wealth associate jobs in Montreal

Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international...

Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients.To...

Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients.To...

Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients. ...

Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients. ...

Enhance your career with Private Wealth Management 1859 as a Wealth Associate. Engage with affluent clients and provide superior administrative support in a hybrid work environment.In this crucial role, you will assist the Private Wealth Advisor with client account management and administrative tasks. Your responsibilities include preparing client meetings,...

Enhance your career with Private Wealth Management 1859 as a Wealth Associate. Engage with affluent clients and provide superior administrative support in a hybrid work environment. In this crucial role, you will assist the Private Wealth Advisor with client account management and administrative tasks. Your responsibilities include preparing client...

Enhance your career with Private Wealth Management 1859 as a Wealth Associate. Engage with affluent clients and provide superior administrative support in a hybrid work environment. In this crucial role, you will assist the Private Wealth Advisor with client account management and administrative tasks. Your responsibilities include preparing client...

Drive excellence in client service as a Wealth Associate within National Bank's Private Wealth Management 1859. Engage affluent clients through a blend of administrative and relationship-building activities. This position requires assisting the Private Wealth Advisor by managing client accounts and ensuring operational compliance. You will utilize your...

Elevate your career with Richardson Wealth as a Wealth Management Associate, supporting investment advisors and delivering personalized client service within a dynamic and structured environment. We are searching for a meticulous individual with at least five years experience in financial services, particularly in wealth management. This role demands...

About Us As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our...

Enhance Wealth Advisor success as an Administrative Associate at ScotiaMcLeod, located in Montreal, Quebec. Focus on client service through meticulous administration and proactive support.In this vital role, you will ensure effective administration for Wealth Advisors at ScotiaMcLeod, fostering strong client relations. Your activities include managing...

Support Desjardins members and clients through wealth management advice, portfolio oversight, and personalized investment solutions. Build relationships while balancing sales and risk management.As an Associate Wealth Management Advisor, you serve, prospect for, solicit, and develop business relationships. You support securities sales across discretionary...

Drive excellence in client service as a Wealth Associate within National Bank's Private Wealth Management 1859. Engage affluent clients through a blend of administrative and relationship-building activities. This position requires assisting the Private Wealth Advisor by managing client accounts and ensuring operational compliance. You will utilize your...

Manulife/John Hancock in Montreal seeks a dynamic professional to support sales growth and advisor relationships within a hybrid work environment. You will build connections with advisors, contribute to annual territory plans, and coordinate events while managing budgets and reporting on metrics.The role emphasizes clear communication, teamwork, and a...

As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management,...

Build client relationships at Desjardins through wealth management advising, portfolio oversight, and personalized securities solutions. This hybrid opportunity supports members and clients.As an Associate Wealth Management Advisor, you serve, prospect for, solicit, and develop business relationships with members and clients. You help sell securities...

Support high-net-worth clients at CIBC Wood Gundy in Montreal through administrative expertise, investment documentation, and relationship-focused service. Work arrangement details will be discussed during your interview.As a Client Associate in Wood Gundy’s brokerage department, you will support an Investment Advisor and team. Your work will include...

Scotiabank’s ScotiaMcLeod Wealth Management is seeking an Administrative Associate to support one or more Wealth Advisors with client service and trading day-to-day activities.You'll manage administrative processes, assist with portfolio reviews, and coordinate marketing materials, events, and seminars to identify opportunities for assets and revenue....

Enhance Wealth Advisor success as an Administrative Associate at ScotiaMcLeod, located in Montreal, Quebec. Focus on client service through meticulous administration and proactive support. In this vital role, you will ensure effective administration for Wealth Advisors at ScotiaMcLeod, fostering strong client relations. Your activities include managing...