Investment Advisor Jobs in Montréal
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Search Results - Investment Advisor Jobs in Montréal
National Bank-Montréal
at $ 57000 per year Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Advisory services, Call centres As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your...
National Bank-Montréal
Customer Service Manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
We want to contribute to your quality of life by offering you as much flexibility...
Banque Nationale du Canada-Montréal
Please note that this position can be held from different cities in Quebec including Montreal and Quebec ***
A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors...
appcast.io -
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., purchases...
Purpose LP-Montréal
Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Who is DRIVEN...
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BMO Financial Group-Montréal
Application Deadline:
01/24/2025
Address:
65 rue Belvedere N, # 230
Job Family Group:
Wealth Sales & Service
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration...
SGS Société Générale de Surveillance SA-Montréal
organization and processes.
• Oxygen & US RIA: Setup and support IT platform to support the US Registered Investment Advisory (RIA) in line with the capital-light business strategy.
Products: Loans, Letters of Credit, Asset Backed Products, Loan Trading...
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RBC-Montréal
Job Summary
Job Description
What is the opportunity?
You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new...
Royal Bank of Canada-Montréal
and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information...
rbc.com -
Montréal
business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors...
icims.com -
Royal Bank of Canada-Montréal
by cultivating relationships with Investment Advisors and delivering valued insights to effectively position RBC GAM and RBC i Shares as a primary partner for delivering investment solutions for their clients’ portfolios.
For more information, please visit...
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Royal Bank of Canada-Montréal
Job Summary
Job Description
What is the opportunity?
You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new...
rbc.com -
National Bank of Canada-Montréal
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
• Open and update client files
• Coordinate advisors’ agendas...
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