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Wealth Management Advisor Jobs in Quebec

Business Analyst (Wealth Management)
By Recruit Action inc. At Montreal, Quebec, Canada
Experience working in a business analysis role in Capital Markets or Wealth Management.
Prior experience in the Business Analysis function at a buy-side firm, wealth manager, broker dealer or custodian bank
Quick learner and solutions oriented, ability to escalate issues to management.
Hourly salary of $65 to $85 (based on experience).
A focus on work-life balance to ensure your wellbeing and productivity. This position offers an hybrid schedule
Experience mapping business process flows is required.
Wealth Management Associate Program - June 2024
By Scotiabank At Montreal, Quebec, Canada
You have exceptional relationship management skills; the ability to build and maintain strong collaborative client and internal/ external partner relationships.
You have strong organization and time management skills, and the ability to work independently.
You have the problem-solving skills to go with your maturity, making you adaptable to many situations.
Ongoing support during the program through various touch points with the Program Lead, Total Wealth Planning leaders, and your local Manager.
You have a strong aspiration to build a career in a Wealth Advisory role.
You’re a curious, competitive critical thinker who thrives in change and collaborating with others.
Adminstrative Assistant - Wealth Management
By Arima Consulting At Montreal, Quebec, Canada
Organizational and priority management skills
Support the Portfolio Manager in providing superior customer service, including responding to clients’ inquiries by phone and email.
Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
Manage the advisors’ agenda, book appointments and prepare documentation for client meetings.
Two years of relevant experience in the banking, insurance and/or financial industry
Strong communication skills with the ability to build relationships and work collaboratively, confidentially and independently
Wealth Management Associate Jobs
By National Bank of Canada At Chicoutimi, Quebec, Canada
Organizational and priority management skills
Ensure compliance and risk management rules are respected
Two years of relevant experience in the banking (back office), insurance, and/or financial industry
Excellent knowledge of the Microsoft Office suite
Ability to offer exceptional customer service
Carry out unsolicited transactions, as well as the purchase and sale of securities and transaction adjustments, as applicable
Account Manager - Wealth Management- En
By Desjardins At Drummondville, Quebec, Canada
A minimum of 4 years of relevant experience
For vacant positions available in Quebec, please note that knowledge of French is required
Knowledge of awareness of financial, economic, political and legislative current events
Knowledge of individual markets, business leaders, and the caisse’s external environment
Knowledge of tax, financial and estate issues for individuals and business owners
Knowledge of notions of compliance with legislation respecting the distribution of financial products and services

Are you looking for an exciting career in wealth management? Join us as a Wealth Management Advisor and help our clients achieve their financial goals! With our comprehensive training and support, you'll have the opportunity to develop your skills and knowledge to become a successful financial advisor. Take the first step towards a rewarding career today!

Overview A Wealth Management Advisor is a professional who provides financial advice and services to clients. They help clients manage their financial assets, plan for retirement, and develop strategies to achieve their financial goals. They may also provide advice on investments, estate planning, insurance, and tax planning. Detailed Job Description Wealth Management Advisors are responsible for providing comprehensive financial advice and services to clients. They must have a thorough understanding of the financial markets and be able to analyze and interpret financial data. They must be able to develop and implement strategies to help clients achieve their financial goals. They must be able to communicate effectively with clients and provide them with clear and concise advice. They must also be able to stay up to date on the latest financial trends and regulations. Job Skills Required
• Knowledge of financial markets and investments
• Ability to analyze and interpret financial data
• Ability to develop and implement strategies to help clients achieve their financial goals
• Excellent communication and interpersonal skills
• Ability to stay up to date on the latest financial trends and regulations
• Ability to provide clear and concise advice to clients
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Series 7 and 63 licenses
• 5+ years of experience in the financial services industry
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial planning and retirement planning
• Knowledge of estate planning, insurance, and tax planning
• Knowledge of financial regulations and compliance
Job Experience
• 5+ years of experience in the financial services industry
• Experience in providing financial advice and services to clients
• Experience in developing and implementing strategies to help clients achieve their financial goals
Job Responsibilities
• Provide comprehensive financial advice and services to clients
• Analyze and interpret financial data
• Develop and implement strategies to help clients achieve their financial goals
• Stay up to date on the latest financial trends and regulations
• Communicate effectively with clients and provide them with clear and concise advice
• Monitor client portfolios and make adjustments as needed