Current jobs related to Wealth Management Professional - Montreal, Quebec - Gestion de patrimoine Diligence - Patrimoine Manuvie

  • Wealth Management Professional

    1 day ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job 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...

  • Wealth Management Professional

    5 days ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job DescriptionWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing personalized advice and solutions to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct financial needs assessments to identify clients' financial goals and...

  • Corporate Channel Securities Advisor

    4 weeks ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    Exciting Opportunity at IG Wealth ManagementWe are seeking motivated individuals to join our team of Corporate Employed Advisors. As a Securities Licensed Advisor, you will be responsible for providing expert advice to clients and growing our business in the Quebec region.Key Responsibilities:Provide exceptional client service and build strong relationships...

  • Financial Planning Internship

    4 weeks ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    Unlock Your Potential as a Financial PlannerAre you a university student looking for a challenging and rewarding internship opportunity? Do you have a passion for financial planning and a desire to learn from the best in the industry? If so, we invite you to apply for our Financial Planning Internship program at IG Wealth Management.About the InternshipAs a...

  • Senior Sales Director

    4 days ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    IG 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...

  • Senior Financial Planning Director

    1 week ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    About the Role: IG Wealth Management is seeking a highly skilled and experienced District Vice-President to lead our team in Quebec and Atlantic Canada. This role requires a strong understanding of our products and services, as well as excellent communication and sales skills. Key Responsibilities:Provide exceptional service to IG Wealth Management...

  • Wealth Management Professional

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Wealth Management ProfessionalScotiabank is seeking a highly motivated and detail-oriented Wealth Management Professional to join our team. As a key member of our Operations department, you will play a critical role in ensuring the success of our business strategies and objectives.Key Responsibilities:Contribute to the overall success of the...

  • Wealth Management Professional

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Wealth Management ProfessionalScotiabank is seeking a highly motivated and detail-oriented Wealth Management Professional to join our team. As a key member of our Operations department, you will play a critical role in ensuring the success of our business strategies and objectives.Key Responsibilities:Contribute to the overall success of the...

  • Wealth Management Development Professional

    1 day ago

    Montreal, Quebec, Canada Scotiabank Full time

    Grow 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...

  • Global Wealth Management Professional

    3 weeks ago

    Montreal, Quebec, Canada Société Financière Manuvie Full time

    Step into a dynamic career with Société Financière Manuvie as a Global Wealth Management Professional. Our New Graduate opportunities empower you to make progress for yourself, our colleagues, and our customers around the globe.Program OverviewOur GWAM Ops grad program supports 8 different business units under the Operations umbrella, with locations in...

  • Wealth Management Professional

    10 hours ago

    Montreal, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank.About the RoleThis is an excellent opportunity for individuals who are passionate about providing exceptional service and advice to high net worth clients. As a Wealth Management Associate, you will be responsible for assisting private...

  • Wealth Management Professional

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Management Professional to join our Client Implementation team. As a key member of our team, you will be responsible for account off-boarding, custodial changes, account transfers, monthly and quarterly reporting, client portal setup, and other administrative tasks.Key...

  • IT Asset Manager for Wealth Management

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Unlock Your Leadership Potential in Wealth ManagementAre you a seasoned IT professional looking to take your career to the next level? Do you have a passion for coaching and leadership? We're seeking a talented individual to join our team as an IT Asset Manager in Wealth Management.About the RoleAs an IT Asset Manager, you will be responsible for managing...

  • Associate (Hybrid) - Wealth Management Professional

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a vital role in providing exceptional customer service and supporting our wealth advisors in their business development.Key ResponsibilitiesEnsure effective communication between...

  • Regional Manager, MD Wealth

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...

  • Regional Manager, MD Wealth

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...

  • Associate - Wealth Management

    1 month ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Associate - Wealth Management

    1 month ago

    Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...

  • Global Wealth Management Professional

    3 weeks ago

    Montreal, Quebec, Canada Manulife Full time

    Program OverviewThe Global Wealth and Asset Management (GWAM) Operations organization is comprised of several business units. The Performance & Reporting team is responsible for delivering timely, consistent, and high-quality performance measurement, attribution, and analytics services. This team leads the transformation to ensure data is leveraged and...

  • Wealth Management Associate

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the Role:We are seeking a highly motivated and organized 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.Key Responsibilities:Provide exceptional customer service to clients, both in person and over the phoneAssist wealth...

Wealth Management Professional

2 months ago

Montreal, Quebec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

Gestion de patrimoine Diligence - Patrimoine Manuvie is seeking a highly motivated and entrepreneurial-minded individual to join our team as a Wealth Management Advisor.

**Job Summary:**

We are looking for a skilled professional to manage client relationships, provide investment advice, and contribute to business objectives. The ideal candidate will have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

**Key Responsibilities:**

  • Meet with clients to review their investment portfolios and provide personalized advice.
  • Prospect new clients and build relationships through targeted outreach and networking.
  • Manage client relationships by understanding their financial goals and objectives, and providing tailored investment solutions.
  • Contribute to business objectives by attracting and retaining clients, and generating new business opportunities.

**Requirements:**

  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed recommendations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong time management and organizational skills, with the ability to prioritize tasks and meet deadlines.
  • Registration for the Canadian Securities Course (CSC) with CSI, or equivalent experience.
  • High school diploma required.

**What We Offer:**

  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • Competitive compensation and benefits package.
  • Opportunities for advancement and career progression.
  • Training and mentorship to support your success.