Current jobs related to Strategic Advisor for Wealth Management - Montreal, Quebec - Desjardins Group


  • Montreal, Quebec, Canada Manulife Financial Corporation Full time

    Job DescriptionWealth and Retirement AdviceThe Wealth and Retirement Advisor will lead relationship management and financial planning for clients, helping them create financial plans based on their wealth and retirement goals.Responsibilities:Identify client life and financial goals and build long-term relationships.Provide financial planning advice and...


  • Montreal, Quebec, Canada Scotiabank Full time

    Your RoleThe primary purpose of the Senior Financial Planning Associate is to provide financial planning support to a dedicated Wealth Advisor team in preparing and delivering personal financial plans to the Advisor's clients.In this role, you will:Proactively support the financial planning needs of the Advisor's assigned clients, which includes a deep...


  • Montreal, Quebec, Canada Desjardins Group Full time

    Wealth Management Advisor page is loadedWealth Management AdvisorApply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted Yesterday job requisition id R2504301As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with...


  • Montreal, Quebec, Canada National Bank Full time

    **Job Overview:**A Director, Practice Management - Wealth Management at National Bank Financial will provide leadership and guidance to wealth management advisors. This role focuses on developing and implementing strategies to enhance advisor practices and improve client satisfaction.This position requires a strong understanding of the challenges faced by...


  • Montreal, Quebec, Canada People Corporation Full time

    About the RoleWe are seeking a Strategic Business Advisor to join our team at People Corporation. This key role will support our Student Solutions and Group Solutions QC client segments by providing strategic guidance and expertise in human resources.The ideal candidate will have a minimum of 10 years of progressive HR experience, with a strong background in...


  • Montreal, Quebec, Canada Desjardins Group Full time

    We are seeking a talented Wealth Management Advisor to join our team at Desjardins Group. As a key member of our team, you will be responsible for delivering exceptional advice and solutions to our members and clients.The ideal candidate will have a strong understanding of financial planning and investment strategies, as well as excellent communication and...


  • Montreal, Quebec, Canada Manulife Wealth Full time

    Job Posting: Investment Advisor Assistant – Business Development & Training for Future Growth Location: Dorval, Quebec Employment Type: Full-Time Compensation: Base Salary + Performance-Based Incentives Are you a driven, entrepreneurial-minded individual looking to build a career in wealth management? Do you have a passion for business development...


  • Montreal, Quebec, Canada Manulife Financial Corporation Full time

    Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an...


  • Montreal, Quebec, Canada National Bank Full time

    Company OverviewNational Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. As a team member, you will have the opportunity to work closely with a wealth advisor to deliver exceptional client experiences.


  • Montreal, Quebec, Canada Desjardins Group Full time

    Wealth Management AdvisorApply remote type: The work arrangement for the position is hybrid.Location: MontréalTime type: Full timePosted on: Posted 2 Days AgoJob requisition id: R2503287As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    About National Bank Financial – Wealth ManagementWe are a dynamic organization with a human touch, committed to empowering our employees to grow and thrive in their careers. As an Associate in our Schulman Group Family Wealth Management team, you will have access to cutting-edge collaboration tools, regular feedback, and ongoing training opportunities.Your...


  • Montreal, Quebec, Canada National Bank Full time

    A career as a Private Relationship Banker at National Bank means acting as an expert for high-net-worth clients.Your role:Identify and develop business opportunities for all services and products offered by the Bank, focusing on the high-end individual client market.In collaboration with other team members, manage a client portfolio by rigorously applying...


  • Montreal, Quebec, Canada RBC Full time

    Job Summary Job Description What is the opportunity? RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is...

  • Financial Advisor

    2 days ago


    Montreal, Quebec, Canada Manulife Financial Full time

    We are looking for a highly skilled Financial Advisor - Wealth and Retirement to join our team at Manulife Financial. As a senior member of our wealth advisory group, you will be responsible for delivering financial planning advice and solutions to high net worth individuals and families.About the JobThis is a unique opportunity for a seasoned advisor to...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Join Our Team Today!We are seeking an experienced administrative professional to join our Schulman Group Family Wealth Management team. In this role, you will provide critical support to wealth advisors, ensuring they have the resources they need to deliver exceptional client experiences.Responsibilities will include coordinating schedules, handling expense...


  • Montreal, Quebec, Canada Manulife Financial Full time

    At Manulife Investment Management (MIM) Advisor Group, we deliver comprehensive financial solutions and advice to clients across the wealth spectrum. Our team of experienced professionals works collaboratively to provide tailored guidance and support, helping clients achieve their financial goals.The RoleThis is a senior position within our wealth advisory...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    About Our TeamNational Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. As an Associate in our Schulman Group Family Wealth Management team, you will work closely with wealth advisors to deliver exceptional client...


  • Montreal, Quebec, Canada National Bank Full time

    **Your Career Journey:**As a Director, Practice Management - Wealth Management with National Bank Financial, you will embark on a challenging and rewarding career journey. This role offers the opportunity to make a meaningful impact on the lives of wealth management advisors and their clients.You will be part of a collaborative team that is dedicated to...


  • Montreal, Quebec, Canada National Bank Full time

    A career as an associate in the Bousquet Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job:Provide...


  • Montreal, Quebec, Canada Desjardins Full time

    As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...

Strategic Advisor for Wealth Management

1 week ago


Montreal, Quebec, Canada Desjardins Group Full time

We're seeking a highly skilled Senior Business Strategies Advisor to join our team at Desjardins Group. This role offers an exciting opportunity to contribute to the success of our business and make a meaningful impact on our organization.

In this position, you will work closely with stakeholders to develop and implement strategic plans, monitor performance, and provide recommendations for improvement. You will also have the opportunity to advise clients and partners on strategic initiatives and represent Desjardins Group in various settings.

To succeed in this role, you will need excellent analytical skills, the ability to interpret complex information, and strong interpersonal savvy. If you're passionate about driving business growth and innovation, we encourage you to apply.

What We Offer
  • A competitive salary and annual bonus.
  • Four weeks of flexible vacation starting in the first year.
  • A defined benefit pension plan that provides predictable, stable income throughout retirement.
  • Group insurance including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.