Wealth Management Leader

At Intellibus, our Wealth Management Technology Team is dedicated to addressing the unique challenges faced by some of the world's most prestigious financial institutions. Our recent advancements have redefined client engagement and operational efficiency, driving transformative outcomes in the wealth management sector.We are seeking a seasoned Technical...

We are seeking an Executive Leader, Wealth Management to join our team at Recrutement in Montreal Downtown. This is a permanent, full-time position with flexible scheduling.In this role, you will be responsible for managing and supervising mandates and deadlines, reviewing accounting and financial statements prepared by advisors and directors, and preparing...

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...

About the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...

A career in the Director, Practice Management - Wealth Management role at National Bank Financial means acting as a strategic advisor and coach for wealth management professionals.Your key responsibilities:Support wealth management advisors in enhancing their practices through efficient operations and exceptional client experiences.Design and deliver...

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...

**Executive Opportunity at ExecThread**We are seeking a highly skilled and experienced Strategic Wealth Management Director to join our team. This leadership role is focused on developing, executing, and achieving strategic business objectives and customer service initiatives.The successful candidate will be responsible for establishing and implementing...

About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...

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...

Unlock Your Potential as a Wealth Management AdvisorJoin the Royal Bank of Canada team as a Wealth Management Advisor, where you'll have the opportunity to make a meaningful impact on clients' financial lives.About the RoleWe're seeking an experienced Financial Planner with a passion for holistic financial planning to join our team. As a Wealth Management...

At National Bank, we're on a mission to have a positive impact on people's lives. As a Wealth Management Consultant in our Commercial & Private Banking 1859 team, you'll play a crucial role in achieving this goal.About the RoleWe're looking for an experienced professional to join our team as a Wealth Management Consultant. In this role, you'll act as a...

Gestion de patrimoine Diligence - Patrimoine Manuvie is seeking a skilled Wealth Management Specialist for our offices in Montreal and Quebec City.Compensation: $60,000 - $80,000 per year, based on performance.Job DescriptionWe are expanding our team and looking for motivated individuals to advance in the field of wealth management. As a Wealth Management...

At Desjardins, we're seeking a skilled Wealth Management Strategist to join our team. As a key member of our wealth management team, you'll be responsible for developing and maintaining business relationships with high-net-worth individuals and families.Key Responsibilities:Maintain high-quality personalized business relationships to maximize the potential...

Company OverviewNational Bank Financial – Wealth Management is a leading provider of wealth management solutions. Our team of experts is dedicated to supporting advisors in their growth and success.

We are seeking a highly skilled Director, Data Intelligence to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will act as a business coach and guide for wealth management advisors, driving their growth and success.Your Role:Coach and Mentor: Support wealth management advisors in improving their...

As a Strategic Wealth Manager at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients in the assigned market...

The Regional Manager position at Scotiabank's MD Wealth division is a pivotal role that requires a seasoned leader to drive sales teams and foster a customer-focused culture.Key Responsibilities:Supervise and manage advisors to ensure adoption and effective use of sales planning tools.Develop and maintain high-performing sales teams, partnering with the...

Company OverviewMercer is the global leader for trusted HR and related financial advice, products, and services.We are looking for a highly skilled Senior Retirement Actuarial Consultant to join our Wealth business in Montréal.About the RoleThe ideal candidate will have extensive experience in pension-related work, preferably in a Consulting environment....

Wealth Management AssociateAt NBC, we're committed to delivering exceptional client experiences and building long-term relationships. As a Wealth Management Associate, you'll play a vital role in supporting our investment advisors and driving business growth.Key Responsibilities:Develop strong communication skills to effectively collaborate with clients,...

Avez-vous l'ambition d'intégrer une équipe dynamique et innovante dans le domaine de la gestion de patrimoine ?Aviso Wealth est une entreprise leader en matière de services de gestion de patrimoine et de placement pour le secteur financier canadien. Nous sommes fières de notre culture inclusive et axée sur les clients, qui valorise l'innovation et...