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Keywords: Investment Advisor, Location: Montreal, QC

Page: 2

Client Advisor

based performance environment, you can build a great career with us as a future Account Manager/Banking Advisor.... Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course...

Location: Montreal, QC
Posted Date: 15 Apr 2025

Client Advisor

Manager/Banking Advisor. What will you do? Proactively engage with clients in the branch and deliver an outstanding... within the financial, service or retail industry. Mutual Funds accreditation, or willingness to obtain it (i.e., Investment...

Location: Montreal, QC
Posted Date: 12 Apr 2025

Advisor, Private Markets Solutions Delivery (Temporary - 18 months)

ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets... At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads...

Company: Invest PSP
Location: Montreal, QC
Posted Date: 12 Apr 2025

Advisor, Global Strategist, Dynamic Asset Allocation and Currency Management

ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets... At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads...

Company: Invest PSP
Location: Montreal, QC
Posted Date: 02 Mar 2025

Advisor/Senior Advisor, Economics, Dynamic Asset Allocation and Currency Management

ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets... At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads...

Company: Invest PSP
Location: Montreal, QC
Posted Date: 20 Feb 2025

Senior Advisor, Leadership and Learning Development

ABOUT US We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets... At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads...

Company: Invest PSP
Location: Montreal, QC
Posted Date: 20 Feb 2025

Business Advisor- Kirkland, QC

and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 07 May 2025

Advisor, Securities

As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships...

Company: Desjardins
Location: Montreal, QC
Posted Date: 06 May 2025

Financial advisor - Royalmount, Montreal

culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect..., wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 30 Apr 2025

Banking Advisor

with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients...? Must-have Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course...

Location: Montreal, QC
Posted Date: 17 Apr 2025

Senior Specialist, Regional Marketing

marketing strategy and growth objectives Establish and maintain trusted advisor relationships with regional leadership... campaign performance, including return on investment tracking, delivering feedback, and providing debrief/post-event reports...

Company: BDO
Location: Montreal, QC
Posted Date: 17 May 2025

Bilingual (Fr/En) Law Clerk - 12months contract

and long term disability, investment-related matters and other issues. Applying your education, practice experience.... You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor...

Company: Canada Life
Location: Montreal, QC
Posted Date: 16 May 2025
Salary: $56000 - 83900 per year

CIBC–Branch Manager, Wood Gundy-Bilingual

may include the following roles: Associate Branch Manager, Manager Branch Administrator, Investment Advisor, Associate... Investment Advisor, and Branch Administrator. . Operational Effectiveness - Supervision of all activities of each branch office...

Company: CIBC
Location: Montreal, QC
Posted Date: 16 May 2025

Coordinator Region Office Operations - Montreal West Island (18-month term)

. The company provides a broad range of financial planning and investment management services to help more than two million... is responsible for providing operational and administrative support services to members of the Advisor network in Region and Division...

Location: Montreal, QC
Posted Date: 15 May 2025

Financial Consultant

as an investment advisor or MFDA/IIROC license is preferred Ability to articulate value propositions effectively over the phone... and investment solutions, including financial planning and insurance, to clients across the wealth spectrum. As a Financial...

Company: Manulife
Location: Montreal, QC
Posted Date: 14 May 2025

Bilingual (Fr/En) Client Experience Specialist I

Permanent Full Time - Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management... to provide a consistent experience for existing clients and prospects Schedule and manage Advisor/Client Appointments...

Company: Canada Life
Location: Montreal, QC
Posted Date: 14 May 2025
Salary: $44700 - 67000 per year

Étudiante/Étudiant – Relations avec les courtiers/ Student, Dealer Relations (Fall 2025)

years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly.... Update, research and maintain advisor information and change requests from various business units including Sales, Client...

Location: Montreal, QC
Posted Date: 14 May 2025

New Business Case Coordinator (Bilingual with Mandarin)

Manulife’s Insurance business unit is a leading provider of investment and insurance solutions that meet the diverse... Account and Independent Advisor offices, as well as to liaise with internal departments to ensure new life insurance...

Company: Manulife
Location: Montreal, QC
Posted Date: 11 May 2025

ScotiaMcLeod - Wealth Management Internship/Co-op - Fall 2025 - Québec

excellence and trusted investment advice. Our advisory teams pride themselves on working closely with clients, exploring... business. Interns play an integral role in the team, working directly with an Advisor(s) and team members supporting business...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 09 May 2025

Commercial Banking Analyst - Roynat Capital Internship/Co-op - Fall 2025 - Montreal

are committed to delivering advice. You will be a trusted business advisor offering a full suite of customized lending, deposit... investment summaries, and mitigating risk. Make it easy for clients to do business with Roynat by bringing a full suite...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 09 May 2025