Strategic Wealth Management Advisor

About the RoleWe are seeking a skilled Strategic Wealth Management Advisor to join our team in Quebec. As a key member of our Financial Planning and Advice team, you will play a crucial role in providing comprehensive financial planning and wealth management solutions to our high net worth clients.This is an exciting opportunity for a results-driven...

Company Overview:National Bank Financial – Wealth Management is a leading investment dealer in Canada, serving over 400,000 clients through its network of almost 1,000 Investment Advisors across more than 100 branches.About the Role:We are seeking a highly analytical and finance-savvy Senior Wealth Management Analyst to join our team. This key position...

Position SummaryThis position is responsible for processing the settlement of deceased clients' assets at IG Wealth Management. The successful candidate will be a strong team player who excels in fast-paced environments and can handle multiple applications, various account types, and different products such as Mutual Funds, GICs, Stocks, and Bonds.Duties...

We are seeking a skilled Wealth Management Advisor to join our team at Desjardins. In this role, you will be responsible for developing and maintaining lasting relationships with clients, ensuring their financial needs are met.About the RoleYou will work closely with clients to understand their financial situations and provide personalized advice on...

Company OverviewNational Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of more than 400,000 clients across about 100 branches.Job DescriptionWe are seeking a Wealth Management Support Specialist to join our team. In this role, you will have the...

Job SummaryThis role is an integral part of our Wealth Management Services team, working closely with Investment Advisors to provide consulting services to their clients. These services are implemented in coordination with the clients' tax and legal professionals, enabling RBC advisors to deliver a level of integrated wealth management previously only...

Job DescriptionWe are seeking an experienced and skilled Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will be responsible for providing exceptional customer service to our clients and supporting our wealth advisors in their business development.About the RoleThe ideal candidate will have a...

Job SummaryWe are seeking a highly skilled Expert Wealth Strategist to join our team at National Bank Financial (NBF). This role primarily involves providing expertise and support to NBF clients and Investment Advisors (IAs) with their wealth management needs.About the RoleBecome one of the key references in wealth strategy for the client advisory team of...

We are building a relationship-oriented bank for the modern world. Our Financial Planning and Advice team offers comprehensive financial planning and specialized wealth planning strategies to our high net worth clients.About the RoleAs a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that...

About the RoleWe are seeking a skilled Financial Services Advisor to join our team in wealth management. As a key member of our advisory team, you will be responsible for developing and maintaining strong relationships with clients to provide them with tailored financial solutions.ResponsibilitiesAdvise clients on investment strategies and work closely with...

Job OverviewWe are seeking a seasoned Senior Wealth Management Specialist to join our team at National Bank. This is a permanent, full-time position based in Quebec City, Quebec.Job DescriptionAs a Senior Wealth Management Specialist, you will be responsible for assessing and identifying clients' financial planning needs and proposing tailored solutions....

Job SummaryWe are seeking a highly motivated Compliance Manager - Investment and Mutual Funds to join our team at IG Wealth Management.About the RoleConduct tier 1 supervision activities, including reviewing daily and monthly trading, account opening, and KYC updates.Support registrants in resolving compliance issues with regulatory guideline interpretation...

Job SummaryThis is a unique opportunity to leverage your expertise as a senior wealth management advisor and develop high-quality business relationships with mass-affluent clients. You will provide personalized advice and guidance on investment and financial plan strategies, ensuring sound risk and compliance management.Responsibilities:Maintain exceptional...

Job OverviewWe are seeking a highly skilled and organized Administrative Support Professional to join our team at IG Wealth Management.

Job DescriptionNational Bank Financial – Wealth Management is a leading investment dealer in Canada, with over 1,000 Investment Advisors serving more than 400,000 clients across the country.Key Responsibilities:Client Needs Assessment: Assess and identify clients' financial planning needs, proposing tailored solutions to meet their objectives.Financial...

Corporate Planning Director Opportunity at IGM FinancialWe are seeking a seasoned Corporate Planning Director to join our Advanced Financial Planning team in Quebec. The successful candidate will provide strategic guidance on taxation and estate planning, support IG Wealth Management Consultants, and represent the company's financial planning expertise to...

Job SummaryWe are seeking a skilled Compliance Specialist to join our Tier 1 Compliance team at IG Wealth Management. As a key member of our team, you will support the maintenance and administration of compliance reports, execute preliminary reviews of compliance-related data, and collaborate with colleagues on projects and initiatives.

Build a Career with UsAs a Financial Services Advisor in Investments and Wealth Management at National Bank, you will have the opportunity to create a positive impact on our clients' lives. Your role will involve supporting Financial Planners in all their administrative investment activities, while participating in business development activities with...

Company Overview: National Bank Financial – Wealth Management is a leading investment dealer in Canada, with over 1,000 Investment Advisors across 100 branches. Our team helps more than 400,000 clients manage their assets effectively.About the Role: As a Senior Analyst Asset Management, you will work closely with Investment Advisors to identify client...

We are seeking a Strategic Business Growth Lead to join our team at IA Financial Group in Québec City or Montréal. As part of the Growth Hub, this role will be responsible for leading strategic initiatives focused on growth opportunities.About the RoleThis is a permanent position that offers a hybrid work arrangement. You will be part of a dynamic team and...