Investment Planning Advisor

4 weeks ago


Québec, Quebec, Canada beBee Professionals Full time
Wealth Management Consultant

beBee 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 of two years of experience in the financial services industry. Strong understanding of financial markets, investment products, and financial planning strategies is essential. Excellent communication and interpersonal skills are required, along with the ability to work independently and as part of a team.

The successful candidate will be offered a competitive salary and benefits package, including health and dental insurance, a 401(k) plan, and paid vacation.
  • Investment Advisor

    7 hours ago


    Québec, Quebec, Canada NBC Full time

    Role OverviewIn this dynamic role as Investment Advisor at National Bank of Canada (NBC), you will have the opportunity to create a positive impact for our clients by supporting Financial Planners in their administrative investment activities. With a strong focus on business development, you will participate in activities with clients to optimize...


  • Québec, Quebec, Canada NBC Full time

    Job SummaryAs a Senior Estate Planning Advisor at National Bank Financial, you will play a key role in supporting clients and Investment Advisors with their estate planning needs. Your expertise will be instrumental in providing high-quality expertise and services in succession, retirement, and taxation.Key ResponsibilitiesCollaborate with colleagues to...


  • Québec, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will play a crucial role in supporting our clients and Investment Advisors with their estate planning needs.Your primary responsibilities will include:Providing expert advice on estate planning...


  • Québec, Quebec, Canada PIMCO Full time

    Role OverviewWe are seeking a seasoned Account Manager, External Wholesaler, with a strong track record of building relationships with investment advisory firms in the Quebec City market. This role involves all aspects of client relationship management and drives sales through investment advisory firms.Key ResponsibilitiesMaximize territory performance and...


  • Québec, Quebec, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, driven by our purpose to help our customers achieve success.As a Senior Investment Advisor, you will play a critical role in developing and deepening client relationships by providing expert investment advice and service within the mass affluent market.You will focus on investment sales and new client...


  • Québec, Quebec, Canada beBee Professionals Full time

    BeBee Professionals is seeking an Investment Legal Advisor to enhance our team in Quebec City. The Investment Legal Advisor will provide legal guidance and support to the Investment team on various legal matters. Key Responsibilities: * Review and draft legal documents * Provide legal advice on investment transactions * Ensure compliance with applicable...


  • Québec, Quebec, Canada beBee Professionals Full time

    BeBee Professionals is seeking an Investment Legal Advisor to enhance our team in Quebec City. The Investment Legal Advisor will provide legal guidance and support to the Investment team on various legal matters. Key Responsibilities: * Review and draft legal documents * Provide legal advice on investment transactions * Ensure compliance with applicable...


  • Québec, Quebec, Canada NBC Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will play a crucial role in supporting our clients and Investment Advisors (IAs) with their estate planning needs.Your primary responsibilities will include:Providing...


  • Québec, Quebec, Canada beBee Professionals Full time

    BeBee Professionals is seeking an Investment Legal Advisor to enhance our team in Quebec City.The Investment Legal Advisor will provide legal guidance and support to the Investment team on various legal matters.Key Responsibilities:* Review and draft legal documents* Provide legal advice on investment transactions* Ensure compliance with applicable laws and...


  • Québec, Quebec, Canada beBee Professionals Full time

    BeBee Professionals is seeking an Investment Legal Advisor to enhance our team in Quebec City.The Investment Legal Advisor will provide legal guidance and support to the Investment team on various legal matters.The ideal candidate will have a Juris Doctor degree from an accredited law school and be a member in good standing of the Quebec Bar.Key...


  • Québec, Quebec, Canada beBee Professionals Full time

    BeBee Professionals is seeking an Investment Legal Advisor to enhance our team in Quebec City.The Investment Legal Advisor will provide legal guidance and support to the Investment team on various legal matters.The ideal candidate will have a Juris Doctor degree from an accredited law school and be a member in good standing of the Quebec Bar.Key...


  • Québec, Quebec, Canada beBee Professionals Full time

    BeBee Professionals is seeking an Investment Legal Advisor to enhance our team in Quebec City.The Investment Legal Advisor will provide legal guidance and support to the Investment team on various legal matters.Key Responsibilities:* Review and draft legal documents* Provide legal advice on investment transactions* Ensure compliance with applicable laws and...


  • Québec, Quebec, Canada beBee Professionals Full time

    BeBee Professionals is seeking an Investment Legal Advisor to enhance our team in Quebec City.The Investment Legal Advisor will provide legal guidance and support to the Investment team on various legal matters.Key Responsibilities:* Review and draft legal documents* Provide legal advice on investment transactions* Ensure compliance with applicable laws and...


  • Québec, Quebec, Canada beBee Professionals Full time

    BeBee Professionals is seeking an Investment Legal Advisor to enhance our team in Quebec City.The Investment Legal Advisor will provide legal guidance and support to the Investment team on various legal matters.Key Responsibilities:* Review and draft legal documents* Provide legal advice on investment transactions* Ensure compliance with applicable laws and...


  • Québec, Quebec, Canada beBee Professionals Full time

    Job DescriptionJob Title: Investment Legal AdvisorAbout beBee Professionals: We are a dynamic and innovative company that provides expert legal services to businesses and individuals.Job Summary: We are seeking a highly skilled Investment Legal Advisor to join our team in Quebec City.Key Responsibilities:Provide legal advice and guidance to the Investment...


  • Québec, Quebec, Canada beBee Professionals Full time

    Job DescriptionJob Title: Investment Legal AdvisorAbout beBee Professionals: We are a dynamic and innovative company that provides expert legal services to businesses and individuals.Job Summary: We are seeking a highly skilled Investment Legal Advisor to join our team in Quebec City.Key Responsibilities:Provide legal advice and guidance to the Investment...


  • Québec, Quebec, Canada beBee Professionals Full time

    The Investment Legal Advisor will be responsible for providing legal advice and guidance to the Investment team on a variety of legal matters. The successful candidate will be expected to review and draft legal documents, provide legal advice on investment transactions, and ensure compliance with applicable laws and regulations. The ideal candidate should...


  • Québec, Quebec, Canada National Bank of Canada Full time

    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...


  • Québec, Quebec, Canada beBee Professionals Full time

    We are seeking a highly skilled Investment Legal Advisor to join our team in Quebec City. The successful candidate will be responsible for providing legal advice and guidance to the Investment team on a variety of legal matters. The ideal candidate should have a Juris Doctor degree from an accredited law school and be a member in good standing of the Quebec...


  • Québec, Quebec, Canada PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...