Bilingual Wealth Analytics

OverviewThe Bilingual Investment Services Analyst will be a key contributor to the Investment Solutions team and will contribute to the growth of the Worldsource Dealers by using data, analytics and research in order to help all of the wealth management entities understand industry trends, product developments and consumer behavior to manage and create...

A leading bank in the Americas is seeking an Associate Total Wealth Planner in Montreal. The role involves supporting Senior Total Wealth Planners, providing planning engagements to clients, and offering financial planning advice. Candidates must possess strong interpersonal skills, experience with financial planning software, and be bilingual in French and...

A leading independent wealth management firm in Canada is seeking a Registered Portfolio Manager to design and manage multi-asset portfolios. The ideal candidate is bilingual in French and English and has over 5 years of experience in investment strategies. Responsibilities include building model portfolio solutions, monitoring performance, and collaborating...

Associate Wealth Advisor- EN RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well‑established advisory team. You will deepen client relationships by offering sound advice and support to clients and the advisory team. Developing and implementing the team’s wealth management strategy for clients is the main focus of this...

A leading financial services institution in Montreal is seeking summer interns for Finance Analyst roles within Wealth Management. The position requires bilingual candidates proficient in MS Office, particularly Excel, along with strong analytical skills. Interns will assist with investment models, market research, and product initiatives, providing a unique...

JOB STATEMENT:The Bilingual Investment Services Analyst will be a key contributor to the Investment Solutions team and will contribute to the growth of the Worldsource Dealers by using data, analytics and research in order to help all of the wealth management entities understand industry trends, product developments and consumer behavior to manage and create...

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...

Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...

Aviso Wealth:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and...

A leading financial services company in Montreal is looking for a Summer Finance Analyst intern to join its Wealth Management team. The role involves preparing reports, assisting with market intelligence, and developing investment models. Ideal candidates are bilingual, have MS Office proficiency, strong analytical skills, and an interest in investment...