Wealth Management Expert

Job DescriptionWe are seeking a seasoned Wealth Management Expert to join our team in Montreal. This is an excellent opportunity for a professional with expertise in wealth management and a passion for delivering exceptional customer service.About the RoleDevelop and execute strategies to grow our wealthy clientele market in the Montreal area, working...

Company OverviewNational Bank is a financial institution that prioritizes innovation and customer satisfaction. Our team of experts works together to deliver cutting-edge solutions that meet the evolving needs of our clients.Estimated Salary$150,000 - $200,000 per year, depending on experience.Job DescriptionAs a Strategic IT Architect - Wealth Management...

Company OverviewNational Bank is a leading financial institution dedicated to delivering exceptional wealth management services to high-net-worth individuals. Our team of experts is committed to providing personalized advice and support to help our clients achieve their financial goals.Salary: $85,000 - $110,000 per yearJob DescriptionWe are seeking an...

Job SummaryAs a Senior Advisor - Wealth Management Expert at the National Bank, you will play a key role in providing strategic advice to clients and stakeholders. Your expertise in wealth management and operations will enable you to drive business growth and improve processes. About the RoleAs a member of the Administration, Performance Measurement and Risk...

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 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...

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...

About This RoleWe are seeking a highly skilled Expert French Translator to join our Global Wealth Management Linguistic Services team. In this role, you will play a key part in the success of our organization by translating, adapting and revising high-visibility client-facing documents and internal communications.As a translator-reviser, your primary...

Unlock 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...

About the RoleWe are seeking a talented Private Wealth Advisor to join our Commercial & Private Banking 1859 team at National Bank. As a Private Wealth Advisor, you will play a key role in providing exceptional customer service, building strong trusting relationships, and delivering expert financial planning solutions to our high-net-worth clients.Key...

Expertise in Full-Stack Development for Wealth ManagementWe are seeking a highly skilled Full Stack Developer to join our Wealth Management team at National Bank. As an expert in full-stack development, you will play a key role in the design, implementation, and maintenance of multiple front-end and back-end applications.About the RoleIn this position, you...

Job Title: Wealth Tech Platform SpecialistLocation: Job Type: Full-time Reports to: Chief Revenue Officer About Sofistic: At Sofistic, we empower financial professionals to drive success through cutting-edge AI technology solutions. Our platform leverages AI-driven insights to enhance decision-making, optimize portfolio management, and improve client...

Job Summary:We are seeking an experienced Strategic Portfolio Manager to join our Investment Solutions team at NBC. As a key member of our team, you will play a critical role in providing expert portfolio management advice and support to our wealth advisors.About the Role:Provide strategic portfolio management advice and support to wealth advisors to help...

Job DescriptionWe are seeking a highly skilled Strategic Portfolio Management Expert to join our Investment Solutions team at NBC.As a key member of our team, you will provide expert advice and support to our wealth advisors on portfolio management best practices. You will work closely with our discretionary managers to develop and implement strategic...

Job Summary:The Senior Total Wealth Planner is responsible for delivering comprehensive financial plans to high net worth clients, acting as a subject matter expert and champion for financial planning within Scotia Wealth Management.Main Responsibilities:Gather key data and information about clients through deep discovery.Prepare, analyze, and review...

About the RoleWe are seeking a highly skilled Wealth Advisor to join our Exclusive Remote Advisory Services team at National Bank. As a Wealth Advisor, you will play a critical role in helping our clients achieve their life goals by providing expert advice and guidance on investment products.Key ResponsibilitiesCultivate long-term relationships with our...

A wealth management career at National Bank offers the opportunity to excel as a trusted financial advisor, providing personalized services and advice to discerning high-net-worth clients.Your RoleSupport senior advisors with administrative tasks related to client account management, ensuring seamless service delivery.Provide exceptional customer service,...

Job OverviewWe are seeking an experienced Senior Total Wealth Planner to join our team in Montreal, Quebec.The ideal candidate will have a strong background in financial planning and a proven track record of delivering high-quality service to clients.Key ResponsibilitiesDeliver comprehensive financial plans to high net worth clients, utilizing deep discovery...

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 expertise will be essential in advising and assisting members and clients in executing strategies using the 360° approach, including savings and...

Job SummaryWe 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 and helping them stand out in the market.Key ResponsibilitiesEnsure seamless communication between clients, advisors, and...