Current jobs related to Wealth Advisor - SaintHyacinthe, Quebec - NOLK

  • Insurance Business Development Specialist

    3 days ago

    Saint-Hyacinthe, Quebec, Canada iA Financial Group Full time

    Company OverviewiA Financial Group is a leading financial services company with over 10,000 employees and more than five million clients. We offer insurance, savings, and wealth management solutions to individuals and businesses in Canada and the United States.Job DescriptionThe primary focus of this role is to ensure timely and efficient processing of life...

  • Financial Security Advisor, Insurance

    6 days ago

    Saint-Hyacinthe, Quebec, Canada Royal Bank of Canada> Full time

    We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC...

  • Insurance New Business Processor

    5 days ago

    Saint-Hyacinthe, Quebec, Canada iA Financial Group Full time

    About the Role\This position supports our insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses. Our team is dedicated to delivering a positive and value-added experience for advisors, while maintaining PPI's service standards.\Key Responsibilities\\Process new business applications ensuring...

  • Administrative Support Specialist Insurance

    5 days ago

    Saint-Hyacinthe, Quebec, Canada iA Financial Group Full time

    About the Company\iA Financial Group is a leading provider of insurance, savings, and wealth management solutions to individuals and organizations across Canada and the United States.\Job Description\In this key role, you will be responsible for ensuring seamless processing of new business applications from submission to commission. Your exceptional...

  • New Business Administrator

    5 days ago

    Saint-Hyacinthe, Quebec, Canada iA Financial Group Full time

    - Other Possible Location(s): Brossard, Quebec- Job category: Not Evaluated (Job Family)PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and...

  • Workplace Service Professional

    2 weeks ago

    Saint-Hyacinthe, Quebec, Canada iA Financial Group Full time

    Job category: Not Evaluated (Job Family)PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their...

  • Workplace Service Professional

    6 days ago

    Saint-Hyacinthe, Quebec, Canada iA Financial Group Full time

    - Job category: Not Evaluated (Job Family)PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their...

  • Technical Business Solutions Specialist

    4 hours ago

    Saint-Hyacinthe, Quebec, Canada ALLTECH CONSULTING SVC INC Full time

    We're Looking for a Technical Business Solutions Specialist:This role is part of the Wealth Management Monitoring Department, within ALLTECH CONSULTING SVC INC. The team supports Risk and Compliance divisions with tools and applications to assist them with their task of monitoring Financial Advisor's compliance with the Firm's policies and procedures.As a...

  • Business Analyst

    8 hours ago

    Saint-Hyacinthe, Quebec, Canada ALLTECH CONSULTING SVC INC Full time

    About the Role:The Financial Services Data Strategist will be part of the Wealth Management Monitoring Department, supporting Risk and Compliance divisions with tools and applications to monitor Financial Advisors' compliance with firm policies.As a Business Analyst/Data Analyst, you will provide business analysis, project management, and data analysis...

  • Financial Controller

    1 week ago

    Saint-Hyacinthe, Quebec, Canada NOLK Full time

    This role is responsible for representing TD Wealth in the HNW and UHNW segment by 1) acting as a PB Relationship Manager (RM) for UHNW (FO) families and focusing on client product/solution fulfillment, 2) cultivating HNW referral opportunities while ensuring a legendary client experience.CUSTOMERDevelop a pipeline and acquire new HNW clients through...

  • Business Advisor-Saint-Bruno, QC

    5 days ago

    Saint-Bruno-de-Montarville, Quebec, Canada Scotiabank Full time

    Requisition ID: 221708Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you'll be doing…Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...

  • Senior Operation Agent

    11 hours ago

    Côte-Saint-Luc, Quebec, Canada National Bank Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.Your job:Warmly welcome clients to the branch and direct them to the...

  • Wealth Associate

    2 weeks ago

    Saint Andrews, Canada Impact Wealth Full time

    If you are passionate about helping others while making positive change, we’d love to hear from you. At Impact Wealth, we help clients navigate life’s most important financial decisions. As a leading independent wealth advisory firm, we primarily support successful entrepreneurs and families in Atlantic Canada. Our holistic **360° ImpactTM process**...

  • Associate Advisor

    2 weeks ago

    Saint-leonard, Canada Manulife Wealth Inc. Full time

    **Company Overview**: Manulife Wealth is dedicated to providing comprehensive wealth management services. We are seeking an Associate Advisor to join our team, focused on supporting our clients and enhancing their financial well-being through precise and dedicated service. As an Associate Advisor, you will support a Senior Investment Advisor in managing...

  • Wealth Management Advisor

    2 days ago

    Saint-Hyacinthe, Canada Desjardins Full time

    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...

  • Wealth Management Advisor

    3 weeks ago

    Saint-Laurent, Canada Desjardins Full time

    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...

  • Wealth Management Advisor

    2 weeks ago

    Saint-Georges, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. 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...

  • Wealth Management Associate

    6 hours ago

    Centre-du-Québec-Est (Saint-Valère), Canada National Bank Full time

    A career as a Client Relationship Manager at National Bank will give you the opportunity to develop strong relationships with clients and colleagues alike. In this role, you will help wealth advisors stand out by offering exceptional customer service that has a positive, long-term impact on our clients.Your job will involve ensuring effective communication...

  • Wealth Management Associate

    11 hours ago

    Saint-Gabriel-de-Brandon, Canada National Bank Full time

    Bilingual Client AdvisorThe Bilingual Client Advisor plays a key role in providing personalized support to our French and English-speaking clients. This includes assisting wealth advisors in developing and executing customized investment strategies, ensuring seamless execution of transactions, and maintaining accurate records of client interactions.Key...

  • Wealth Management Assistant

    3 weeks ago

    Saint-Georges, Canada National Bank of Canada Full time

    **Primary Locations**:Saint-Georges, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Temporary**: **Timeframe**:12 months**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management...

  • Wealth Associate

    2 weeks ago

    Saint-Georges, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. 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**: - Support investment advisors in...

  • Wealth Management Advisor

    3 days ago

    Saint-Lambert, Canada Desjardins Full time

    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...

  • Wealth Management Advisor

    9 hours ago

    Saint-Luc, Canada Desjardins Full time

    As a wealth management advisor at Caisse d'économie Desjardins de la Métallurgie et des Produits forestiers - Saguenay-Lac Saint-Jean, 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...

  • Wealth Management Associate

    2 weeks ago

    Mont-Saint-Hilaire, Canada National Bank of Canada Full time

    **Primary Locations**:Mont-Saint-Hilaire, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve...

  • Wealth Management Advisor

    2 weeks ago

    Saint-Lin--Laurentides, Canada Desjardins Full time

    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...

  • Wealth Management Specialist

    7 days ago

    Saint-Laurent, NB, Canada Capital Markets Advisors LLC Full time

    Job Description:We are seeking a seasoned Investment Advisor to join our team as a Financial Advisor Manager. In this role, you will be responsible for selling the firm's portfolio management services to high net worth and ultra-high net worth clients. This is a highly consultative sales position that requires strong relationship-building skills and the...

  • Wealth Management Associate

    3 weeks ago

    Saint-Georges, Canada National Bank of Canada Full time

    **Primary Locations**:Saint-Georges, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Temporary**: **Timeframe**:12 months**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management...

  • Wealth Management Advisor

    3 days ago

    Saint-Jean-sur-Richelieu, Canada Desjardins Full time

    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...

  • Advisor Wealth Junior

    2 weeks ago

    Saint-leonard, Canada Placements Manuvie Incorporée Manulife Securities Incorporated Full time

    **À propos de nous**: Chez **CCR Placement Manuvie**, nous croyons fermement en l’importance de permettre à nos clients de prendre en main leur avenir financier. Depuis des décennies, nous offrons des solutions d'investissement innovantes aux Canadiens et sommes fiers de soutenir nos clients avec des services personnalisés de gestion de patrimoine à...

  • Wealth Management Associate

    3 days ago

    Mont-Saint-Hilaire, Canada National Bank of Canada Full time

    **Primary Locations**:Mont-Saint-Hilaire, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve...

  • Personal Banking Advisor

    2 hours ago

    Centre-du-Québec-Est (Saint-Valère), Canada National Bank Full time

    Are you looking for a challenging role that allows you to make a real difference in people's lives? As a Personal Banking Advisor at National Bank, you will have the opportunity to provide expert guidance and support to our clients, helping them achieve their financial goals.Your responsibilities will include ensuring adherence to compliance and risk...

  • Financial Advisor Manager

    1 week ago

    Saint-Laurent, NB, Canada Capital Markets Advisors LLC Full time

    Company Overview:Capital Markets Advisors LLC is a boutique staffing and consultancy firm specializing in the placement of high net worth and ultra-high net worth clients with top-performing wealth management firms. Our expertise lies in identifying and connecting talented investment advisors with prestigious clients.Sales Role Overview:This Outside Sales...

Wealth Advisor

1 week ago

SaintHyacinthe, Quebec, Canada NOLK Full time

We are seeking a highly skilled professional with minimum 7-10 years of experience in providing banking and credit services to join our team as a Financial Controller. The ideal candidate will have a proven ability to identify banking, wealth, and commercial opportunities for referral and fulfillment with other lines of business.

Responsibilities:
  • Develop and maintain a pipeline of new business opportunities through internal and external sources.
  • Apply deep knowledge of banking and credit products, services, and processes to provide expert advice to clients.
  • Promote and offer full suite of products, sales, services, and banking capabilities to clients.
  • Work closely with Business Banking partners to integrate on business development activities and events.

The successful candidate will possess strong product knowledge across all asset classes, enabling wholesome discussions on various wealth topics. They will also be able to build deep relationships with HNW clients and establish HNW relationships with Private Banking and Private Wealth.