Investment Advisory Service Professional

Attendance Hybrid Job number 25032 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 20-Feb-2025 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Advisory services, Personal banking As an Investment Advisory Service Associate at National Bank,...

Attendance Hybrid Job number 25032 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 20-Feb-2025 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Advisory services, Personal bankingAs an Investment Advisory Service Associate at National Bank, you'll...

Attendance Hybrid Job number 25032 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 20-Feb-2025 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Advisory services, Personal banking As an Investment Advisory Service Associate at National Bank,...

As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to discover the profession of financial planner by acting as an advisor to clients and following financial plans drawn up by a financial planner. This role allows you to develop your understanding of client needs, your advisory skills and your knowledge of financial...

Are you looking for a challenging and rewarding role in financial planning? As an Advisory Investment Service Representative at National Bank, you'll have the opportunity to develop your skills in advising clients, creating business development opportunities, and contributing to portfolio results.You'll work closely with experienced financial planners to...

About the Role">As a Financial Planner Assistant at National Bank, you will have the opportunity to develop your skills and knowledge in financial planning while contributing to portfolio results. This role involves working closely with assigned financial planners to help them better support clients in their portfolios.">Your Key Responsibilities">">Advise...

Investment Advisory ServiceYou will be working as an Investment Advisory Service Associate at Global Payments Canada GP, acting as an advisor to clients and following financial plans drawn up by a financial planner. This role allows you to develop your understanding of client needs, your advisory skills, and your knowledge of financial planning while...

Job DescriptionThe Investment Advisory Service Associate role is ideal for individuals who enjoy working with clients to understand their financial goals and develop personalized investment strategies.Key qualifications include:College diploma or bachelor's degreeMutual fund representative designationBusiness development experience in the financial services...

Your ResponsibilitiesIn this role, you will be responsible for working with clients to understand their investment needs and develop customized financial plans to help them achieve their goals. You will also collaborate with your assigned financial planner to identify business opportunities and contribute to portfolio results.

Are you passionate about delivering exceptional customer service? Do you thrive in a fast-paced environment where no two days are the same? If so, we encourage you to apply for our Customer Service Specialist - Wealth Advisory role at National Bank.About the Role:In this key position, you will play a critical role in ensuring effective communication between...

About This Role:As a Branch Director at National Bank, you will be part of a dynamic team that is passionate about delivering exceptional service to our clients. You will have the opportunity to work with a diverse group of professionals who share your commitment to excellence.Key Qualifications:5-10 years of experience in team management and coaching in...

Job Description:We are seeking a skilled Investment Sales Specialist to join our team at the Bank of Montreal. As an Investment Sales Specialist, you will play a crucial role in providing wealth and investment-related sales and service to customers or prospects.About the Role:You will be responsible for understanding customer needs and providing expert...

Required Skills and QualificationsTo succeed in this role, you will need to possess:Bachelor's degree or equivalent recognized by the IPFDiploma from the Institut de Planification Financière (IPF) or be on track to obtain it within 12 monthsMutual fund representative (MFR) licenceExperience in portfolio management with business development...

Job DescriptionWe are seeking a highly skilled and experienced Senior Financial Planner to join our team. As a key member of our advisory services team, you will be responsible for providing personalized financial planning and investment advice to our clients.Key Responsibilities:Identify clients' investment and financing needs to draft customized financial...

Welcome to the world of financial planning, where you'll have the opportunity to discover your passion for advising clients and creating personalized investment plans. As an Investment Planning Associate at National Bank, you'll work closely with experienced financial planners to support clients in achieving their financial goals.Your role will involve...

About Stonewood Group Inc.We are a leading provider of risk management services in Canada, with a strong presence in Montréal and a growing national and international footprint. Our team is comprised of creative, results-oriented professionals who are passionate about making a difference.We offer a full range of advisory and consulting services, backed by...

About the RoleAs an Investment Advisory Service Associate at National Bank, you will have the opportunity to develop your understanding of client needs, advisory skills, and knowledge of financial planning while contributing to portfolio results.Your key responsibilities include:Working closely with assigned financial planners to support clients in their...

**Job Overview**Become a key player in the wealth and investment industry by joining our team at the Bank of Montreal as an Investment Specialist. With a focus on providing exceptional customer service and sales support, you will be instrumental in helping clients achieve their financial goals.

Company OverviewNational Bank Financial - Wealth Management is a leading investment brokerage firm in Canada. With close to 1,000 investment advisors and over 400,000 clients across 100 branches, we offer a unique opportunity for professionals to make a meaningful impact.Your RoleIn this dynamic role, you will work closely with wealth advisors to deliver...

Attendance Hybrid Job number 25587 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 24-Mar-2025 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Wealth management A career as an Investment Analyst at National Bank Financial – Wealth...