Wealth-Management Accountant - Montreal - Bedard Resources

We are an independent wealth management team that supports individuals, families, and entrepreneurs in managing and planning their wealth. Our work is built on long-term relationships and a comprehensive approach covering investments, retirement, and estate planning. · This posit ...

We are an independent wealth management team that supports individuals, families, and entrepreneurs in managing and planning their wealth. Our work is built on long-term relationships and a comprehensive approach covering investments, retirement, and estate planning. · This posit ...

This is a four-month position running from May to August. · Applicants must be currently enrolled at a recognized Canadian college or university or have graduated within the past eight months. · We are looking for a Wealth Management Intern (Student/New Grad Position). This role ...

Wealth management advisor to serve and develop business relationships with clients. · Drum up new business and develop the full potential of existing members and clients. · Set goals and advise members and clients on the best strategies. · ...

We are looking for a Wealth Management Intern (Student/New Grad Position) to support the sales team by providing activity management and case support.This is a four-month position running from May to August. · ...

We are looking for a Wealth Management Intern (Student/New Grad Position). This role is hybrid and requires the successful candidate to work on-site at least 3 days per week in our Montreal Office. · As a Wealth Management Intern (Student/New Grad Position), you will support the ...

As a wealth management advisor you're responsible for developing lasting business relationships with clients to ensure they're satisfied Listening to members' needs offering advice on suitable solutions and helping them choose appropriate investments loans insurance products · B ...

As a wealth management advisor you're responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they're satisfied. · ...

Develop and maintain lasting business relationships with members and clients to ensure satisfaction. Listen to needs and offer advice on financial solutions. Drive results by developing strategies and recommending investments. · ...

Wealth management advisor responsible for developing business relationships with members and clients to ensure satisfaction. Role involves listening to needs, offering advice on financial situation, recommending solutions to meet goals. Work closely with client base of affluent i ...

Wealth Management Advisor. As a wealth management advisor you're responsible for developing lasting business relationships with members and clients. You will advise on strategies to meet their financial goals. ...

As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial ...

As a wealth management advisor you're responsible for developing and maintaining lasting business relationships with members to ensure their satisfaction helping them choose solutions to meet their financial goals. · ...

Develop and maintain lasting business relationships with members and clients to ensure they're satisfied. Listen to their needs and offer advice that fits their financial situation. · ...

As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial s ...

As a wealth management advisor you develop lasting business relationships with members and clients listening to their needs offering advice on financial situation helping them choose solutions meet financial goals. You drive results developing strategies recommending investments ...

As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. · ...

Joining the strategic Wealth Management team at National Bank as a Product Owner means becoming a key player in transformation and innovation. With your expertise in wealth management, you will have the opportunity to lead high-stakes projects. · ...

The Portfolio Manager contributes to the overall success of the Private Wealth department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. · Champions a customer focused culture to deepen ...

We believe that true wealth management is about more than numbers — it's about people, purpose and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada's leading independent investment and insurance dealers, · Develop and grow your client ba ...

A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. · Assess and identify clients' financial planning needs and propose tailored solutionsPrepare all types of financial p ...