm in Montreal is seeking a PIA Client Service Associate to provide exceptional client service and support. The ideal candidate is bilingual in English and French, has strong communication skills, and is willing to complete industry-specific training. This full-time role offers a dynamic environment in the banking industry,...
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Montreal, Quebec, Canada Scotia Wealth Management Full timeRequisition ID: 242013As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...