wealth manager jobs in Montreal

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...

Temporary 14 month positionAs 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...

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...

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,...

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...

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,...

RequiredAs 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...

Serve Signature Service clients through wealth management advising, financial planning, and investment strategies in a hybrid work model. Build trusted relationships supporting their goals.As a senior wealth management advisor at Desjardins, you serve mass-affluent members and clients while developing business relationships. You use the 360° approach across...

Build trusted client relationships as a Desjardins Wealth Management Advisor, using financial planning and investment expertise to shape suitable solutions. French and advanced English are required.You advise mass-affluent individuals, businesses, and business owners across life stages. The position combines comprehensive financial plans, investment and...

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...

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,...

Support Wealth sales through activity management and case coordination as a bilingual intern in Canada Life's hybrid Montreal office. Use French and English daily.This temporary full-time student or new graduate position runs from January through April. You will support inside and external wholesalers, coordinate sales activities, and help implement...

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their...

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...

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,...

Advise Sun Life clients on investments and retirement planning as a bilingual Financial Services Consultant in a hybrid work environment. Use strong communication skills to build trusted relationships and support financial goals.As a licensed Financial Services Consultant, you will support clients with wealth management needs through portfolio reviews,...

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 client...

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,...

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,...

Support Sun Life clients with wealth management, portfolio reviews, and retirement planning in a flexible hybrid work environment. French and English fluency is required for frequent interactions.As a licensed Financial Services Consultant, you will help clients achieve lifetime financial security. You will provide investment advice, review portfolios,...