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...

Requisition ID: 187850 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

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 situations and...

As an Advisor, Securities, 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...

**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,...

'''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 -...

JOB DESCRIPTION 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...

JOB DESCRIPTION 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...

JOB DESCRIPTION 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...

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...

JOB DESCRIPTION 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...

JOB DESCRIPTION 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...

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 have...

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,...

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...

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...

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...