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Keywords: Wealth Management Advisor, Location: Montreal, QC

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Wealth Management Advisor

As a wealth management advisor at , you’re responsible for developing and maintaining lasting and trusting business.... You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management...

Company: Desjardins
Location: Montreal, QC
Posted Date: 09 Jan 2025

Associate Wealth & Retirement Advisor

Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers.... The Associate Wealth & Retirement Advisor is member of a team of wealth advisors delivering wealth and retirement advice...

Company: Manulife
Location: Montreal, QC
Posted Date: 15 Jan 2025

Associate Wealth Advisor

Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice... and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients...

Location: Montreal, QC
Posted Date: 12 Jan 2025

ScotiaMcLeod - Wealth Management Intern/Co-op - Summer 2025 - Québec

to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is a full...-service wealth management firm which has earned a reputation for integrity based on service excellence and trusted investment...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 10 Jan 2025

ScotiaMcLeod - Wealth Management Intern/Co-op - Summer 2025 - Québec

to do a co-op or internship with ScotiaMcLeod! As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is a full...-service wealth management firm which has earned a reputation for integrity based on service excellence and trusted investment...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 09 Jan 2025

Senior Manager, Financial Services, Wealth and Asset Management

. We are seeking a Senior Manager to strengthen our Wealth and Asset Management practice in the Montreal office. As a Senior Manager... in our Wealth and Asset Management practice, you will have overall responsibility to plan and manage client engagements, lead the...

Company: KPMG
Location: Montreal, QC
Posted Date: 15 Dec 2024

Bilingual Advisor Payroll Associate, Consultant Services

diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company... their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. Under IGM...

Posted Date: 19 Jan 2025

Investment Advisor

wealth management and investment services for your clients Foster trusted, often multi-generational, long-term relationships... time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Commission Posted Date: 2025-01-22 Application...

Location: Montreal, QC
Posted Date: 24 Jan 2025

Investment Advisor, Wood Gundy - Bilingual

within a team focused on the delivery of an integrated wealth management offer to clients requiring tailored financial solutions..., you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment...

Company: CIBC
Location: Montreal, QC
Posted Date: 01 Jan 2025

Small business advisors-Ste-Foy, QC

and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank...; an understanding of financial statements, applicable risk management policies and legal and security documentation for small business...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 22 Jan 2025

Small business advisors-Ste-Foy, QC

and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank...; an understanding of financial statements, applicable risk management policies and legal and security documentation for small business...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 21 Jan 2025

Small Business Advisor -Decarie & Ferrier,QC

range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate... products and services, including; an understanding of financial statements, applicable risk management policies and legal...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 11 Jan 2025

Small Business Advisor -Decarie & Ferrier,QC

range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate... products and services, including; an understanding of financial statements, applicable risk management policies and legal...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 10 Jan 2025

Portfolio Strategist

diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company... their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. Under IGM...

Posted Date: 17 Jan 2025

Bilingual Senior Manager, Compliance Investigation

diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company... their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. Under IGM...

Posted Date: 16 Jan 2025

Director, Securities Research Analysts

diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company... their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. Under IGM...

Posted Date: 09 Jan 2025

Regional Sales Manager (Wholesaler)

(communication écrite et orale). About AGF: Founded in 1957, AGF Management Limited is an independent and globally diverse asset... management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental...

Company: AGF Management
Location: Montreal, QC
Posted Date: 22 Jan 2025

Senior Analyst, Institutional Client Experience - Montreal - Bilingual

management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC... they are and what they contribute. To learn more about CIBC, please visit What you’ll be doing CIBC Asset Management (CIBC AM) is one of Canada...

Company: CIBC
Location: Montreal, QC
Posted Date: 23 Jan 2025

Bilingual (Fr/En) Regional Sales Associate

Sales Associate (Wealth), you will support the sales team by providing activity management and case support to ensure the... listeners, and passionate about wealth management/investing, the markets, finding solutions, and working with people Completed...

Company: Canada Life
Location: Montreal, QC
Posted Date: 23 Jan 2025
Salary: $49900 - 74800 per year

Senior Actuarial Consultant | Retirement Consulting

and account management, leading client meetings, acting as the main point of contact and trusted advisor, understanding... strategic guidance, expert analysis, and effective risk management to help our clients offer the best pension plan...

Company: LifeWorks
Location: Montreal, QC
Posted Date: 23 Jan 2025