Senior Advisor, IT assistance - Montreal

+ Build and grow Wood Gundy client portfolios through dedicated relationship management. · + Directly engage with high-net-worth clients to offer support, · uncover business opportunities, · and proactively improve the client experience. ...

We are looking for a self-motivated individual with exceptional administrative skills and a dependable nature to join our team as an Investment Advisor Assistant. The candidate will be responsible for preparing and reviewing reports, processing transactions, handling phone calls, ...

The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. · ...

We're building a relationship-oriented bank for the modern world. · Talented professionals who are dedicated to doing what's right for our clients. · ...

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. · Prepare and review daily/monthly/annual reports, · Process and follow up on security transactions and transfers, · Handle incoming and outgoing phone calls with clients, ...

The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. · Prepare and review daily/monthly/annual reports, client correspondence and taking ownersh ...

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on ...

We're building a relationship-oriented bank for the modern world. · We need talented, passionate professionals who are dedicated to doing what's right for our clients.Our team members have what they need to make a meaningful impact and are truly valued for who they are and what t ...

We're building a relationship-oriented bank for the modern world. · We need talented professionals who are dedicated to doing what's right for our clients..Our team members have what they need to make a meaningful impact. · ...

We are seeking a self-motivated individual with exceptional administrative skills and a dependable nature to join our team as an Investment / Financial Advisor Assistant. The candidate will be responsible for preparing and reviewing daily/monthly/annual reports, client correspond ...

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, · ...

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. · ...

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 ...

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 ...

A career as a Senior Rental Advisor in the real Estate Business Strategy team at National Bank means acting as an expert advisor to stakeholders and executives in the sector. · Negotiate lease agreements and terms with various lessors and coordinate the execution of agreements in ...

A career as a Wealth Management Assistant is a role where your ability to work in synergy with clients and colleagues. You will help wealth advisors to stand out by offering exceptional customer service that will have a positive impact on our clients. · ...

Nous recherchons un gestionnaire fiscal hautement qualifié et expérimenté pour rejoindre notre équipe. · ...

Job summary · Join a purpose driven winning team committed to results in an inclusive and high-performing culture. · ResponsibilitiesPartner with national and regional sales teams to deliver tax estate and retirement planning insights that support advisor engagement and sales ini ...

Nous recherchons un gestionnaire fiscal hautement qualifié et expérimenté pour rejoindre notre équipe. Ce poste est responsable de la conformité fiscale au Canada et aux États-Unis, de la gestion des provisions fiscales, du soutien aux initiatives de prix de transfert et de l'ass ...

L'ACADEMIE is dedicated to providing accessible, affordable, and professional education tailored to the practical needs of real-world industries. This role includes student recruiting, delivering information sessions, assisting with enrollment processes, and maintaining strong co ...