Strategic Retirement and Investment Advisor

Role OverviewAs a Strategic Investment Advisor at National Bank, you will play a key role in supporting wealth advisors in developing tailored solutions for their clients. This position requires strong analytical and communication skills, as well as the ability to work collaboratively with a team of experts.Key ResponsibilitiesAct as a key point of contact...

About the RoleWe are seeking a highly skilled Strategic Investment Advisor to join our team at National Bank Financial Wealth Management (NBFWM). As a key member of our Strategy and Investment Solutions team, you will play a crucial role in supporting our wealth advisors in delivering exceptional client experiences.Key ResponsibilitiesAct as a trusted...

Advisor Strategy and Investment SolutionsAs a key member of the National Bank Financial Wealth Management team, you will be responsible for providing expert advice and guidance to Wealth Advisors. Your role will involve:Acting as a key point of contact for Wealth Advisors, providing expert advice and guidance.Gaining insight into the day-to-day...

Job Summary:The Senior Manager, Financial Advisors, Investment and Retirement will oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market. This role requires strategic partnership with Canadian Banking regional leadership and Wealth Management to increase financial planning results, support recruitment and...

Job SummaryThe Senior Manager, Financial Advisor, Investment & Retirement will partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key ResponsibilitiesCoach the team of FAIRs to increase financial planning results and support...

**About The Role**We are seeking a seasoned professional to lead our Institutional Investment Only business in Canada. As a Strategic Account Director, you will be responsible for driving the service and sales of existing and new client relationships.The ideal candidate will have a background in the financial services industry, with specific knowledge in the...

Job Title: Senior Investment AdvisorAt NBC, we are seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best practices.Key Responsibilities:Build close relationships with wealth...

Job SummaryAs a Senior Investment Advisor at National Bank Financial (NBF), you will play a key role in providing support to our wealth advisors on managed solutions and advising them on portfolio management best practices to better support their clients and generate better returns.Your primary responsibilities will include:Building close relationships with...

About SAPINC Saputo Inc.We are a leading global dairy processor with a strong history of excellence, driven by our talented and caring team. Our commitment to quality, passion for food, and dedication to our customers have made us a trusted partner in the industry.Job DescriptionThis role is an exciting opportunity to join our experienced global team of tax...

Job Summary:The Senior Manager, Financial Advisors, Investment will strategically partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key Responsibilities:Coach the team of FAIRs, increasing financial planning results, supporting...

We are seeking an experienced Sales Leader to partner with our Canadian Banking regional leadership and Wealth Management team. As the Senior Manager, Financial Advisor, Investment & Retirement, you will oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Responsibilities will include coaching and...

Prioritize client success with a trusted partnerAt Aon, we're shaping decisions for a better world. As a Senior Investment Consultant, you'll be part of our industry-leading Investment Consulting team, helping institutional clients achieve results through innovative solutions.With a focus on delivering exceptional client service, you'll work closely with our...

About the RoleWe are seeking a skilled Strategic Financial Advisor to join our team in Montreal, Quebec. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for...

Scotiabank is a leading bank in the Americas, dedicated to helping customers achieve their financial goals.As an Investment and Retirement Planning Specialist, you will play a key role in contributing to the success of our team by meeting and exceeding negotiated deposit and investment sales goals.Your primary responsibility will be to establish and deepen...

Job SummaryThe Senior Manager, Financial Advisors, Investment will partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key ResponsibilitiesCoach the team of FAIRs to increase financial planning results and support recruitment and...

Are you a detail-oriented and customer-focused professional seeking a challenging role in investment services? As a Client Service Associate for an Investment Advisor, you will provide specialized administrative support to help deliver exceptional client experiences.In this exciting position, you will have the opportunity to work closely with experienced...

Job SummaryAs a Senior Business Strategy Advisor at Desjardins, you will play a crucial role in developing and executing business strategies that drive growth and innovation. Your expertise will be instrumental in shaping the organization's future and positioning it for success in the market.Key Responsibilities• Advise clients and partners on strategic...

Investment & Retirement Solutions SpecialistAt The Canada Life Assurance Company, we are seeking a highly skilled Investment & Retirement Solutions Specialist to join our team. This role is a critical part of our Investment & Retirement Solutions team within the Freedom Experience department.This position is responsible for ensuring the satisfaction and...

At National Bank, we are seeking a seasoned Strategic Advisor to join our Strategy and Corporate Development team. This role offers the opportunity to contribute to the bank's success by providing expert guidance on mergers and acquisitions, strategic partnerships, financial analysis, and corporate strategy.About the RoleThis is a key position within our...

About Societe Generale de Surveillance SAThe Risk Management Department plays a vital role in the sustainable growth of Societe Generale de Surveillance SA, leveraging expertise and risk management techniques to drive business outcomes. The team's mission is to analyze, assess, manage, and monitor risk-taking activities, working closely with the first...