wealth beyond work jobs in Montreal

Job DetailsApplication Deadline: 11/20/2026Address: 1501 McGill College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the...

Location: Winnipeg, Ontario | Remote-Based with Regional Travel Salary: $100,000–$140,000 annually + performance-based incentives Employment Type: Permanent, Full-Time Language: Excellent written and verbal English communication skills required. French bilingualism is an asset. Work Authorization: Requried to complete a credit check, criminal record check,...

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...

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. You listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals...

Application Deadline: 12/04/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & ServiceThe successful candidate will work in partnership with two or three Investment Counsellor/Portfolio Managers of BMO Private Investment Counsel Inc. to develop tailored financial and tax planning solutions that address the complex needs of...

Application Deadline: 11/20/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & ServiceThe Wealth Planning Support Team, part of BMO Wealth Planning & Advisory Services, provides planning guidance, solutions and subject matter expertise to BMO Wealth Professionals throughout the wealth planning process. The Wealth Planning Advisor (WPA)...

Investment Counsel Support Internship Overview At Manulife John Hancock, we believe in investing in the future, starting with you. Our Global Wealth & Asset Management (GWAM) Internship Program provides students with an opportunity to gain hands‑on experience supporting wealth management and investment professionals in delivering exceptional client...

Help Canadians pursue financial security as a Co-operators Independent Advisor, using trusted advice and client relationships. Work remotely while building a community-based practice.You will provide tailored insurance and wealth solutions aligned with clients’ goals and family needs. The practice centers on consistent engagement, credible expertise, and...

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...

Application Deadline: 12/04/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service The successful candidate will work in partnership with two or three Investment Counsellor/Portfolio Managers of BMO Private Investment Counsel Inc. to develop tailored financial and tax planning solutions that address the complex needs of...

Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional,...

Who we areCanaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional,...

Lead wealth management transformation projects in Montreal through budget, schedule, and change management accountability. Work under a hybrid delivery approach across several increments. This project manager assignment supports the GPAP senior vice-presidency’s transformation program. You will deliver Fonds client account administration projects while...

Application Deadline:12/04/2026Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceThe successful candidate will work in partnership with two or three Investment Counsellor/Portfolio Managers of BMO Private Investment Counsel Inc. to develop tailored financial and tax planning solutions that address the complex needs of high-net-worth...

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. You listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals and make...

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...

Deliver personalized insurance and wealth advice as an independent Co-operators advisor, combining client trust, financial expertise, and consultative selling. Remote-friendly work is available.This independent contractor opportunity suits professionals with financial services, banking, insurance, or advice-based sales experience. You will help clients and...

Support Individual Wealth administration at Equitable from your home office, using French and English client service skills daily. Handle transactions accurately across registered products.As an Individual Wealth Administrator, you will administer new business and in-force transactions for Non-Registered plans, RRSPs, TFSAs, and FHSAs. You will assess...