Investment Advisor Jobs in Montréal
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Search Results - Investment Advisor Jobs in Montréal
Richardson Wealth Ltd-Montréal
Investment Advisor, National Partnership Office
March 3, 2025
About Us:
As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across...
appcast.io -
National Bank-Montréal
at $ 58000 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...
National Bank-Montréal
Youtube Video 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
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...
Raymond James Financial-Montréal
Job Description - Investment Advisor Assistant (Evergreen) (2403516)
At Raymond James,we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. is Canada’s leading independent investment dealer offering high...
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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...
Manulife Wealth-Montréal
We enjoy our work and encourage fun in our; constant pursuit of excellence.
What you’ll be doing
As a member of the Senior Investment Advisor team, you’ll work in a fast-paced environment where you’ll make a meaningful difference in our clients...
National Bank-Mercier, 26 km from 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, schedule...
National Bank-Montréal
Youtube Video
As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Through your friendly approach...
Royal Bank of Canada-Montréal
and increase sales by cultivating relationships with Investment Advisors and delivering valued insights to effectively position RBC Global Asset Management (RBC GAM) and RBC iShares as a primary partner for delivering investment solutions for their clients...
rbc.com -
iA Groupe Financier- Centropolis Laval-Montréal
a financial security advisor for iA Financial Group means experiencing the benefits of self-employment WITH the support you need to achieve your professional goals.
Our engagement
Comprehensive training focused on practice; Flexible hours; Supervision...
Montréal
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 they support.
At Mackenzie...
icims.com -
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
information in a concise way.
• Above average inter-personal skills, including the entrepreneurial perspectives of Investment Advisors and Investment Counsellors.
• Able to work from your home office, which is compliant with home office standards; and, able...
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...
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