Adjoint ou adjointe, Gestion de patrimoine/Wealth Associate - Montreal, Quebec

L'adjoint ou l'adjointe en gestion de patrimoine sera principalement responsable de fournir un service personnalisé aux clients. · Cultiver des relations solides avec les clients. · Soutenir la mise en place des stratégies financières pour les clients. · ...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impa ...

+ Job summary: As a Wealth Associate at National Bank Financial - Wealth Management, you will support investment advisors in providing superior customer service and collaborate with clients to achieve their financial goals.+ Qualifications:Completed college and/or university dipl ...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. · ...

+ A career as a Wealth Associate within family wealth management Group Schulman at National Bank is +a job where you can showcase your ability to work in synergy with clients and colleagues.Your job:Support investment advisors in providing superior customer service and be availab ...

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 ...

RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. · ...

RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. · ...

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. · We are looking for an Associate to provide high-quality service to private wealth clients and support portfolio management activities. · The successful candidate will have ...

Wealth Management Associate - Assist Private Wealth Advisor in administrative tasks related to managing client accounts. · Provide superior customer servicePrepare client meetingsMaintain client files in compliance with deadlinesCoordinate administrative tasks with various operat ...

L'opportunité de carrière consiste à travailler comme conseiller en gestion de patrimoine junior pour Manuvie. · Rendre visite aux clients pour comprendre leurs portefeuilles. · Effectuer des prospections pour développer son réseau. · Gérer les relations avec les clients pour leu ...

The Associate Total Wealth Planner provides plan input support to Senior Total Wealth Planners and offers full planning engagements to existing clients with investable assets below $1 million. · Input data and scenario modelling in Conquest Planning software. · Identify and commu ...

The Associate Total Wealth Planner provides plan input support to Senior Total Wealth Planners in market and provides full planning engagements to existing clients of Scotia Wealth Management with investable assets of less than a million. · ...

The RBC Dominion Securities Uptown branch is seeking an experienced individual to join a high-performing team. · Deliver comprehensive financial plans · Prepare wealth projections and modeling using firm tools to support client objectives · ...

The RBC Dominion Securities Uptown branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio managers to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and ...

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed to cultivating an inclusive safe and trusting work env ...

Wealth Associate will assist Private Wealth Advisor in administrative tasks related to client accounts and provide superior customer service. · Coordinate administrative tasks with various operational services to efficiently complete required activities. · Perform diverse adminis ...

We invest in creating a culture of purpose that makes our people feel valued cared for seen and heard. · Your Inclusive Experience: We are committed to cultivating an inclusive safe and trusting work environment. · Your Growth & Empowerment: We have ambitious growth goals for our ...

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen and heard. Our approach to employee experience is tailored to your needs and ambitions: · ...

At Fiera Capital we invest in creating a culture of purpose that makes our people feel valued cared for seen and heard. · We are committed to cultivating an inclusive safe and trusting work environment. · ...