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Investment Advisor
14 hours ago
Groom Associes Dorval, CanadaBig Opportunity to join one of the fastest growing Investment team in Canada Opportunity to buy into a book of business · Responsibilities:Providing financial advice and servicing clients. · Conducting complimentary needs analysis across several financial planning. · Review with ...
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Investment Advisor
3 hours ago
Groom Associes Dorval, QC, CanadaBig Opportunity to join one of the fastest growing Investment team in Canada Opportunity to buy into a book of business · Responsibilities: · Providing financial advice and servicing clients. · Conducting complimentary needs analysis across several financial planning. · Revie ...
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Senior Investment Products Advisor
4 hours ago
Desjardins Group Montreal, CanadaConseiller principal ou conseillère principale, Produits d'investissement page is loaded · Conseiller principal ou conseillère principale, Produits d'investissement · Postuler remote type Le mode de travail s'appliquant au poste est hybride locations Montréal time type Temps ple ...
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Associate Investment Advisor
3 weeks 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 m ...
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Associate Investment Advisor
3 weeks 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 manag ...
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Investment Advisor
1 week ago
Royal Bank of Canada Dieppe, CanadaJob SummaryJob DescriptionGrow your business, your way - with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, supp ...
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Senior Investment Advisor
1 week ago
National Bank Montreal, Canada Full timeAs 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 practices so that they can better support their c ...
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Financial Advisor, Investment
3 weeks ago
Scotiabank Montreal, CanadaRequisition ID: 195584 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the ...
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Financial Advisor, Investment
2 weeks ago
Scotiabank Montreal, CanadaIs this role right for you? · In this role, you will: Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers · Be results-driven by taking a proactive approach to discoveri ...
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Associate, Investment Advisor
3 weeks ago
Manulife Wealth Montréal, QC, Canada3 trillion in assets. With a network of over 1,000 independent advisors, we are committed to helping you invest in your future. · This is a full-time role for an Associate Investment Advisor at Manulife Wealth. As an Associate Investment Advisor, you will be responsible for fina ...
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Associate, Investment Advisor
2 weeks ago
Scotiabank Montréal, QC, CanadaJoin 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 Republ ...
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Community Investment Advisor
2 weeks ago
Banque Nationale du Canada Montréal, QC, CanadaAs 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 practices so that they can better support their c ...
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Senior Investment Products Advisor
1 day ago
Desjardins Montreal, Canada Full timeAs Senior Investment Products Advisor, you collect and analyze key financial information (returns, risk measures, fund strategy and composition, methodology for exchange-traded funds composition, and firm history) on exchange-traded funds and mutual funds. You also serve as a res ...
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Investment Advisor
3 weeks ago
iA Groupe Financier- Centropolis Laval Laval, CanadaAre you fueled by challenges?Do you want :Become a successful entrepreneur?To be in business?Play a defining role in people's lives?To be recognized for your consulting service?Go ahead, take charge of your professional futureBecoming a financial security advisor for iA Financial ...
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Investment Advisor
3 weeks ago
iA Groupe Financier- Centropolis Laval Laval, CanadaAre you fueled by challenges?Do you want :Become a successful entrepreneur?To be in business?Play a defining role in people's lives?To be recognized for your consulting service?Go ahead, take charge of your professional futureBecoming a financial security advisor for iA Financial ...
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Financial Advisor, Investment
1 week ago
Scotiabank Montreal, CanadaRequisition ID: 195584Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team' ...
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Senior Investment Advisor
1 week ago
National Bank montréal, CanadaAs 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 practices so that they can better support their c ...
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Financial Advisor, Investment
3 weeks ago
Scotiabank montréal, CanadaRequisition ID: 195584Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's ...
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Senior Investment Advisor
4 weeks ago
National Bank Montréal, QC, CanadaAttendance 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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Financial Advisor, Investment
3 weeks ago
Scotiabank montréal, CanadaRequisition ID: 198320Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for con ...
Associate, Investment Advisor - Dorval, QC, Canada - Manulife Wealth
Description
Company 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 manages over $1.3 trillion in assets.
With a network of over 1,000 independent advisors, we are committed to helping you invest in your future.Role DescriptionThis is a full-time role for an Associate Investment Advisor at Manulife Wealth.
As an Associate Investment Advisor, you will be responsible for financial projections, investment strategies, prospecting (cold calls) and delivering excellent customer service.
This role is located in Dorval, QC and requires on-site presence.QualificationsStrong customer service skillsRelevant skills and qualifications:
Knowledge of financial markets and investment productsUnderstanding of risk management and complianceExcellent analytical and problem-solving abilitiesEffective communication and interpersonal skillsBachelor's degree in Finance, Economics, Business, or a related fieldPlease note that additional qualifications and certifications may be required based on regulatory requirements.