Strategic Compliance Manager – Wealth Management Montreal - Staffing In Motion

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 ...

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 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 ...

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 ...

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. · ...

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 they're satisfied. Listen to their needs and offer advice that fits their financial situation. · ...

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. · ...

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. · ...

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're responsible for developing and maintaining lasting and trusting business relationships with members and clients... · ...

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. · ...

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. ...

Develop and maintain business relationships with members and clients to ensure satisfaction. Listen to their needs, offer advice on financial situations, and recommend solutions for financial goals. · ...

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 business relationships with members to ensure their satisfaction helping them choose solutions to meet their financial goals. · ...

Developing and maintaining lasting business relationships with members to ensure satisfaction. · ...

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 ...

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 for 6 months in Montréal. · Understand the structure and procedures of the Mutual funds operations and/or registered plans (RRSP, RESP, TFSA etc.) · Establish and maintain strong client relationships by coordinating efforts with various internal services ...