Head, Private Wealth

City: Montréal, QC / Toronto, ON Status: Permanent, FulltimeWho we areAddenda Capital is a privately-owned investment management firm that favours a sustainable approach to wealth creation. The company offers a stimulating, positive and open-minded environment where integrity, collaboration and diversity are valued. Addenda integrates ESG (Environmental,...

405967BRWealth ManagementQuebec City, QCApril 11, 2023Company OverviewDepartment OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.TD Private Investment Advice offers clients the chance to create one-on-one...

Responsibilities : Educating and Engaging IG Advisors Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual...

Requisition ID: 200392 As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be...

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:Job information Tax & Estate Planning Accountant from the Company IG Wealth Management, this latest Tax & Estate Planning Accountant job vacancy is located in the city Hybrid work in Quebec City, QC located in the country Canada . This latest job opening is open to job seekers who have the latest education / graduate Bachelor Degree . Job...

Job Description: Job information Tax & Estate Planning Accountant from the Company IG Wealth Management , this latest Tax & Estate Planning Accountant job vacancy is located in the city Hybrid work in Quebec City, QC located in the country Canada . This latest job opening is open to job seekers who have the latest education / graduate Bachelor...

1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works...

AttendanceHybridJob Number15840CategoryProfessionnalStatus: PermanentSchedule: Full-TimePosting date04-Jul-2023Location: Quebec, QuebecArea of Interest: Wealth managementIn a career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role....

Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

**Interested in overseeing the maintenance operations of a retirement community?**: Spend time with seniors who have a wealth of stories and experience and enjoy everyday moments with them that are full of smiles and laughter. That’s what you’ll find at Selection Group, a proud Québec company. Come join a team that cares about people and puts residents...

Responsibilities include: Conducting tier 1 supervision activities including; conducting reviews of daily and monthly trading, account opening and KYC updates, outside activities, social media supervision, and service-related complaint resolution on either the investment dealer or mutual fund dealer platform, and or both. Supporting IG Wealth...

1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending...

Who we are looking forWe are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day...

Press Tab to Move to Skip to Content Link Title: Senior Consultant, Practice Management Reporting to the Director, Practice Management in the Practice Excellence group within Scotia Wealth Management Client Solutions, the incumbent is accountable for coaching and consulting with internal advisory teams in an assigned region across all Scotia Wealth...

Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior Consultant, Practice Management Requisition ID: 190328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Director, Practice Management in the Practice Excellence group within Scotia...

A career with the National Bank's National Client Group means assisting primarily large private companies with their complex financing needs, the majority of which are between $25 and $400 million. As Director, National Client Group based in Quebec city, you will be responsible for growing the portfolio of business clients assigned to you. The varied and...

Domain : Regional Sales, iA Private Wealth Location : Montreal / Quebec city (Hybrid/Remote) Start date : As soon as possible Languages : Fluent in French and English iA Private Wealth continues to grow and expand our market leadership position as a premier wealth management partner of entrepreneurial-minded, independent advisors. Critical to our ongoing...

400330BR Wealth Management Montreal, QC February 21, 2023 Company Overview Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment Advice** offers clients the chance to...