Wealth Management Professional
6 days ago
We are seeking a highly skilled Senior Wealth Management Advisor to join our team at Desjardins. As a key member of our wealth management team, you will be responsible for serving, soliciting, and developing business relationships with mass-affluent clients.
Key ResponsibilitiesMaintain high-quality, personalized business relationships to maximize the potential of existing clients.
Analyze client needs and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
Recommend strategies and solutions to senior advisors when developing plans.
Monitor market movements and trends likely to influence client investments.
Participate in a range of promotional activities, including speaking events, information sessions, and other special events.
Competitive salary and annual bonus
Four weeks of flexible vacation starting in the first year
Defined benefit pension plan providing predictable, stable income throughout retirement
Group insurance, including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Bachelor's degree in a related field
A minimum of six years of relevant experience
CIRO's registration as Registered Representative
Knowledge of French is required
Key Competencies
Communicates effectively
Drive results
Interpersonal Savvy
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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Wealth Services Coordinator, Multilingual
7 days ago
Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Wealth Services Coordinator, Multilingual
6 days ago
Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Wealth Management Professional
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Québec, Quebec, Canada National Bank Full timeAbout the Role: We are seeking a highly skilled and motivated 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 and driving business growth. Key Responsibilities: Client Communication: Ensure effective communication with clients,...
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Associate - Wealth Management Professional
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Québec, Quebec, Canada National Bank Full timeAbout the Role: We are seeking a highly skilled and motivated 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 and driving business growth. Key Responsibilities: Client Communication: Ensure effective communication with clients,...
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Associate - Wealth Management Professional
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Associate - Wealth Management Professional
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'emploiIG Wealth Management est une société financière diversifiée qui offre des services de planification financière et de placement pour aider les Canadiens à atteindre leurs objectifs financiers. Nous sommes à la recherche d'un administrateur principal ou d'une administratrice principale pour rejoindre notre...
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'emploiIG Wealth Management est une société financière diversifiée qui offre des services de planification financière et de placement pour aider les Canadiens à atteindre leurs objectifs financiers. Nous sommes à la recherche d'un administrateur principal ou d'une administratrice principale pour rejoindre notre...
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Québec, Quebec, Canada IG Wealth Management Full timeJob Summary:This position will be responsible for completing the settlement processing for all deceased client's assets at IGM Wealth Management. The individual should be a strong team player who enjoys and excels working in a challenging, and fast-paced environment. The individual will be comfortable working on multiple applications and handling all account...
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Québec, Quebec, Canada IG Wealth Management Full timeJob Summary:This position will be responsible for completing the settlement processing for all deceased client's assets at IGM Wealth Management. The individual should be a strong team player who enjoys and excels working in a challenging, and fast-paced environment. The individual will be comfortable working on multiple applications and handling all account...
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Associate - Wealth Management Professional
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Associate - Wealth Management Professional
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'entrepriseIG Wealth Management est l'une des principales sociétés de gestion de patrimoine et d'actifs au Canada. Nous offrons une gamme complète de services de planification financière et de placement pour aider nos clients à atteindre leurs objectifs financiers.Le rôleNous sommes à la recherche d'un administrateur...
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'entrepriseIG Wealth Management est l'une des principales sociétés de gestion de patrimoine et d'actifs au Canada. Nous offrons une gamme complète de services de planification financière et de placement pour aider nos clients à atteindre leurs objectifs financiers.Le rôleNous sommes à la recherche d'un administrateur...
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RESP Administration Specialist
4 weeks ago
Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM Client Services Operations Location: Montreal, Winnipeg or Toronto IGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive array of financial planning and investment management...
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Coordinator for RESP Operations
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Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM Client Services Operations Location: Montreal, Winnipeg or Toronto IGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, managing approximately $271 billion in total assets. Our organization offers a comprehensive array of financial planning and investment management services aimed at...
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RESP Program Coordinator
4 weeks ago
Québec, Quebec, Canada IG Wealth Management Full timeDivision: IGM Client Services Operations Location: Montreal, Winnipeg or Toronto IGM Financial Inc. stands as one of Canada's foremost diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. The organization offers a comprehensive array of financial planning and investment management...
