Wealth Management Advisor

Division: IGM Client Services Operations Location: Montreal, Winnipeg IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two...

About the RoleWe are seeking a skilled Strategic Wealth Management Advisor to join our team in Quebec. As a key member of our Financial Planning and Advice team, you will play a crucial role in providing comprehensive financial planning and wealth management solutions to our high net worth clients.This is an exciting opportunity for a results-driven...

Attendance Hybrid Job number 23475 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 18-Nov-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Wealth management A career as an Associate in the Wealth Management team at National Bank, will give you the...

Division: IGM Client Services OperationsIGM Financial Inc. is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. The company provides a range of financial planning and investment management services to help millions of Canadians meet their financial goals.Location: Montreal, WinnipegWe...

As a Wealth Management Associate at National Bank, you will play a key role in helping wealth advisors deliver exceptional client experiences. Your primary responsibility will be to ensure effective communication between clients, advisors, and various collaborators. This involves providing superior customer service in person, on the phone, and by email, as...

National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst.Your jobAssess and identify clients'...

**Job Summary**: We are seeking a highly motivated Client Service Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a crucial role in providing exceptional customer service to our clients and supporting the growth of our wealth advisors.**Key Responsibilities**:Ensure effective communication between...

About the RoleA career as an Associate in the Wealth Management team at National Bank offers a unique opportunity to collaborate with clients and colleagues, driving exceptional customer service that has a lasting impact on our clients, particularly within the Charest-Letarte team.Your ResponsibilitiesEnsure seamless communication among clients, advisors,...

Attendance Hybrid Job number 23247 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 05-Nov-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Wealth management National Bank Financial – Wealth Management is Canada's fifth-largest...

Attendance Hybrid Job number 23247 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 05-Nov-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Wealth management National Bank Financial – Wealth Management is Canada's fifth-largest...

A career as an Associate in the 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**: - Ensure...

Position SummaryThis position is responsible for processing the settlement of deceased clients' assets at IG Wealth Management. The successful candidate will be a strong team player who excels in fast-paced environments and can handle multiple applications, various account types, and different products such as Mutual Funds, GICs, Stocks, and Bonds.Duties...

Responsibilities will include the development and implementation of support systems, while operating in a fast-paced, confidential, multi-tasking environment. Additional projects and coverage for other admin team members will be required. The Administrative Assistant will provide complete administrative support to the leads of this area in addition to...

A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, most notably with Diane Auger Wealth Management. **Your...

Role SummaryAs a senior wealth management advisor, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent clients. You will advise and assist clients in executing strategies using the 360° approach, including savings and investments, to help them achieve their financial and personal goals.Key...

A career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

Division: IGM Client Services Operations Location: Montreal, Winnipeg or Toronto IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more...

As a wealth management advisor at Desjardins, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients. Your role is to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You will work closely with...

As a wealth management advisor at Desjardins, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients. Your role is to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals.Your expertise will be...

We are seeking a skilled Wealth Management Advisor to join our team at Desjardins. In this role, you will be responsible for developing and maintaining lasting relationships with clients, ensuring their financial needs are met.About the RoleYou will work closely with clients to understand their financial situations and provide personalized advice on...