Senior Wealth Management Advisor
1 week ago
As a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your primary responsibility will be to advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, to help them achieve their financial and personal goals.
Key Responsibilities:- Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.
- Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
- Recommend strategies and solutions to the senior advisor when developing plans.
- Monitor market movements and trends likely to influence members' and clients' investments.
- Participate in a range of promotional activities, including speaking events, information sessions, and other special events.
- Competitive salary and annual bonus.
- Four weeks of flexible vacation starting in the first year.
- Defined benefit pension plan that provides predictable, stable income throughout retirement.
- Group insurance, including telemedicine.
- Reimbursement of health and wellness expenses and telework equipment.
- Bachelor's degree in a related field.
- A minimum of six years of relevant experience.
- CIRO's registration as a Registered Representative.
- Knowledge of French is required.
-
Senior Wealth Management Advisor
3 days ago
Montreal, Quebec, Canada Desjardins Full timeSenior Advisor, Wealth ManagementAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent clients. Your expertise will help clients achieve their financial and personal goals through the 360° approach, including savings and investments. You will work...
-
Senior Wealth Management Advisor
3 days ago
Montreal, Quebec, Canada Desjardins Full timeSenior Advisor, Wealth ManagementAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent clients. Your expertise will help clients achieve their financial and personal goals through the 360° approach, including savings and investments. You will work...
-
Senior Wealth Advisor
6 days ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at National Bank. As a Senior Wealth Advisor, you will be responsible for providing exceptional financial planning and investment advice to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Senior Wealth Advisor
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at National Bank. As a Senior Wealth Advisor, you will be responsible for providing exceptional financial planning and investment advice to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Senior Wealth Advisor
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at National Bank. As a Senior Wealth Advisor, you will be responsible for providing exceptional financial planning and investment advice to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Senior Wealth Management Advisor
2 weeks ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Senior Wealth Management AdvisorAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your primary responsibility will be to advise and assist members and clients in executing strategies using the 360°...
-
Senior Wealth Management Advisor
2 weeks ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Senior Wealth Management AdvisorAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your primary responsibility will be to advise and assist members and clients in executing strategies using the 360°...
-
Wealth Advisor
2 weeks ago
Montreal, Quebec, Canada Manulife Insurance Malaysia Full timeAssociate Wealth & Retirement AdvisorJoin Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, in delivering financial and investment solutions and advice to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a key member of a team of wealth advisors delivering wealth and...
-
Wealth Advisor
2 weeks ago
Montreal, Quebec, Canada Manulife Insurance Malaysia Full timeAssociate Wealth & Retirement AdvisorJoin Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, in delivering financial and investment solutions and advice to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a key member of a team of wealth advisors delivering wealth and...
-
Senior Wealth Management Advisor
3 weeks ago
Montreal, Quebec, Canada Desjardins Full timeJob SummaryAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. You will advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, to help them...
-
Senior Wealth Management Advisor
3 weeks ago
Montreal, Quebec, Canada Desjardins Full timeJob SummaryAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. You will advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, to help them...
-
Wealth Advisor
3 weeks ago
Montreal, Quebec, Canada Manulife Full timeAbout the RoleManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...
-
Wealth Advisor
2 weeks ago
Montreal, Quebec, Canada Manulife Full timeAbout the RoleManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...
-
Wealth Advisor
2 weeks ago
Montreal, Quebec, Canada Manulife Full timeAbout the RoleManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...
-
Wealth Advisor
3 weeks ago
Montreal, Quebec, Canada Manulife Full timeAbout the RoleManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...
-
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior Advisor Wealth Management ComplianceA career as a Senior Advisor in the Wealth Management Compliance team at National Bank means acting as a compliance specialist and actively participating in the implementation and evolution of National Bank Investments (NBI) compliance program. It also means leading and managing new projects to ensure...
-
Montreal, Quebec, Canada National Bank Full timeJob Title: Senior Advisor Wealth Management ComplianceA career as a Senior Advisor in the Wealth Management Compliance team at National Bank means acting as a compliance specialist and actively participating in the implementation and evolution of National Bank Investments (NBI) compliance program. It also means leading and managing new projects to ensure...
-
Wealth Management Advisor
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Associate Wealth Advisor to join our advisory team. As a key member of our team, you will play a vital role in deepening client relationships and developing wealth management strategies that meet their unique needs.Key ResponsibilitiesSupport clients through the wealth management process by gathering...
-
Wealth Management Advisor
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Associate Wealth Advisor to join our advisory team. As a key member of our team, you will play a vital role in deepening client relationships and developing wealth management strategies that meet their unique needs.Key ResponsibilitiesSupport clients through the wealth management process by gathering...
-
Wealth Advisor
2 weeks ago
Montreal, Quebec, Canada Société Financière Manuvie Full timeJob SummaryWe are seeking a highly motivated and customer-focused Associate Wealth & Retirement Advisor to join our team at Société Financière Manuvie. As a key member of our wealth and retirement advice team, you will be responsible for providing expert financial and investment advice to clients across various channels, including Group Retirement, Group...
