Wealth Management Advisor

**Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...

**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...

**Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...

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...

A career as a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank means helping our clients achieve their life goals. This job allows you to have a positive impact on our organization, thanks to your experience in client service, your knowledge of investment products and y

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...

A career as a Senior Advisor in the Wealth Management Compliance team at National Bank means acting as a compliance specialist and actively participating in the implementation and evolution of National Bank Investments (NBI) compliance program. It also means leading and managing new projects to ensu

**Job Title**: Wealth Tech Platform Specialist **Location**: Montreal **Job Type**: Full-time **Reports to**: Chief Revenue Officer **About Sofistic.AI**: At Sofistic.AI, we empower Wealth Advisors and Family Offices to drive financial success for their clients through cutting-edge technology solutions. Our platform leverages AI-driven insights to enhance...

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...

A career as a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank means helping our clients achieve their life goals. This job allows you to have a positive impact on our organization, thanks to your experience in client service, your knowledge of investment products and your skills in offering quality advice. **Your job** -...

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

Permanent Full Time **What you will do**: - Deliver bottom line wealth sales growth, generate sales and meet and exceed sales targets - Prospect new leads and strengthen relationships with advisors by phone, virtually and a through face to face interaction. - Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload...

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 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...

Requisition ID: 207456 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Term: Jan - April 2025 Application Deadline: 10/18/2024 There's no better way to kickstart your career than to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is...

Requisition ID: 207456 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Term: Jan - April 2025 Application Deadline: 10/18/2024 There's no better way to kickstart your career than to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is...

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 Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...