Investment Advisor Jobs in Montréal
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Search Results - Investment Advisor Jobs in Montréal
National Bank-Montréal
As a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at National Bank Financial (NBF) and advise them on portfolio management best practices so...
National Bank-Montréal
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service...
National Bank-Montréal
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering...
Sun Life Financial-Montréal
mutual funds, segregated funds, annuities) by leveraging your established relationships while prospecting for new advisor relationships.
Develop and execute on an unmatched advisor experience conducted via sales meetings and investor seminars.
Represent...
Canadian Imperial Bank of Commerce-Montréal
will be accountable for effectively managing all administrative aspects of Wood Gundy branch operations. This will include hiring, management and supervision of non-commissioned branch staff, operational and administrative support to the branch and Investment Advisors...
Sun Life Financial-Montréal
and investor seminars.
Represent and promote Sun Life Global Investments in the local financial community by developing strong business relationships with advisors and industry associations.
Create and implement a thorough territory coverage plan.
Business...
National Bank-Montréal
National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about...
TD Bank-Montréal
and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPA
Follow-up and monitor inforce and pending cases
Maintain application quality assurance
Verify, witness and settle new insurance policies
Provide policy change...
Letko, Brosseau & Associates Inc-Montréal
we invest in, we seek to contribute to positive change, while earning superior returns for our clients.
The primary focus of the Senior Investment Counsellor is to serve as our clients’ trusted advisor. He or she will be the primary point of contact...
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 -
Aviso Wealth-Montréal
services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies...
workable.com -
Insight Global-Montréal
dedicated to supporting clients with taxation processes and services. One of the main objectives of this position is to improve the client experience while supporting investment advisors and trust agents. The successful candidate will provide tax preparation...
appcast.io -
National Bank-Montréal
requests from investment advisors to ensure appropriate types and levels of coverage, including making recommendations and ensuring follow-up.
Your role
• Managing back-office insurance requests such as agent changes, customer service management...
Scotiabank-Montréal
successful and well-respected Investment Advisors?Dive into a role where innovation meets tradition and your work directly impacts the success of those advisors and their clients? As Dynamic’s newest VP, Business Development - Systemized Solutions you...
Beutel, Goodman & Company Ltd.-Montréal
and confidently engage investment advisors in detailed conversations regarding our investment strategies, our peers, and capital markets.
• Promptly respond to requests and inquiries. Research and resolve issues accurately and document all relevant communications...
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