Financial Services Advisor in Investments and Wealth Management

**National Bank Financial - Wealth Management: A Leading Investment Dealer in Canada**OverviewNational Bank Financial – Wealth Management is one of Canada's top investment dealers, with over 1,000 experienced Investment Advisors across more than 100 branches. We have helped more than 400,000 clients achieve their financial goals.If you are analytical and...

We are seeking a skilled Wealth Management Advisor to join our team at Desjardins. In this role, you will be responsible for developing and maintaining lasting relationships with clients, ensuring their financial needs are met.About the RoleYou will work closely with clients to understand their financial situations and provide personalized advice on...

About the RoleWe are seeking a skilled Strategic Wealth Management Advisor to join our team in Quebec. As a key member of our Financial Planning and Advice team, you will play a crucial role in providing comprehensive financial planning and wealth management solutions to our high net worth clients.This is an exciting opportunity for a results-driven...

About MD Financial ManagementMD Financial Management is a leading provider of investment management and wealth planning services.Salary Range:$80,000 - $120,000 per yearJob Description:This role involves working closely with clients to understand their financial goals and objectives, and providing tailored investment solutions to meet their needs.Key...

About the RoleWe are seeking a skilled Financial Services Advisor to join our team in wealth management. As a key member of our advisory team, you will be responsible for developing and maintaining strong relationships with clients to provide them with tailored financial solutions.ResponsibilitiesAdvise clients on investment strategies and work closely with...

Job DescriptionNational Bank Financial – Wealth Management is a leading investment dealer in Canada, with over 1,000 Investment Advisors serving more than 400,000 clients across the country.Key Responsibilities:Client Needs Assessment: Assess and identify clients' financial planning needs, proposing tailored solutions to meet their objectives.Financial...

Company Overview:National Bank Financial – Wealth Management is a leading investment dealer in Canada, serving over 400,000 clients through its network of almost 1,000 Investment Advisors across more than 100 branches.About the Role:We are seeking a highly analytical and finance-savvy Senior Wealth Management Analyst to join our team. This key position...

Position SummaryThis position is responsible for processing the settlement of deceased clients' assets at IG Wealth Management. The successful candidate will be a strong team player who excels in fast-paced environments and can handle multiple applications, various account types, and different products such as Mutual Funds, GICs, Stocks, and Bonds.Duties...

Job SummaryWe are seeking a highly motivated Compliance Manager - Investment and Mutual Funds to join our team at IG Wealth Management.About the RoleConduct tier 1 supervision activities, including reviewing daily and monthly trading, account opening, and KYC updates.Support registrants in resolving compliance issues with regulatory guideline interpretation...

Company OverviewNational Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of more than 400,000 clients across about 100 branches.Job DescriptionWe are seeking a Wealth Management Support Specialist to join our team. In this role, you will have the...

National Bank, one of Canada's leading financial institutions, is seeking a highly skilled Wealth Management Financial Analyst to join its team in Quebec City.As a Senior Analyst in Wealth Management, you will play a key role in assisting investment advisors in providing exceptional client service and driving business growth.The ideal candidate will have a...

We are building a relationship-oriented bank for the modern world. Our Financial Planning and Advice team offers comprehensive financial planning and specialized wealth planning strategies to our high net worth clients.About the RoleAs a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that...

At IGM Financial, we are one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. Our company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.We have a unique business model...

Job SummaryWe are seeking a highly skilled Expert Wealth Strategist to join our team at National Bank Financial (NBF). This role primarily involves providing expertise and support to NBF clients and Investment Advisors (IAs) with their wealth management needs.About the RoleBecome one of the key references in wealth strategy for the client advisory team of...

Job OverviewWe are seeking a highly skilled Senior Legal Counsel to join our Legal Services team, supporting our subsidiary, iA Global Asset Management (iAGAM), one of Canada's largest asset managers, with over $100 billion in assets under management.Responsibilities include:Providing legal support to iAGAM teams responsible for investment in debt, real...

At National Bank Financial – Wealth Management, we're Canada's fifth-largest investment dealer with nearly 1,000 Investment Advisors in over 100 branches helping more than 400,000 clients manage their assets. If you're analytical and passionate about finance, you might be the perfect fit for our team as a Financial Planning Strategist.Key...

Wealth Management ConsultantbeBee Professionals is seeking a skilled Wealth Management Consultant to provide financial advice and services to clients. Key responsibilities include portfolio management, retirement planning, and estate planning.The ideal candidate should have a Bachelor's degree in finance, accounting, or a related field, as well as a minimum...

Job OverviewWe are seeking a seasoned Senior Wealth Management Specialist to join our team at National Bank. This is a permanent, full-time position based in Quebec City, Quebec.Job DescriptionAs a Senior Wealth Management Specialist, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions....

Job SummaryThis role is an integral part of our Wealth Management Services team, working closely with Investment Advisors to provide consulting services to their clients. These services are implemented in coordination with the clients' tax and legal professionals, enabling RBC advisors to deliver a level of integrated wealth management previously only...

Job SummaryThis is a unique opportunity to leverage your expertise as a senior wealth management advisor and develop high-quality business relationships with mass-affluent clients. You will provide personalized advice and guidance on investment and financial plan strategies, ensuring sound risk and compliance management.Responsibilities:Maintain exceptional...