Investment Advisor Assistant - Montreal

Canaccord Genuity (CG) est une société indépendante de services financiers… · ...

+Résumé du poste · Nous recherchons une personne énergique et organisée pour rejoindre notre équipe de conseillers financiers dans notre bureaux à Montręal. · +Compétences et qualificationsÉtudes complétes du Cours sur le commerce des valeurs mobiliˆres au Canada (CSC) et du Manu ...

Canaccord Genuity (CG) est une firme indépendante de services financiers entièrement intégrés, offrant des services dans deux principaux segments de l'industrie des valeurs mobilières : la gestion de patrimoine et les marchés des capitaux. · Nous sommes fiers de comprendre les be ...

· Canaccord Genuity (CG) est une société indépendante de services financiers à part entière, avec des activités dans deux segments principaux du secteur des valeurs mobilières : la gestion de patrimoine et les marchés des capitaux. · ...

Canaccord Genuity (CG) est une société indépendante de services financiers à part entière, · avec des activités dans deux segments principaux du secteur des valeurs mobilières : · la gestion de patrimoine et les marchés des capitaux. · Nous sommes fiers d'entendre les besoins: · ...

+ Build and grow Wood Gundy client portfolios through dedicated relationship management. · + Directly engage with high-net-worth clients to offer support, · uncover business opportunities, · and proactively improve the client experience. ...

The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. · ...

12 months. As senior IT support advisor provide user support and assistance for IT applications including installation configuration best practices issue resolution service request management and IT technical incident management help keep IT equipment up running particularly thro ...

We are looking for a self-motivated individual with exceptional administrative skills and a dependable nature to join our team as an Investment Advisor Assistant. The candidate will be responsible for preparing and reviewing reports, processing transactions, handling phone calls, ...

We're building a relationship-oriented bank for the modern world. · Talented professionals who are dedicated to doing what's right for our clients. · ...

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. · Prepare and review daily/monthly/annual reports, · Process and follow up on security transactions and transfers, · Handle incoming and outgoing phone calls with clients, ...

The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. · Prepare and review daily/monthly/annual reports, client correspondence and taking ownersh ...

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on ...

We're building a relationship-oriented bank for the modern world. · We need talented, passionate professionals who are dedicated to doing what's right for our clients.Our team members have what they need to make a meaningful impact and are truly valued for who they are and what t ...

We're building a relationship-oriented bank for the modern world. · We need talented professionals who are dedicated to doing what's right for our clients..Our team members have what they need to make a meaningful impact. · ...

We are seeking a self-motivated individual with exceptional administrative skills and a dependable nature to join our team as an Investment / Financial Advisor Assistant. The candidate will be responsible for preparing and reviewing daily/monthly/annual reports, client correspond ...

We are seeking an Investment Advisor, Analyst or Portfolio Manager for a full-time on-site role located in Montreal, QC. · Developing and implementing financial plans and investment strategies, · Providing expert advice to clients on financial matters, · ...

We are seeking an Investment Advisor, Analyst or Portfolio Manager, Marketing and Events Project Manager, or Administrative or Investment Assistant for a full-time on-site role located in Montreal. · ...

The Vice President, Systemized Solutions is a trusted partner to financial advisors, · helping them design and implement effective investment management process through · a structured, consultative process. · This role blends portfolio construction expertise, · advisor engagement ...

Wealth Management Associate Role · Assist Private Wealth Advisors in administrative tasks. · Prioritize client satisfaction through exceptional customer service. · Your Team: · To serve high-potential clients effectively, · you join a dedicated team that works closely with sector ...