Portfolio Assistant - Montreal

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. · Works collaboratively within the assigned team / branch and with business partners. · ...

This is a Portfolio Assistant role that provides administrative and operational support to the delivery of financial and investment planning and advice. The candidate will work collaboratively within the assigned team/branch and with business partners. · ...

This role provides administrative and operational support to deliver financial and investment planning advice to customers. The candidate will work collaboratively within a team/branch with business partners. · The role involves identifying gaps in sales/service performance targe ...

We are looking for a Portfolio Management Assistant for our Montreal Office. · Portfolio Management Assistant · ...

This is an opportunity to work as a Portfolio Management Assistant with RBC Phillips, Hager & North Investment Counsel Inc. The role involves working with Investment Counsellors on portfolio management work and maintaining knowledge on investment solutions. · As a key element of ...

+h2>Job summary · As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. · +Typically between 0 - 2 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education ...

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, · ...

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. · ...

Wealth Sales & Service As a co-op/intern student at BMO you will have the opportunity to be heard keep growing and make a difference You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below Our student ...

As a co-op/intern student at BMO you will have the opportunity to be heard keep growing and make a difference. · You will be part of our campus program to gain skills and knowledge needed to take on roles similar to the description listed below. · The student experience program i ...

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. · ...

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. · ...

We are seeking an Investment Operations Assistant to join our Montreal team. · ...

The Director, Alternative Asset Allocation – plays a pivotal role in advancing Scotia Global Asset Management's leadership in portfolio construction and alternative investments. · ...

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 ...

+Job summary · Soutien administratif clé et gestion des opérations du bureau. · Responsabilités,Soutien administratif clé. · Gestion des opérations du bureau. · ...

A career as a Master Product Owner (Product Lead) within the Wealth Management team at National Bank means acting as a strategic leader to drive the evolution of advisory and portfolio management capabilities within an Agile Release Train (ART). · ...

This role is accountable for what training offerings exist, why they exist from a business and market perspective, and how they evolve to meet customer needs, revenue goals, and strategic priorities. · Define and maintain the training portfolio strategy based on market needs, cus ...

We're seeking a Manager / Senior Manager to partner with key stakeholders and peers to support and engage with our powerful networks of people opportunities and investments.Reporting to the Senior Director Portfolio Management PM Infrastructure and Private Equity the Manager / Se ...

ShariaPortfolio Canada is seeking an experienced Investment Advisor to join their growing team. · Educate clients on the principles of Islamic finance and the benefits of Sharia-compliant investing. · ...