Investment Advisor Jobs in Montréal
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Search Results - Investment Advisor Jobs in Montréal
Royal Bank of Canada-Montréal
experience in the wealth management industry with a top-performing team. This opportunity is a one-year contract with full-time hours.
What will you do?
• Cold-call potential clients to book financial reviews with an Investment Advisor
• Assist...
rbc.com -
National Bank-Montréal
that will have a positive, long-term impact on our clients more precisely within the Gaudreau Team.
Your job:
Support investment advisors in providing superior customer service and be available to meet client requests
Carry out routine operations related...
EquiSoft inc.-Montréal
and Equisoft University)
Role: The Customer Support Specialist (Insurance and Investment) reports to the Manager, Support and will work closely with 8 other Customer Success Specialists. The incumbent will support insurance and investment advisors...
appcast.io -
National Bank-Montréal
A career as an Investment Analyst at National Bank Financial - Wealth Management, means that you’ll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada. In this position, you’ll use your analytical...
National Bank-Montréal
> Oversee the list of your Onboarding and Banking files by communicating with clients, Investment advisors and external partners by phone and email. Achieve volume and other product related objectives.
National Bank-Montréal
As an Investment Advisory Service Associate at National Bank, you’ll have the opportunity to discover the profession of financial planner by acting as an advisor to clients and following financial plans drawn up by a financial planner.
This role...
National Bank-Montréal
supervisors, regional directors, and other partners. Maintain an adequate monitoring program while helping evolve our practices to address current and future risks. Ensure the protection of investors, investment advisors, and registered...
National Bank-Montréal
Investment advisors and external partners by phone and email.
Achieve volume and other product related objectives.
Carry out daily follow-up activities and keep notes in the Salesforce (CRM).
Ensure adherence to compliance and risk management rules.
Listen...
Royal Bank of Canada-Montréal
and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment...
rbc.com -
National Bank-Montréal
collaborators)
Provide superior customer service in person, on the phone, and by email
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Diligently carry out transactions related to investment accounts...
National Bank-Montréal
involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100% consulting position, without the management of clients' tax returns!
Financière Sun Life-Montréal
>Use daily phone contact with investment advisors to build relationships, provide insight about capital markets and increase sales of Sun Life wealth solutions; Assist investment advisors and insurance specialists with Sun Life solutions...
jobillico.com -
National Bank-Montréal
>• Negotiate terms for files that comply with risk management standards and profitability criteria. • Establish constant communication and meticulous follow-up with Business Service account managers and Senior Investment Advisors of Private Management...
Royal Bank of Canada-Montréal
roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.
The Financial Planning...
rbc.com -
National Bank-Montréal
partners.
Maintain an adequate monitoring program while helping evolve our practices to address current and future risks.
Ensure the protection of investors, investment advisors, and registered personnel in the risk management sector and at National Bank...
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