Personal investment advisor jobs in Montréal, QC

 ...Reporting to the Branch Manager, the Advisor, Retail Services, manages and...  ...of clients by providing personalized, quality consulting services...  ...clients' financial and investment needs based on their financial...  ...groups, including Indigenous persons, racialized and persons with... 

Senior Investment Advisor Location Montréal, QC : As a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support...  ...and promote portfolio management best practices. Provide personalized support in implementing changes to the different investment... 

 ...fulfilling career by exploring the opportunity to become an Investment Advisor with us! What will you do? Establish a client base of...  ...trusted, often multi-generational, long-term relationships using personalized service and advice Establish and maintain mutually... 

 ...purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the... 

 ...entreprises et aux sociétés, des services bancaires privés, d’investissement et de gestion de patrimoine ainsi que des services liés aux marchés...  ...de leur intérêt pour la Banque Scotia; cependant, nous communiquerons uniquement avec les personnes retenues pour une entrevue.

By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for...

By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for...

 ...and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales...  ...through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking... 

 ...purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the... 

 ...addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self...  ..., and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance... 

 ...relationship management, trusted investment advice and exceptional client...  ...work closely with Investment Advisors at CIBC Wood Gundy to help...  ...experience and connect on a personal level to make every interaction...  ...dedicated for you to use to invest in your growth and... 

 ...State Quebec Area of Interest: Wealth management A career as an investment analyst in Wealth Management at National Bank Financial is a job...  ...What can you bring to our team? Come live your ambitions with us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal

 ...portefeuilles pour optimiser les rendements. Analyse financière des investissements : Apporter une expertise concernant les orientations...  ...sur la planification successorale incluant l’assurance de personne. Développer des stratégies financières pour atteindre les objectifs... 

 ...that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the...  ...alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless... 

 ...Job Summary Job Description What is the opportunity? RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide... 

 ...risk taking. We are launching a new investment management activity, focusing on renewable...  ...nouveau segment d’affaires de fonds d’investissement dans les énergies renouvelables. Ce rôle...  ...administratif est limité et est idéal pour une personne qui aspire à opérer dans un... 

 ...administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related...  ...hours/week: 37.5 Employment Type: Full time Platform: Personal and Commercial Banking Job Type: Regular Pay Type:... 

 ...independence and work life balance. As a Sun Life advisor, you’ll receive exceptional training and...  ...services • National advertising and personalized marketing collateral • An innovative ‘...  ...clients work toward their long-term investment and retirement goals • Build and grow... 

Senior Advisor Location Hybrid remote in Montréal, QC : At Desjardins, we believe in equity,...  ...financial results, produce budget forecasts, invest in pension plans and improve financial...  ...subject matter expert, as well as resource person and coach for senior management and decision...