Wealth Management Consultant
2 weeks ago
At National Bank, we're on a mission to have a positive impact on people's lives. As a Wealth Management Consultant in our Commercial & Private Banking 1859 team, you'll play a crucial role in achieving this goal.
About the RoleWe're looking for an experienced professional to join our team as a Wealth Management Consultant. In this role, you'll act as a trusted financial advisor to high net worth clients, providing personalized advice and guidance to help them achieve their financial goals.
Your Key Responsibilities-
Senior Sales Director
4 weeks ago
Montreal, Quebec, Canada IG Wealth Management Full timeIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. Our vision is to inspire financial confidence by providing a broad range of financial planning and investment management services to help Canadians meet their financial goals.About IG Wealth ManagementWe are...
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Wealth Management Consultant
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeA fulfilling career as a Private Wealth Advisor in the Commercial & Private Banking team means acting as a trusted financial specialist for high-net-worth clients. This role allows you to make a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your...
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Internship Opportunity in Financial Planning
4 weeks ago
Montreal, Quebec, Canada IG Wealth Management Full timeAbout the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...
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Consultant Senior en Fonds Communs de Placement
4 weeks ago
Montreal, Quebec, Canada Aviso Wealth Full timePosteL'entreprise Aviso Wealth recherche un consultant senior en fonds communs de placement pour rejoindre son équipe. Le candidat idéal possèdera une bonne compréhension des placements dans les fonds communs de placement et disposera d'une expérience de 5 à 10 ans dans le secteur.Résultats attendusLe consultant senior sera responsable...
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Montreal, Quebec, Canada National Bank Full timeWe are seeking a highly skilled and experienced Financial Planning Consultant to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in helping clients achieve their financial goals.Job SummaryThe Financial Planning Consultant will be responsible for assessing and identifying clients' financial...
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Wealth Management Banking Specialist
4 weeks ago
Montreal, Quebec, Canada NBC Full timeJob DescriptionWe are seeking an experienced Wealth Management Banking Specialist to join our team at NBC. This is a challenging and rewarding role that requires strong analytical and communication skills.As a Wealth Management Banking Specialist, you will be responsible for providing banking services to high net worth individuals and families. You will work...
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Wealth Management Solutions Sales Specialist
4 weeks ago
Montreal, Quebec, Canada Recrute Action Full timeJob OverviewWe are seeking a highly skilled Wealth Management Solutions Sales Specialist to join our team at RecruitAction. In this role, you will focus on promoting wealth management solutions to financial advisors, building strong relationships, and driving sales growth.Estimated Salary: $44-$47 per hour based on experience.Key Responsibilities:• Conduct...
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Senior Mutual Funds Trader
1 week ago
Montreal, Quebec, Canada Aviso Wealth Full timeAbout Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...
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Montreal, Quebec, Canada Aviso Wealth Full timeDescription du posteNous recherchons un consultant en ressources humaines expérimenté pour rejoindre notre équipe de Personnel et culture.Compétences requisesÉtudes postsecondaires en administration ou en commerce, avec une spécialisation en RHAu moins deux ans d'expérience en tant que coordinateur(trice) ou administrateur(trice) des RHSolide...
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Wealth Management Professional
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob OverviewWe are seeking a highly skilled and motivated Wealth Management Professional to join our team at Scotiabank.About the RoleThe successful candidate will be responsible for providing exceptional client service, managing client relationships, and delivering tailored wealth management solutions.Key ResponsibilitiesProvide personalized service to...
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Wealth Management Advisor
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Wealth Management AdvisorJoin the Royal Bank of Canada team as a Wealth Management Advisor, where you'll have the opportunity to make a meaningful impact on clients' financial lives.About the RoleWe're seeking an experienced Financial Planner with a passion for holistic financial planning to join our team. As a Wealth Management...
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Executive Consultant
6 days ago
Montreal, Quebec, Canada Aon Full timeUnlock Your Potential as an Executive Consultant at AonAre you a results-driven professional seeking a challenging role that offers opportunities for growth and development? Look no further than Aon, a global leader in the industry. As an Executive Consultant - Canada Wealth Solutions, you will be part of a dynamic team that empowers clients to make informed...
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Wealth Management Specialist
1 week ago
Montreal, Quebec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full timeGestion de patrimoine Diligence - Patrimoine Manuvie is seeking a skilled Wealth Management Specialist for our offices in Montreal and Quebec City.Compensation: $60,000 - $80,000 per year, based on performance.Job DescriptionWe are expanding our team and looking for motivated individuals to advance in the field of wealth management. As a Wealth Management...
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Wealth Management Strategist
4 weeks ago
Montreal, Quebec, Canada Desjardins Full timeAt Desjardins, we're seeking a skilled Wealth Management Strategist to join our team. As a key member of our wealth management team, you'll be responsible for developing and maintaining business relationships with high-net-worth individuals and families.Key Responsibilities:Maintain high-quality personalized business relationships to maximize the potential...
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Consultant en placements senior
1 week ago
Montreal, Quebec, Canada Aviso Wealth Full timeÀ propos de l'entreprise">Aviso Wealth est un fournisseur leader de services de gestion de patrimoine et de placement pour le secteur financier canadien. Nous bâtissons un écosystème complet de services de gestion de patrimoine à la fine pointe de la technologie et axé sur les clients.">Nos clients comprennent nos partenaires, les conseillers et...
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Wealth Management Leadership Expert
1 day ago
Montreal, Quebec, Canada National Bank Full timeCompany OverviewNational Bank Financial – Wealth Management is a leading provider of wealth management solutions. Our team of experts is dedicated to supporting advisors in their growth and success.
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Wealth Management Leadership Expert
6 days ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeWe are seeking a highly skilled Director, Data Intelligence to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will act as a business coach and guide for wealth management advisors, driving their growth and success.Your Role:Coach and Mentor: Support wealth management advisors in improving their...
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Strategic Wealth Manager
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAs a Strategic Wealth Manager at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients in the assigned market...
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Wealth Management Development Professional
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeGrow with ScotiabankIn this role, you will embark on a 5-month salaried program as a Private Banking Associate. Our focus is on building core credit underwriting and relationship management skills in a fast-paced environment.This opportunity is ideal for sales and entrepreneurial-minded individuals seeking a career in credit-focused banking.About the...
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Wealth Management Associate Role
4 weeks ago
Montreal, Quebec, Canada NBC Full timeWealth Management AssociateAt NBC, we're committed to delivering exceptional client experiences and building long-term relationships. As a Wealth Management Associate, you'll play a vital role in supporting our investment advisors and driving business growth.Key Responsibilities:Develop strong communication skills to effectively collaborate with clients,...