Financial Investment Advisor Jobs in Montréal
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Search Results - Financial Investment Advisor Jobs in Montréal
Canadian Imperial Bank of Commerce-Montréal
communication
• Assist in asset allocation and financial product recommendations
• Provide administrative support to Investment Advisors
Requirements:
• Accreditation as an Investment Representative (IR)
• CIRO Derivatives license preferred
• Experience...
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BMO-Montréal
Elevate customer financial experiences as a BMO Wealth Investment Advisor, working remotely during flexible hours. Provide insightful wealth management strategies to meet client goals.
This full-time advisory role seeks candidates with 2-3 years...
Recrute Action-Montréal
Elevate your career as the Investment Advisor Services Team Lead in vibrant downtown Montréal. Focus on KPI optimization and advisor experience within a supportive hybrid work environment.
This evolving role requires a shift from a transactional...
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Mercor-Montréal
AI research lab. In this role, you’ll apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows.
You’ll play...
Canadian Imperial Bank of Commerce-Montréal
with processes to redirect assets to appropriate financial products based on client risk tolerance and demographic profile as determined by the Investment Advisor.* **Client Engagement -** Focus on each client's experience and connect on a personal level to make...
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National Bank-Montréal
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF Investment Advisors (IAs) in their financial planning needs by providing information and, most importantly, by preparing comprehensive...
National Bank-Montréal
A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information.
In other words...
National Bank-Montréal
that will have a positive, long-term impact on our clients.
Your job:
• Support investment advisors in providing superior customer service and be available to meet client requests
• Carry out routine operations related to financial transactions (e.g...
National Bank-Montréal
A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF Investment Advisors (IAs) in their financial planning needs by providing information and, most importantly, by preparing comprehensive...
Recrute Action-Montréal
Investment Advisor Services Team Lead (Investments)
Drive the performance of a key financial services team: real-time management, KPI optimization, and SLA compliance within a major transformation environment. Strategic role with direct impact...
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National Bank-Montréal
A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information.
In other words...
Scotiabank-Montréal
A leading financial institution is seeking an Investment Representative for its Contact Centre in Montreal. This role requires a strong knowledge of investment products and a commitment to providing excellent customer service.
Candidates should have...
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National Bank-Montréal
A career as a Senior Advisor, ETF Communications and Strategy within the Sales Enablement and Digital Strategy team at National Bank Investments (NBI) means playing a central role in the positioning and adoption of NBI ETFs across multiple...
Bank of Montreal-Montréal
experience and overall business objectives.Works with Investment Advisors to obtain referrals and generate life and disability sales.Develops insurance sales strategies and presents clients with concepts focussed on estate planning/ financial...
National Bank-Montréal
A career as a Senior Advisor, ETF Communications and Strategy within the Sales Enablement and Digital Strategy team at National Bank Investments (NBI) means playing a central role in the positioning and adoption of NBI ETFs across multiple...
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