Wealth Planner & Investment Advisor
Scotiabank
A leading bank in Canada seeks a Financial Advisor for their investment and retirement planning teams. The role focuses on building and maintaining relationships with clients to meet financial goals. Key responsibilities include in-depth financial reviews, providing expert advice, and leveraging technology to enhance client interactions. Successful candidates will have financial planning experience and the necessary certifications, contributing to a supportive and inclusive work environment. #J-18808-Ljbffr
$50k - $125k per year
...Job Responsibility: Associate Client Investment Advisor Montreal, QC, CASalary + Bonus Assesses... ...construction and management, and other wealth management strategies. Supports... ...Organization Conseiller Associé en Investissement Client Lieu : Montréal, QC, CA Rémunération...SuggestedLong term contractPermanent employmentFull timeWork at officeWork from homeRelocationRelocation packageMonday to fridayFlexible hoursShift work$96.56k - $160.93k per year
...impacting change in emerging markets? We are looking for an Investment Officer, Funds ! Join FinDev Canada, Canada’s development financial... ...a diverse and talented team from around the world that brings a wealth of experience, knowledge, and passion to everything we do. We...SuggestedPermanent employmentFull timeInternshipWork at office3 days per week$68k - $78k per year
...Description Aviso Wealth: À Aviso, nous nous consacrons à l’amélioration du bien... ...représentant ou d’une représentante en investissements bilingue qui se joindra à notre équipe du... ...Practices Handbook (CPH) ou du Canadian Investment Regulatory Exam (CIRE) Examen réglementaire...SuggestedDaily paidFull timeApprenticeshipWork at office- ...Job Description What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity...SuggestedLong term contractFull timeFlexible hours
$65.17k - $86.9k per year
...emerging markets? We are looking for Analysts to join our investments teams! Join FinDev Canada, Canada’s development finance institution... ...a diverse and talented team from around the world that brings a wealth of experience, knowledge, and passion to everything we do. We...SuggestedPermanent employmentContract workInternshipWork at office3 days per week- ...To do this we are structured around three integrated specialisms; growth analytics, communication planning and screen neutral media investment. This has made us Canada’s largest media planning and buying agency on behalf of over 50 clients, including many of Canada’s largest...Full timeWork at office
$65.17k - $86.9k per year
...à apporter des changements positifs sur les marchés émergents ? Nous recherchons d'analystes pour se joindre à nos équipes d'investissement! Rejoignez FinDev Canada, l’institution financière de développement du Canada ! Nous travaillons avec et par l’intermédiaire du...Permanent employmentContract workWork at officeWorldwideDay shift$5000 per month
...Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada . Current... ...We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to...Long term contractFull timeRemote workHome officeFlexible hours$95k - $100k per year
...companies to small and mid-sized organizations in Canada/US and Europe. We currently have a role as a Senior Middleware Admin - Investment Banking with our large consulting client on a long term project with a major investment bank in the downtown Montreal area....Long term contractPermanent employmentFull timeContract workWork at officeWeekend work- ...succès repose sur une équipe de personnes investies dans notre culture, dans la réussite des... ...Our success takes a team of people who are invested in our culture, each other's success, and... ...reach the intended audience. The Media Planners are part psychologists, part scientists,...Daily paidFull timeApprenticeshipInternshipWork at officeFlexible hoursDay shift
$75k - $85k per year
...Senior Investment Specialist Build your career in the banking industry within a dynamic professional environment where you will support investment advisors and contribute to delivering an exceptional client experience. Enjoy a permanent full-time position with comprehensive...Permanent employmentFull time$100k - $140k per year
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at...Remote workFlexible hours- ...As a Business Development Director - Investments , the successful candidate is responsible... ...including managing general agencies (MGAs) and advisors. Implement sales and retention... ...Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP)...Long term contractFull timeWork at office
- ...a modern rail network. And this is just the beginning! As we continue to grow, we are looking for a passionate and talented Urban Planner to help shape the future of high-speed rail in Canada. Within AtkinsRéalis' Transportation Planning division, the Landscape Architecture...Full timeInternshipWork at officeWorldwideFlexible hours
$60k - $70k per year
...Administrative Assistant, Investments Build your career in the banking industry within a dynamic professional environment where you will contribute to smooth operations and an outstanding client experience. Enjoy a permanent daytime position, a 37.5-hour workweek, comprehensive...Long term contractPermanent employmentContract work$80k - $110k per year
...of a team that values excellence, accountability, and having fun along the way. About the Role We are looking for a Client Advisor, CPA who can combine strong technical accounting expertise with excellent client relationship management. This is an ideal...Long term contractPermanent employmentFull timeFlexible hours$50k - $55k per year
...Job Responsibility: Join our team as an Event Planner and Marketing Coordinator! We are looking for someone with skills in Event Planning and Marketing. In this position, you will have the opportunity to plan exciting and memorable events at a business level, so we require...Permanent employmentFull timeMonday to friday- ...position as the market leader in security workforce management software. What We're Looking For The Digital Client Success Advisor is responsible for driving scalable customer success outcomes across a high-volume portfolio through digital-first engagement...Long term contractFull timeWork at officeLocal areaRemote workWork from homeFlexible hours
- ...and pushing entertainment boundaries, join our journey and help create the unknown! Job Description As an Infrastructure Planner and Installer at Ubisoft Montreal, you will plan and complete light construction, renovation, and maintenance work across our leased...Full timeFor contractorsCasual work
- Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview...Full timeImmediate startRemote work
- Job Description Aperçu Nous sommes à la recherche d'un Planificateur(rice) Principal du Projet, pour notre division AtkinsRéalis Canada, ayant de l'expérience dans le secteur d'ingenirie pour mener des mandats et projets en relation avec les secteurs électricité et énergies...Full timeContract workWork at officeFlexible hours
- ...en Supply Chain et Logistique, parle votre langage et évolue dans votre univers Mission Je suis à la recherche d'un.e Demand Planner pour l'un de mes clients opérant dans la distribution. Basé à Montréal. Relevant du Manager Demand Planning, vous serez responsable...Permanent employmentTemporary workSeasonal work
$45k - $50k per year
...Position Summary The Buyer, Investments will work as part of an integrated media investment team. The role involves substantial interaction... ...-wide targets and commitments are met. L’acheteur.se, Investissements fera partie d’une équipe intégrée d’investissement média. Ce...Temporary workSummer workWork at officeFlexible hoursWeekend work$70k - $135k per year
Business Analyst – Investment Systems Position Description Contribute to the successful delivery of strategic initiatives at the... ...services firms in the world. Analyste d'affaires – Systèmes d’investissement Job Description Contribuez à la réussite d’initiatives...- ...that Scotiabank offers various investment specialist opportunities. If... ...please review our “Financial Advisor Investment and Retirement planning... ...is the role of a Financial Planner? As a Financial Planner, you... ...and commercial banking, wealth management and private banking...Long term contractWork at officeLocal areaFlexible hours
$70 - $95 per hour
...financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab. This role involves... ...applying financial expertise to enhance AI systems in wealth management and investment advisory workflows. Responsibilities include evaluating AI...Hourly payPart timeRemote work- ...Client Investment Consultant ~202604687 ~Montreal, Quebec, Canada ~Full time Description As a Senior Director on the Client... ...Role Lead Investment consulting client engagements (for both advisor and delegated/OCIO clients), ensuring quality of work and timely...Full time
$108k - $133.5k per year
...Reporting to the Director, Financial and Operations Policy, the Policy Advisor is a member of the Member Regulation Policy Team (MRP) and is... ..., drafting, review and approval of policy applicable to both investment dealers and mutual fund dealers. The Policy Advisor also...- ...region ** What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass... ...help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions Actively maintain and...Long term contractFull timeLocal areaFlexible hours
- ...balance means to you. When you join CIMA+, we welcome you to a place that you can call home. Job Description The Senior Advisor – Digital Solutions acts as both a strategic and technical expert to develop, structure, and grow the company’s digital offering. They...Permanent employmentFull timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planner & Investment Advisor. Be the first to apply!
- planner scheduler Montréal, QC
- transportation planner Montréal, QC
- planificateur entretien Montréal, QC
- planner Montréal, QC
- planificateur maintenance Montréal, QC
- junior planner Montréal, QC
- planificateur Montréal, QC
- medical equipment planner Montréal, QC
- planificateur de projets Montréal, QC
- facilities planner Montréal, QC


