wealth jobs in Montreal

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...

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...

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...

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...

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...

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...

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...

Application Deadline: 11/20/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service The 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...

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...

Scotiabank in Montreal, Canada seeks a Portfolio Administrator to support Relationship Managers by handling client service tasks, account documentation, and regulatory compliance. The role focuses on maintaining accurate records, processing onboarding, and contributing to ongoing operational excellence within the Private Investment Counsel team.The position...

Who We AreFiera Capital is a global independent asset manager with an entrepreneurial culture and a clear vision: to deliver disciplined, high-conviction investment solutions that create lasting value for our clients. From our Canadian roots to a global firm, we are defined by deep investment expertise, an ownership mindset, and enduring client partnerships....

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...

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...

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...

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. ...

A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of...

Elevate your finance career as a Total Wealth Planner at Scotiabank's Advanced Planning Services in Montreal, QC. Focus on Ultra High Net Worth clients, providing strategic wealth planning advice. As a Total Wealth Planner, you will contribute to the success of the Client Solutions team within Canadian Wealth Management. This role requires a minimum of 5...

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...

Desjardins is seeking a Wealth Management Advisor to develop lasting relationships with members and clients, assessing needs and offering tailored financial plans, investments, and insurance solutions. You will serve mass-affluent individuals, businesses and owners across life stages to help achieve goals.You will promote digital solutions, conduct onsite...