Wealth Management Professional
1 day ago
We 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 Responsibilities- Provide personalized service to clients, ensuring timely and accurate account administration
- Manage client relationships, identifying new business opportunities and referrals
- Collaborate with cross-functional teams to deliver comprehensive wealth management solutions
To be successful in this role, you will require:
- A university degree or equivalent industry experience
- Successful completion of Canadian Securities Course and/or Trust Institute designation/diploma
- Thorough knowledge of trust accounting principles, systems, and policies
- Working knowledge of personal trust policies, financial planning processes, and tools
As a Wealth Management Professional at Scotiabank, you can expect:
- A competitive salary range: $70,000 - $90,000 per year
- A dynamic and supportive work environment
- Ongoing training and professional development opportunities
Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future". We help our customers, their families, and communities achieve success through a broad range of advice, products, and services.
-
Wealth Management Professional
5 days ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob 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...
-
Corporate Channel Securities Advisor
4 weeks ago
Montreal, Quebec, Canada IG Wealth Management Full timeExciting Opportunity at IG Wealth ManagementWe are seeking motivated individuals to join our team of Corporate Employed Advisors. As a Securities Licensed Advisor, you will be responsible for providing expert advice to clients and growing our business in the Quebec region.Key Responsibilities:Provide exceptional client service and build strong relationships...
-
Financial Planning Internship
4 weeks ago
Montreal, Quebec, Canada IG Wealth Management Full timeUnlock Your Potential as a Financial PlannerAre you a university student looking for a challenging and rewarding internship opportunity? Do you have a passion for financial planning and a desire to learn from the best in the industry? If so, we invite you to apply for our Financial Planning Internship program at IG Wealth Management.About the InternshipAs a...
-
Senior Sales Director
4 days ago
Montreal, Quebec, Canada IG Wealth Management Full timeIG 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...
-
Senior Financial Planning Director
1 week ago
Montreal, Quebec, Canada IG Wealth Management Full timeAbout 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...
-
Wealth Management Professional
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Wealth Management ProfessionalScotiabank is seeking a highly motivated and detail-oriented Wealth Management Professional to join our team. As a key member of our Operations department, you will play a critical role in ensuring the success of our business strategies and objectives.Key Responsibilities:Contribute to the overall success of the...
-
Wealth Management Professional
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Wealth Management ProfessionalScotiabank is seeking a highly motivated and detail-oriented Wealth Management Professional to join our team. As a key member of our Operations department, you will play a critical role in ensuring the success of our business strategies and objectives.Key Responsibilities:Contribute to the overall success of the...
-
Montreal, Quebec, Canada Scotiabank Full timeGrow 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...
-
Global Wealth Management Professional
3 weeks ago
Montreal, Quebec, Canada Société Financière Manuvie Full timeStep into a dynamic career with Société Financière Manuvie as a Global Wealth Management Professional. Our New Graduate opportunities empower you to make progress for yourself, our colleagues, and our customers around the globe.Program OverviewOur GWAM Ops grad program supports 8 different business units under the Operations umbrella, with locations in...
-
Wealth Management Professional
13 hours ago
Montreal, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank.About the RoleThis is an excellent opportunity for individuals who are passionate about providing exceptional service and advice to high net worth clients. As a Wealth Management Associate, you will be responsible for assisting private...
-
Wealth Management Professional
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Wealth Management Professional to join our Client Implementation team. As a key member of our team, you will be responsible for account off-boarding, custodial changes, account transfers, monthly and quarterly reporting, client portal setup, and other administrative tasks.Key...
-
IT Asset Manager for Wealth Management
4 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeUnlock Your Leadership Potential in Wealth ManagementAre you a seasoned IT professional looking to take your career to the next level? Do you have a passion for coaching and leadership? We're seeking a talented individual to join our team as an IT Asset Manager in Wealth Management.About the RoleAs an IT Asset Manager, you will be responsible for managing...
-
Montreal, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a vital role in providing exceptional customer service and supporting our wealth advisors in their business development.Key ResponsibilitiesEnsure effective communication between...
-
Regional Manager, MD Wealth
1 month ago
Montreal, Quebec, Canada MD Financial Management Full timeJob Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...
-
Regional Manager, MD Wealth
1 month ago
Montreal, Quebec, Canada MD Financial Management Full timeJob Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...
-
Associate - Wealth Management
1 month ago
Montreal, Quebec, Canada Banque Nationale Full timeJoin 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...
-
Associate - Wealth Management
1 month ago
Montreal, Quebec, Canada Banque Nationale Full timeJoin 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...
-
Global Wealth Management Professional
3 weeks ago
Montreal, Quebec, Canada Manulife Full timeProgram OverviewThe Global Wealth and Asset Management (GWAM) Operations organization is comprised of several business units. The Performance & Reporting team is responsible for delivering timely, consistent, and high-quality performance measurement, attribution, and analytics services. This team leads the transformation to ensure data is leveraged and...
-
Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service.Key Responsibilities:Provide exceptional customer service to clients, both in person and over the phoneAssist wealth...
-
Wealth Management Advisor
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob 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...