Wealth Management Advisor

**About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** - Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors, and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

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...

Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Associate Wealth & Retirement Advisor is member of a team of wealth advisors delivering wealth and retirement...

**Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Are you interested in a career in investments at National Bank Financial? If you’re an entrepreneur at heart, this job is for you. Do you take good care of your clients? Are you are interested in developing long-term relationships...

A career as a Wealth Management Communications Advisor means contributing to the business objectives and priorities of National Bank's Wealth Management division. Your communication and project management skills will have a positive impact on both the employee and client experience. You will evolve in a dynamic and collaborative environment. **Your...

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 their...

**Primary Locations**: **Montreal, Quebec** **Employee Status**: **Regular** **Schedule**: **Full-time** - Do you enthusiastically support a holistic wealth management approach? - Would you like to play a key role in influencing, coaching and supporting advisor teams at National Bank Financial ? - Are you recognized for the added value you bring and your...

**Employment Status**: Permanent Full-Time **Location**: Montréal, QC **Department**: Marketing **Reporting To**: Manager, Advisor Marketing **Job Id**: MKT - 036 **Job Level**: L4 **Seniority Level**: Associate **Position Overview**: Based in the Montreal office, and supporting advisor teams in French and English, both locally, and throughout...

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 their...

About the Company -Under the leadership of Mr. Camille Estephan, the branch has been recognized as the top-performing office within the Manulife Wealth Inc. network in Canada for several years. This outstanding performance is the result of the corporate culture that Mr. Estephan has instilled in every member of his team. Each team member has been carefully...

1501 McGill College Avenue MONTREAL Quebec,H3A 3M8 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a...

**Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...

**Primary Locations**:Montreal, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...

**Primary Locations**:Trois-Rivières, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve...

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...

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 their...

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 their...

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 their...