Client-Focused Financial Advisor: Investments

A leading cooperative financial entity is seeking a Personal Finance Advisor in Montreal. The role involves developing and maintaining client relationships, advising on financial strategies, and ensuring client satisfaction. Candidates should have a Bachelor's degree, mutual fund representative certificate, and be proficient in French. The position offers...

A large cooperative financial institution located in Montreal is seeking an advisor for investment and financing services. This role focuses on understanding client needs to optimize their financial health. Candidates must be committed to excellent customer service and developing tailored financial solutions. Competitive salary, flexible vacation, and...

A large cooperative financial institution located in Montreal is seeking an advisor for investment and financing services. This role focuses on understanding client needs to optimize their financial health. Candidates must be committed to excellent customer service and developing tailored financial solutions. Competitive salary, flexible vacation, and...

A leading cooperative financial group in Montreal is seeking a Personal Finance Advisor to develop and maintain strong relationships with clients. The role involves advising clients on financial strategies, managing relationships, and staying updated on industry trends. Ideal candidates will have a relevant degree, a minimum of one year of experience, and...

A leading cooperative financial group in Montreal is seeking a Personal Finance Advisor to develop and maintain strong relationships with clients. The role involves advising clients on financial strategies, managing relationships, and staying updated on industry trends. Ideal candidates will have a relevant degree, a minimum of one year of experience, and...

A leading financial institution in Montreal seeks an Assistant, Investment Advisor to help manage client portfolios and provide trusted investment advice. You will engage with bilingual clients while working closely with Investment Advisors at Wood Gundy. The ideal candidate is client-focused, possesses relevant licenses such as the Canadian Securities...

Join to apply for the Investment Advisor role at National Bank of CanadaAs an Investment Advisor at the National Bank call centre, you will live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Through your friendly approach and the quality of your advice, you'll provide clients with a...

Application Deadline 01/30/2026 Address 1501 McGill College Avenue Job Family Group Wealth Sales & Service A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service....

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

A leading financial services provider in Montreal seeks a Personal Finance Advisor to develop trusting relationships with clients and provide tailored financial solutions. Your role involves advising on investments, loans, and insurance, bringing expertise in risk management and customer satisfaction. Candidates must possess a Bachelor's degree, mutual fund...