Independent Investment Advisor

We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and legacy planning. The Opportunity Are you ambitious, curious, and eager to build your future? This is more than a job. It’s the foundation for a...

Many opportunities are currently available in the greater Montreal area. As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so...

Overview Many opportunities are currently available in the greater Montreal area. Responsibilities As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing...

Join the financial services field as an Advisor focused on investment and financing in Montreal. Deliver exceptional solutions tailored to each client’s financial situation and needs. At Desjardins, you will work closely with members and clients to address their investment and financing needs. Your key responsibilities will involve creating tailored...

Scotiabank is seeking an Investment and Retirement Planning Financial Advisor to join the branch sales team in Ottawa. You will establish and deepen investment and primary banking relationships, meeting or exceeding deposit and investment sales goals through effective management of your client portfolio. You will conduct in-depth reviews for retirement...

Job Description - Investment Advisor Assistant (Evergreen) (2403516)At Raymond James,we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management...

WTW is seeking a Senior Director to lead the Client Service team in Montreal, coordinating investment consulting for institutional clients including defined benefit, defined contribution, endowment and foundations. The role emphasizes risk and objective setting, asset allocation, manager selection, and ongoing policy and performance evaluation.The candidate...

Start your journey at CIBC as an Associate Investment Advisor, focusing on high net-worth client needs in a modern banking environment.In this role, you will provide direct support to an Investment Counsellor while engaging with sophisticated clients. Your responsibilities will include assisting in the preparation of marketing presentations and developing...

Join Independent Network as a Client-Focused Investment Advisor in Montreal, QC, emphasizing bilingual communication and portfolio support. Drive service excellence within a hybrid work environment. This six-month role involves partnering with various departments to enhance mutual fund operations and improve client relationships. You will inform clients...