Current jobs related to Institutional Wealth Management Analyst - Montreal, Quebec - Royal Bank of Canada>


  • 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...


  • 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...


  • Montreal, Quebec, Canada National Bank Full time

    Role OverviewAs a key member of the National Bank Financial Wealth Management team, you will play a vital role in supporting the success of wealth advisors across Canada. This exciting opportunity will allow you to leverage your expertise in wealth management to develop tailored solutions for clients, collaborate with advisors, and gain insight into the...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a skilled Wealth Management Advisor to join our team. As a key member of our advisory team, you will play a crucial role in deepening client relationships and providing sound advice and support to clients and the team.Key ResponsibilitiesSupport advisory team and clients through the wealth management process by...


  • Montreal, Quebec, Canada RBC Full time

    Job SummaryRBC Dominion Securities is seeking a skilled Associate Wealth Advisor to join a well-established advisory team. As a key member of the team, you will play a crucial role in deepening client relationships by providing sound advice and support.Key ResponsibilitiesSupport advisory team and clients through the wealth management process by gathering...


  • Montreal, Quebec, Canada RBC Full time

    Job SummaryRBC Dominion Securities is seeking a skilled Associate Wealth Advisor to join a well-established advisory team. As a key member of the team, you will play a crucial role in deepening client relationships by providing sound advice and support.Key ResponsibilitiesSupport advisory team and clients through the wealth management process by gathering...


  • 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...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and experienced professional to join our team as an Associate Wealth Advisor. As a key member of our advisory team, you will play a critical role in deepening client relationships and providing sound advice and support to clients and the advisory team.Key ResponsibilitiesSupport advisory team and...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and experienced professional to join our team as an Associate Wealth Advisor. As a key member of our advisory team, you will play a critical role in deepening client relationships and providing sound advice and support to clients and the advisory team.Key ResponsibilitiesSupport advisory team and...


  • 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...


  • Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Associate Wealth Advisor to join a dynamic advisory team. As a key member of the team, you will play a crucial role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...


  • Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Associate Wealth Advisor to join a dynamic advisory team. As a key member of the team, you will play a vital role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...


  • Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Associate Wealth Advisor to join a dynamic advisory team. As a key member of the team, you will play a vital role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...


  • Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Associate Wealth Advisor to join a dynamic advisory team. As a key member of the team, you will play a crucial role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...

  • Global Wealth Manager

    4 weeks ago


    Montreal, Quebec, Canada Manulife Full time

    Unlock Your Potential in Global Wealth ManagementAt Manulife, we're committed to empowering our new graduates to make a meaningful impact in the financial services industry. Our Global Wealth Management Operations (GWAM Ops) program offers a comprehensive training program that focuses on three key areas: Customer Experience, Data Analytics, and Continuous...

  • Global Wealth Manager

    4 weeks ago


    Montreal, Quebec, Canada Manulife Full time

    Unlock Your Potential in Global Wealth ManagementAt Manulife, we're committed to empowering our new graduates to make a meaningful impact in the financial services industry. Our Global Wealth Management Operations (GWAM Ops) program offers a comprehensive training program that focuses on three key areas: Customer Experience, Data Analytics, and Continuous...


  • 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...


  • Montreal, Quebec, Canada National Bank Full time

    Job Title: Private Wealth AdvisorAs a Private Wealth Advisor at National Bank, you will play a key role in providing exceptional customer service and building strong, trusting relationships with our wealthy clients. Your expertise in financial planning and wealth management will enable you to develop tailored solutions to meet their unique needs.Your...

  • Global Wealth Manager

    4 weeks ago


    Montreal, Quebec, Canada Société Financière Manuvie Full time

    Unlock Your Potential in Global Wealth ManagementAt Société Financière Manuvie, we're committed to empowering new graduates to make a meaningful impact in our Global Wealth Management team. Our comprehensive training program is designed to equip you with the skills and knowledge needed to succeed in this exciting field.Program OverviewOur GWAM Ops grad...

  • Global Wealth Manager

    4 weeks ago


    Montreal, Quebec, Canada Société Financière Manuvie Full time

    Unlock Your Potential in Global Wealth ManagementAt Société Financière Manuvie, we're committed to empowering new graduates to make a meaningful impact in our Global Wealth Management team. Our comprehensive training program is designed to equip you with the skills and knowledge needed to succeed in this exciting field.Program OverviewOur GWAM Ops grad...

Institutional Wealth Management Analyst

2 months ago


Montreal, Quebec, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly motivated and detail-oriented Institutional Wealth Management Analyst to join our team at Royal Bank of Canada. As an Institutional Analyst Intern, you will be responsible for assisting in the analysis and preparation of client reporting and monitoring, as well as creating and maintaining presentation materials.

Key Responsibilities
  • Assist in the analysis and preparation of client reporting and monitoring
  • Research and create presentation materials, including charts, slides, and data analysis
  • Work with our CRM system to capture key business development activities
  • Support teammates in delivering high-quality work within tight deadlines
  • Respond to ad-hoc requests from internal stakeholders
Requirements
  • Currently enrolled in a 2nd or 3rd University program in finance, accounting, or a related field
  • Advanced MS Office skills, including Word, PowerPoint, and Excel
  • Strong work ethic, desire to learn, and contribute to the team
  • Strong analytical skills with a keen attention to detail
  • Ability to work independently and self-motivated to meet assigned responsibilities
  • Ability to communicate effectively and prioritize tasks during tight deadlines
  • Team player with a positive attitude and ability to work effectively with employees at all levels
  • Demonstrate a strong interest in capital markets and asset management
  • Strong French written and oral communication skills
What We Offer
  • Challenging work with a variety of assignments
  • Collegial work environment with a strong culture of engagement
  • Two strong brands - RBC and PH&N Institutional
  • Management and colleagues who support your work and progression
Job Skills
  • Communication
  • Computer Literacy
  • Detail-Oriented
  • Interpersonal Relationships
  • Listening Effectively
  • Personal Development
  • Personal Initiative