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Client Investment Associate Jobs in Quebec

Junior Investment Associate Jobs
By Manulife Securities Incorporated (Saint-Leonard Branch) At Montreal, Quebec, Canada

Investment Advisor Mentorship Program This position is for you if… You are an entrepreneur at heart. You don't fully fit in the traditional corporate environment. You are attracted to the possibility ...

Investment Associate Jobs
By Stankevicius At Greater Montreal Metropolitan Area, Canada
Bachelor's degree or equivalent experience
3 - 4 years' prior industry related business development experience
Strong communication and interpersonal skills
Proven knowledge and execution of successful development strategies
Develop new relationships in an effort to grow business and help company expand
Think critically when planning to assure project success
Investment Associate Jobs
By Valsef Group At Montreal, Quebec, Canada
Minimum 1 year of experience in private equity, asset management, investment research, investment banking and/or capital markets setting
Investment management and value addition in portfolio companies in line with the Company’s value add framework and investment approach
Successful completion of an undergrad in Finance, Economic with strong quantitative background and analytical skills
Exceptional analytical and quantitative skills, with the ability to conduct financial analysis, model complex scenarios, and interpret data effectively
Problem-solving skills and an ability to create innovative investment solutions / structures
Excellent verbal and written communication skills
Investment Associate Jobs
By Spring Investing Collective At Canada
Have communication experience with profiles such as investors, board members or senior management
Build resources and processes for member management from onboarding through their membership journey
Process management of the deal intake, screening, and review process for early stage impact startups seeking to present to the network
Support the design and delivery of educational resources for investors based on feedback from the community
Have experience with CRM systems (ideally HubSpot), Notion, Slack, and GSuite
Have broad experience with the early stage venture ecosystem and language of the industry
Associate - Investment Analyst - Downtown/ 1 Day Remote
By Exceleris At Greater Montreal Metropolitan Area, Canada
Assisting fund managers with their decision-making processes by providing strategic recommendations and supporting data analysis
Minimum 4 years of relevant experience
Experience with research tools such as bloomberg
Strong analytical skills, attention to detail
Analyzing investment opportunities, legal information, and financial data to make recommendations
Completing market research, risk assessments, analysis, and other projects
Investment Specialist Associate - Montreal
By Scotiabank At Montreal, Quebec, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
An understanding of the Brokerage / Wealth Management and Online Brokerage environments.
Post-secondary education in Business or related field
Highly effective verbal and written communication skills.
Ability to provide an excellent client experience without going to the branch.
Developing and implementing a structured business development strategy.

Are you looking for a rewarding career in the investment industry? We are looking for a Client Investment Associate to join our team! As a Client Investment Associate, you will be responsible for providing clients with personalized investment advice and helping them make informed decisions. You will also be responsible for monitoring the performance of investments and providing clients with timely updates. If you have a passion for finance and a commitment to helping others reach their financial goals, this could be the perfect job for you!

A Client Investment Associate is a professional who provides financial advice and services to clients. They work with clients to develop investment strategies and plans that meet their financial goals. They also provide advice on investments, retirement planning, estate planning, and other financial matters. Client Investment Associates must have a strong understanding of the financial markets and be able to analyze and interpret financial data. They must also be able to explain complex financial concepts in an easy to understand way. To become a Client Investment Associate, you must have a bachelor’s degree in finance, economics, accounting, or a related field. You must also have a minimum of two years of experience in the financial services industry. Additionally, you must pass the Series 7 and Series 63 exams, which are administered by the Financial Industry Regulatory Authority (FINRA). The skills required for a Client Investment Associate include strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work independently. You must also have a thorough understanding of the financial markets and be able to interpret financial data. The knowledge required for a Client Investment Associate includes an understanding of financial markets, investment strategies, and financial products. You must also have a good understanding of the laws and regulations governing the financial services industry. The responsibilities of a Client Investment Associate include providing financial advice and services to clients, developing investment strategies and plans, and providing advice on investments, retirement planning, estate planning, and other financial matters. You must also be able to analyze and interpret financial data and explain complex financial concepts in an easy to understand way. The experience required for a Client Investment Associate includes a minimum of two years of experience in the financial services industry. You must also have a thorough understanding of the financial markets and be able to interpret financial data. The qualifications required for a Client Investment Associate include a bachelor’s degree in finance, economics, accounting, or a related field. You must also have a minimum of two years of experience in the financial services industry and pass the Series 7 and Series 63 exams. The education required for a Client Investment Associate includes a bachelor’s degree in finance, economics, accounting, or a related field. You must also have a minimum of two years of experience in the financial services industry. Tools that help Client Investment Associates work better include financial analysis software, portfolio management software, and customer relationship management (CRM) software. Good tips to help Client Investment Associates do more effectively include staying up to date on the latest financial news and trends, staying organized, and staying in touch with clients. Common Client Investment Associate interview questions include: What experience do you have in the financial services industry? What do you know about the financial markets? What strategies do you use to develop investment plans? How do you explain complex financial concepts to clients?