Wealth Advisor
7 days ago
We are seeking a highly motivated and experienced Wealth Advisor to join our team at Manulife Insurance Malaysia. As a Wealth Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals and secure their financial futures.
Key Responsibilities- Conduct thorough financial needs analyses to identify clients' goals and objectives.
- Develop and implement personalized financial plans to help clients achieve their goals.
- Provide expert advice on investment products, retirement planning, and wealth management strategies.
- Build and maintain strong relationships with clients, understanding their needs and preferences.
- Stay up-to-date with industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
- University degree in a related field, such as finance, economics, or business.
- Minimum 1-2 years of experience in a related field, preferably in the financial services industry.
- Strong knowledge of financial products, investment strategies, and retirement planning.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- A competitive salary and benefits package.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and supportive work environment, with a team of experienced professionals.
- The chance to make a real difference in the lives of our clients, helping them achieve their financial goals and secure their financial futures.
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Wealth Management Advisor
3 weeks ago
Montreal, Quebec, Canada Banque Scotia Full timeShape Financial Futures at Banque Scotia We are seeking a dedicated and passionate Wealth Management Advisor to join our team of financial experts. In this role, you will have the opportunity to make a real difference in the lives of our clients by providing personalized financial guidance and helping them achieve their long-term goals. As a Wealth...
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Wealth Management Advisor
4 weeks ago
Montreal, Quebec, Canada TD Bank Full timeJob Title: Wealth Management AdvisorCompany: TD BankAt TD Bank, we pride ourselves on delivering exceptional wealth management and estate planning services. Our approach is thorough and tailored, ensuring we uncover the unique objectives of each client to provide bespoke advice, solutions, and services.The Wealth Management team recognizes that assisting...
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Wealth Advisor
7 days ago
Montreal, Quebec, Canada Fidelity Investments Full timeAbout Fidelity InvestmentsFidelity Investments is a leading financial services company that has been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients.Our Company...
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Wealth Advisor
6 days ago
Montreal, Quebec, Canada Fidelity Investments Full timeAbout Fidelity InvestmentsFidelity Investments is a leading financial services company that has been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients.Our Company...
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Wealth Advisor
2 days ago
Montreal, Quebec, Canada Fidelity Investments Full timeAbout Fidelity InvestmentsFidelity Investments is a leading financial services company that has been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients.As a...
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Wealth Advisor
3 days ago
Montreal, Quebec, Canada Fidelity Investments Full timeAbout Fidelity InvestmentsFidelity Investments is a leading financial services company that has been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients.As a...
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Wealth Advisor
1 week ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly skilled Private Wealth Advisor to join our Commercial & Private Banking 1859 team at Banque Nationale du Canada. As a Private Wealth Advisor, you will play a key role in providing exceptional financial planning and wealth management services to our high net worth clients.Key ResponsibilitiesDevelop and Grow Client...
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Investment Solutions Specialist
1 week ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Advisor to join our team at Banque Nationale du Canada. As a key member of our Investment Solutions and Portfolio Management team, you will provide expert support to our wealth advisors, helping them to deliver exceptional client experiences and drive business growth.Key ResponsibilitiesProvide...
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Junior Wealth Management Advisor
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timePosition Overview:As a Junior Wealth Management Advisor, you will be part of a dynamic team dedicated to providing exceptional financial services to high-net-worth individuals. About Scotiabank:Scotiabank is recognized as one of the largest financial institutions globally and stands out as Canada's most internationally diverse bank. Our commitment to...
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Experienced Investment Advisor
5 days ago
Montreal, Quebec, Canada Nour Private Wealth Full timeJob DescriptionJob Title: Experienced Investment AdvisorJob Summary:Nour Private Wealth is seeking an experienced investment advisor to join our team of financial services professionals. As an investment advisor, you will be responsible for providing high-quality investment advice and services to our clients.Key Responsibilities:Provide investment advice and...
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Experienced Investment Advisor
5 days ago
Montreal, Quebec, Canada Nour Private Wealth Full timeJob DescriptionJob Title: Experienced Investment AdvisorJob Summary:Nour Private Wealth is seeking an experienced investment advisor to join our team of financial services professionals. As an investment advisor, you will be responsible for providing high-quality investment advice and services to our clients.Key Responsibilities:Provide investment advice and...
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Wealth and Retirement Advisor
6 days ago
Montreal, Quebec, Canada Société Financière Manuvie Full timeAbout the RoleSociété Financière Manuvie is seeking a highly skilled and motivated Wealth and Retirement Advisor to join our team. As a key member of our advisory group, you will be responsible for providing expert financial guidance and advice to clients across various wealth spectrums.Key ResponsibilitiesClient Service: Provide exceptional client...
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Wealth and Retirement Advisor
7 days ago
Montreal, Quebec, Canada Société Financière Manuvie Full timeAbout the RoleSociété Financière Manuvie is seeking a highly skilled and motivated Wealth and Retirement Advisor to join our team. As a key member of our advisory group, you will be responsible for providing expert financial guidance and advice to clients across various wealth spectrums.Key ResponsibilitiesClient Service: Provide exceptional client...
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Wealth Management Advisor
5 days ago
Montreal, Quebec, Canada National Bank of Canada Full timeAbout the RoleJob Summary:We are seeking a highly skilled and experienced Wealth Management Advisor to join our team at the National Bank of Canada. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our high net worth clients.Key Responsibilities:Develop...
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Wealth Management Advisor
5 days ago
Montreal, Quebec, Canada National Bank of Canada Full timeAbout the RoleJob Summary:We are seeking a highly skilled and experienced Wealth Management Advisor to join our team at the National Bank of Canada. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our high net worth clients.Key Responsibilities:Develop...
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Senior Wealth Management Advisor
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 197060 Join a purpose-driven team dedicated to achieving results within an inclusive and high-performing culture. Job Purpose: Financial Planning is an essential service offered to clients of Scotia Wealth Management. The Senior Total Wealth Planner is tasked with delivering comprehensive financial planning guidance and support to affluent...
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Wealth Management Consultant
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJoin Our Team as a Wealth Management ConsultantNational Bank Financial is seeking a dedicated professional to enhance our Wealth Management division.As a Wealth Management Consultant, you will play a crucial role in:Supporting Wealth Advisors: Collaborate with our wealth advisors and their teams to deepen their understanding of our offerings.Enhancing Client...
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Sales Associate
3 days ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the Role:We are seeking a highly motivated and organized Sales Associate to join our team at Aviso Wealth. As a Sales Associate, you will play a key role in supporting our sales team in achieving their targets and providing exceptional customer service to our clients.Key Responsibilities:Assist in scheduling and confirming meetings with Investment...
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Sales Associate
2 days ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout the Role:We are seeking a highly motivated and organized Sales Associate to join our team at Aviso Wealth. As a Sales Associate, you will play a key role in supporting our sales team in achieving their targets and providing exceptional customer service to our clients.Key Responsibilities:Assist in scheduling and confirming meetings with Investment...
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Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeBecome an integral part of the Wealth Management division at Banque Nationale du Canada as a Wealth Management Associate, where your skills in collaboration and client relations will shine. In this position, you will support wealth advisors in delivering exceptional service that significantly enhances client satisfaction. Facilitate effective communication...