Advisor, Securities

_**Must be interested in working within the financial servicing/advisory industry **_ - _**If hired you must be able to complete the Canadian Securities Course. (Paid for)**_ - **Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the...

**Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the Senior Advisor to gather client information and understand their financial goals. - **Analysis**: - Conduct comprehensive financial analyses to assess clients' current financial...

As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...

As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,...

As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,...

**Role and Responsibilities** Working within the Cybersecurity team, the Global Cybersecurity Advisor will engage with stakeholders across Civil and D&S (Germany & Canada) lines of business to represent the collective cybersecurity interests of the team during project engagements through various primary activities listed below. - Developing and maintaining...

Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are - here, diversity is a strength. You...

Do you want to:Become a successful entrepreneur?Be in business?Play a decisive role in people's lives?Be recognized for your advisory service?Move forward, take charge of your professional future!By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility of mind and be ready to commit 100% to this new career. Your...

'''Duties:''' - Provide financial advice and guidance to clients based on their financial goals and objectives - Assess clients' financial situations by gathering information about their income, assets, debts, and expenses - Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences -...

**Administrative assistant in an Investment brokerage office** Saint-Leonard, QC, Full time Our team at Manulife Securities Incorporated is looking for an administrative assistant to assist in various administrative tasks and provide day-to-day operational support. **Responsibilities**: - Answer the telephone in French and English, provide information,...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...

A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...

About UsNational Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada, serving close to 1,000 investment advisors who manage the assets of more than 400,000 clients across about 100 branches.Job SummaryWe are seeking a highly organized and customer-focused Customer Success Associate to join our dynamic team. As a key...

Unlock Your Potential as a Senior Customer Support AssociateWe are seeking an exceptional individual to join our team as a Senior Customer Support Associate in our Wealth Management division. This is a unique opportunity for you to leverage your excellent communication skills, strong analytical abilities, and passion for delivering exceptional customer...

A career as a Wealth Associate at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within the team Groupe financier...

Attendance Hybrid Job number 23474 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 18-Nov-2024 Location: Saint-Georges, Quebec City Saint-Georges Province/State Quebec Area of Interest: Wealth management A career as an Associate in the Wealth Management team at National Bank,...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more specifically within the...

As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...

As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...