- Ensuring the suitability of client recommendations, and that they are in line with the clients' financial goals, objectives and risk levels
- Maintaining a good understanding of client profiles and that the Advisor's investment strategy being used to implement client objectives
- Ensuring non-solicited trades meet the client risk tolerance
- Managing marketing programs, including development, approvals and implementation
- Developing content and maintaining Advisor website
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Senior Investment Advisor
2 days ago
National Bank Montreal, Canada PermanentAttendance Hybrid Job Number 20935 Category Manager Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-May-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management As a S ...
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Senior Investment Advisor
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NBC Montreal, Canada Full timeArea of Interest: Wealth management 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 practice ...
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Investment Advisor
6 days ago
Royal Bank of Canada> Brossard, Canada Full timeJob Summary · Job Description · Do you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in makin ...
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Investment Advisor
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Associate Investment Advisor
4 days ago
Manulife Wealth Dorval, CanadaCompany Description · For over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and man ...
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Associate Investment Advisor
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Manulife Wealth Dorval, CanadaCompany DescriptionFor over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manage ...
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Connor, Clark & Lunn Financial Group Montréal, Canada**Conseiller en gestion de patrimoine** · **Gestion privée Connor, Clark & Lunn Ltée.** · **Montréal, QC** · Le Groupe financier Connor, Clark & Lunn (« Groupe financier CC&L ») offre des services de gestion de placements aux particuliers, aux conseillers, aux caisses de retraite ...
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Connor, Clark & Lunn Financial Group Montréal, Canada**Conseiller en gestion de patrimoine** · **Gestion privée Connor, Clark & Lunn Ltée.** · **Montréal, QC** · Le Groupe financier Connor, Clark & Lunn (« Groupe financier CC&L ») offre des services de gestion de placements aux particuliers, aux conseillers, aux caisses de retraite ...
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Vice-président Adjoint, Ventes Au Détail/avp
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Administrative Assistant
2 days ago
Nour Private Wealth Montréal, Canada**DESCRIPTION DU POSTE** · Gestion Privee Nour (GPN) est à la recherche d'un(e) assistant(e) administratif(ve) expérimenté(e) pour l'un des conseillers en investissement de GPN. · L'assistant(e) administratif(ve) assistera l'équipe dans de nombreux domaines de la gestion de patri ...
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Investment Representative/représentant(E) en
1 week ago
Raymond James Ltd Montréal, Canada**Job Summary** · The primary role of the Investment Representative is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client reque ...
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Vice President, Systemized Solutions
4 days ago
Scotiabank Montréal, Canada**Requisition ID**: 182811 · Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. S ...
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Vp, Business Development
2 days ago
Scotiabank Montréal, Canada**Requisition ID**: 182811 · Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. S ...
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Assistant Wealth Management
1 week ago
National Bank of Canada Montréal, CanadaA career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term im ...
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Regional Sales Manager
3 days ago
AGF Management Limited Montréal, CanadaAbout AGF: · Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth busine ...
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Manager, Branch Administrator
5 days ago
Richardson Wealth Ltd Montréal, Canada**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 the country, we are home to some of Canada's best investment advisors. We've embarked on an excit ...
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Associate (Bilingual English/french)
4 days ago
Richardson Wealth Montréal, Canada**Employment Status**: · - Permanent Full-Time**Location**: · - Montreal, QC**Department**: · - Retail**Reporting To**: · - Investment Advisor(s) and Branch Management Team**Job Id**: · - MTL - 035**Job Level**: · - L4**Seniority Level**: · - Associate**Position Overview**: · We ...
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Branch Manager, Quadrus Investment Services
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Canada Life Assurance Company Montréal, Canada**Job Description**: · We are looking for a Branch manager for Quadrus investment services Ltd · The role of branch manager is to ensure that the mutual fund trading activities performed by investment representatives (sales representatives), office administrative staff and anyone ...
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Wealth Associate
4 hours ago
National Bank of Canada Montréal, CanadaA 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 exceptional customer service that w ...
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Associate
1 day ago
National Bank of Canada Montréal, CanadaA career as a Wealth Management Assistant 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 exceptional customer service that will have a po ...
Associate, Investment Advisor - Montréal, QC, Canada - Scotiabank
Description
Join the Global Community of Scotiabankers to help customers become financially better off.Scotiabank is a premier financial institution and Canada's most international bank recognized as a Best Workplace, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, Chile and Latin America by the Great Place to Work Institute.
Scotiabank is Canada's international bank and a leading financial services provider in North America, Latin America, the Caribbean and Central America, and parts of Asia.
We are dedicated to helping our 21 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management, corporate and investment banking.
Corporate Social ResponsibilityScotiabank helps to build bright futures worldwide through ethical banking practices, environmental awareness and a commitment to communities.
ScotiaMcLeod offers full-service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada.
ScotiaMcLeod has earned a reputation for integrity based on our standards of excellence, quality service and a commitment to doing what's right for our clients.
At ScotiaMcLeod, we pride ourselves on the strong team we have developed to support the Wealth Advisors.In addition to traditional administrative support, we also have a number of licensed roles to assist the advisors with their clients, with their individual marketing, and with the growth and development of their businesses.
ScotiaMcLeod provides both internal training as well as financial assistance for external courses to support and encourage career path progression for our employees.
As part of Scotiabank, you will see the many benefits of working for an employer of choice - one that reflects the community and one that attracts and retains talent from diverse backgrounds.
We encourage open communication, recognize and reward performance, and provide opportunity for growth. ScotiaMcLeod is currently seeking an Investment Associate.The Investment Associate is licensed as a Registered Representative. Identifying new business opportunities to gather additional assets and/or increase revenue
* complete all relevant licensing as required by the Advisor's business eg. maintain license by complying with all regulatory requirements