Wealth Planning Advisor

A leading bank in the Americas is seeking a Financial Advisor specializing in Investment and Retirement Planning in Montreal. This role involves establishing relationships, providing financial advice, and achieving investment sales goals. The ideal candidate has experience in financial planning, holds relevant certifications, and thrives in a collaborative...

TD Wealth, Montréal, recherche un(e) planificateur(-trice) financier(-ière) pour accompagner une clientèle locale dans l'élaboration de stratégies patrimoniales et de plans financiers personnalisés. Le rôle demande une licence RR et une expérience bancaire de 3 à 5 ans, avec un bilinguisme complet français-anglais.Le poste est à Montréal: 37,5...

A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

Scotiabank is seeking a Senior Manager, Wealth Management Taxation in Montreal to support wealth advisors, planning specialists, and banking partners with tax planning while enhancing the Total Wealth offering. The role requires expert knowledge of Canadian tax and estate planning for high-net-worth clients and entails collaborating with cross-functional...

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.sszYour role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, seeks an Administrative Associate in Montreal to support one or more Wealth Advisors. Your role focuses on high-level client service and precise administrative tasks within a collaborative, growth-minded team. You will assist with portfolio reviews, client communications, and timely execution of...

Required As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...