Wealth Management Professional
1 month ago
We are seeking a highly skilled and motivated individual to join our team as a Wealth Management professional. As a key member of our team, you will be responsible for providing exceptional client service and support in the areas of taxation, financial planning, and investment management.
Key Responsibilities:- Prepare and analyze tax returns, ensuring compliance with all relevant regulations and laws.
- Provide expert advice on financial planning and investment strategies to clients.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Stay up-to-date with industry trends and developments, applying this knowledge to provide innovative solutions to clients.
- Collaborate with cross-functional teams to ensure seamless delivery of services to clients.
- Post-secondary education in a relevant field, such as finance, accounting, or business.
- Strong analytical and problem-solving skills, with the ability to think critically and creatively.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- A dynamic and supportive work environment, with opportunities for growth and development.
- A competitive salary and benefits package, including health and dental insurance, retirement savings plan, and paid time off.
- The chance to work with a leading financial institution, making a real impact on the lives of our clients.
At Scotiabank, we value diversity and inclusion, and are committed to creating a workplace that is welcoming and inclusive for all employees. If you are a motivated and talented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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Wealth Management Professional
2 days ago
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Corporate Channel Securities Advisor
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Financial Planning Internship
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Senior Financial Planning Director
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Montreal, Quebec, Canada IG Wealth Management Full timeAbout the Role: IG Wealth Management is seeking a highly skilled and experienced District Vice-President to lead our team in Quebec and Atlantic Canada. This role requires a strong understanding of our products and services, as well as excellent communication and sales skills. Key Responsibilities:Provide exceptional service to IG Wealth Management...
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Wealth Management Professional
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Wealth Management ProfessionalScotiabank is seeking a highly motivated and detail-oriented Wealth Management Professional to join our team. As a key member of our Operations department, you will play a critical role in ensuring the success of our business strategies and objectives.Key Responsibilities:Contribute to the overall success of the...
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Wealth Management Professional
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Wealth Management ProfessionalScotiabank is seeking a highly motivated and detail-oriented Wealth Management Professional to join our team. As a key member of our Operations department, you will play a critical role in ensuring the success of our business strategies and objectives.Key Responsibilities:Contribute to the overall success of the...
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Global Wealth Management Professional
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Wealth Management Professional
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Wealth Management Professional to join our Client Implementation team. As a key member of our team, you will be responsible for account off-boarding, custodial changes, account transfers, monthly and quarterly reporting, client portal setup, and other administrative tasks.Key...
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IT Asset Manager for Wealth Management
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Montreal, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a vital role in providing exceptional customer service and supporting our wealth advisors in their business development.Key ResponsibilitiesEnsure effective communication between...
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Regional Manager, MD Wealth
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Montreal, Quebec, Canada MD Financial Management Full timeJob Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...
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Regional Manager, MD Wealth
1 month ago
Montreal, Quebec, Canada MD Financial Management Full timeJob Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...
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Associate - Wealth Management
1 month ago
Montreal, Quebec, Canada Banque Nationale Full timeJoin Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...
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Associate - Wealth Management
1 month ago
Montreal, Quebec, Canada Banque Nationale Full timeJoin Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...
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Global Wealth Management Professional
2 weeks ago
Montreal, Quebec, Canada Manulife Full timeProgram OverviewThe Global Wealth and Asset Management (GWAM) Operations organization is comprised of several business units. The Performance & Reporting team is responsible for delivering timely, consistent, and high-quality performance measurement, attribution, and analytics services. This team leads the transformation to ensure data is leveraged and...
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Wealth Management Associate
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service.Key Responsibilities:Provide exceptional customer service to clients, both in person and over the phoneAssist wealth...
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Wealth Management Advisor
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and experienced professional to join our team as an Associate Wealth Advisor. As a key member of our advisory team, you will play a critical role in deepening client relationships and providing sound advice and support to clients and the advisory team.Key ResponsibilitiesSupport advisory team and...
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Wealth Management Advisor
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and experienced professional to join our team as an Associate Wealth Advisor. As a key member of our advisory team, you will play a critical role in deepening client relationships and providing sound advice and support to clients and the advisory team.Key ResponsibilitiesSupport advisory team and...
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Wealth Management Professional
3 weeks ago
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