Bilingual Wealth Growth

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 services company in Canada is seeking a Wealth Sales Coordinator in Montreal. This full-time role involves providing administrative support to the sales team and coordinating client meetings and events. The ideal candidate will have a college diploma, at least 2 years of administrative experience, and strong knowledge of MS Office....

At 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...

About the Company At 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...

Bilingual Compliance Officer (French required)This is a hybrid role. Three days on site out of either Toronto or Montreal.IntroductionAre you looking for a career move that offers growth, influence, and real impact? Our client is seeking a Bilingual Compliance Officer fluent in French and English to join their expanding team. This is a fantastic opportunity...

A 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...

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...

A prominent Canadian financial services company is seeking a dedicated administrative professional to support the wealth distribution team. The role involves scheduling meetings, assisting in strategic planning, and coordinating events. The ideal candidate must be bilingual in French and English, possess a college diploma, and have at least 2 years of...