Talent.com

Investment advisor Offres d'emploi - Rosemère, QC

Créer une alerte d'emploi pour cette recherche

Investment advisor • rosemere qc

Dernière mise à jour : il y a 2 jours
Investment Counsellor - Private Investment Counsel Inc.

Investment Counsellor - Private Investment Counsel Inc.

BMOLaval, Quebec, Canada
68 000,00 $CA – 126 000,00 $CA par an
Temps partiel
Manages a portfolio of clients to retain and grow the relationships.Evaluates client's personal and investment needs and creates an investment policy statement, asset allocation, investment portfol...Voir plusDernière mise à jour : il y a 7 jours
  • Offre sponsorisée
Financial Service Representative in Investment

Financial Service Representative in Investment

National BankCôte-Nord / Anticosti (Schefferville), Canada
A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all th...Voir plusDernière mise à jour : il y a 14 jours
  • Offre sponsorisée
Luxury Travel Advisor

Luxury Travel Advisor

Champ Travelsaint-esprit, qc, Canada
Temps plein
Luxury Travel Advisor (Travel and Concierge Consult) •Work from home •.Ability to speak and understand Cantonese or Chinese is required. Experience in travel industry is an advantage.Positive encoura...Voir plusDernière mise à jour : il y a 2 jours
  • Offre sponsorisée
VP RETAIL WEALTH CANADA

VP RETAIL WEALTH CANADA

Capital Markets Advisors LLClaval, qc, Canada
Temps plein
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN...Voir plusDernière mise à jour : il y a 2 jours
  • Offre sponsorisée
Sales Advisor

Sales Advisor

Expedia CroisièresLaval, Canada
Temps plein
Our mission is to help people realize their dreams of adventure and travel.We are currently recruiting for one of our Laval & Blainville one of our agencies. We offer a lot of support to our agents ...Voir plusDernière mise à jour : il y a 14 jours
Financial Advisor, Investment & Retirement Planning Associate - Laval, Quebec

Financial Advisor, Investment & Retirement Planning Associate - Laval, Quebec

ScotiabankLaval, QC
49 000,00 $CA – 66 900,00 $CA par an
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a memb...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
•Investment Operations Analyst – Cash & Securities Transfers

•Investment Operations Analyst – Cash & Securities Transfers

Recrute ActionLaval, Qc
37,00 $CA par heure
Temps plein +2
Investment Operations Analyst – Cash & Securities Transfers.Our client in the insurance industry is seeking a professional to support the Transfer Management Group (TMG) in managing daily cash ...Voir plusDernière mise à jour : il y a 4 jours
  • Offre sponsorisée
Senior Tax Advisor

Senior Tax Advisor

VacoSainte-Thérèse, Quebec, Canada
CDI
Our client, a leading North American company in vision correction is looking for a Senior Tax Advisor to play a key role in managing tax compliance and strategy across Canada and the U.Enjoy a dyna...Voir plusDernière mise à jour : il y a 4 jours
  • Offre sponsorisée
Senior Financial Advisor

Senior Financial Advisor

Huxton Blacksaint-esprit, qc, Canada
Temps plein
This is a full-time remote role for a Senior Financial Advisor.The Senior Financial Advisor will be responsible for providing financial guidance and investment recommendations to clients, analyzing...Voir plusDernière mise à jour : il y a 2 jours
  • Offre sponsorisée
Investment Relation Manager

Investment Relation Manager

The Clean Energy Investmentlaval, qc, Canada
Temps plein
We're Hiring : Investment Relations Manager.We’re looking for a strategic communicator with a strong Leadership background who can effectively present investment opportunities, manage stakeholder co...Voir plusDernière mise à jour : il y a 2 jours
  • Offre sponsorisée
Funeral service advisor

Funeral service advisor

La Coopérative Funéraire du Grand MontréalLaval, QC, Canada
25,93 $CA par heure
Temps plein
DEC en thanatologie OU DEC relatif aux relations humaines, au service à la clientèle, à la relation d’aide ou à l’hôtellerie. .Expérience dans le milieu funéraire (atout);.D’autres expériences et co...Voir plusDernière mise à jour : il y a 7 jours
  • Offre sponsorisée
Investment Advisor

Investment Advisor

iA Groupe Financier- Centropolis LavalLaval, Canada
Temps plein
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 future!.Becoming a ...Voir plusDernière mise à jour : il y a 15 jours
  • Offre sponsorisée
Horticultural Advisor

Horticultural Advisor

Bylonterrebonne, qc, Canada
Temps partiel
Bylon is redefining the intersection of design and nature with a collection of.The ideal candidate will provide technical guidance on. Propagation & Growth Techniques : .Environmental & Climate Contro...Voir plusDernière mise à jour : il y a 2 jours
  • Offre sponsorisée
Mortgage Advisor

Mortgage Advisor

Pinelaval, qc, Canada
Temps plein
At Pine, we’re revolutionizing home financing by transforming a traditionally complex and outdated process into a streamlined, efficient experience for Canadians. Through innovative technology and a...Voir plusDernière mise à jour : il y a 2 jours
  • Offre sponsorisée
SCM Contracts Advisor

SCM Contracts Advisor

Brunellaval, qc, Canada
Temps plein
We are seeking an experienced and results-driven SCM Contracts Advisor to support a multi-year subsea inspection and installation project. This is a full-time, onshore position with an estimated sta...Voir plusDernière mise à jour : il y a 2 jours
Accounting Specialist, Investment Reporting

Accounting Specialist, Investment Reporting

Intact Financial CorporationBourassa, Robert,Montréal
105 000,00 $CA par an
Temps plein
Our employees are at the heart of what we do best : helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to...Voir plusDernière mise à jour : il y a plus de 30 jours
Emplois en conseils financiers

Emplois en conseils financiers

DesjardinsLaval
77 598,00 $CA par an
Temps plein
You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health.You'll provide qua...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Financial Security Advisor

Financial Security Advisor

Financière Sun LifeMontréal North, CA
Temps plein
As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements Let’s talk.This ...Voir plusDernière mise à jour : il y a 5 jours
Investment Counsellor - Private Investment Counsel Inc.

Investment Counsellor - Private Investment Counsel Inc.

BMOLaval, Quebec, Canada
Il y a 7 jours
Salaire
68 000,00 $CA – 126 000,00 $CA par an
Type de contrat
  • Temps partiel
Description de poste

Application Deadline :

03 / 21 / 2025

Address :

3225 St-Martin Ouest Blvd

Job Family Group :

Wealth Sales & Service

Manages a portfolio of clients to retain and grow the relationships. Evaluates client's personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client's investment policy statement. Drives new sales results through referrals and personal network. Works collaboratively in the branch and with regional teams to identify and make referrals.

  • Supports the achievement of business development, revenue, referral, retention, and compliance targets.
  • Manages large and / or complex relationships and asset sizes.
  • Applies investment management expertise to communicate and implement investment strategies to client's personal and financial situation.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal / external stakeholders.
  • Ensures alignment between stakeholders.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Oversees the implementation of client strategies, management of investment portfolios and ongoing evaluation of performance.
  • Provides input into the planning and implementation of operational programs.
  • Manages and continually enhances the client experience through strong relationship management.
  • Performs sales and service support activities to meet client needs and maintain overall service levels.
  • Identifies new business opportunities and acquires referrals from existing book of business.
  • Implements business development strategies to acquire new business.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Identifies and recommends ways to enhance the client experience.
  • Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Bilingualism French and English.
  • Financial Planner designation (IQPF).
  • Registered Investment Counsellor (IC) and / or Portfolio Management (PM) in the jurisdiction where operating (CFA or CIM required).
  • In-depth / expert experience in discretionary money management for High Net Worth Individuals (HNW).
  • In-depth / expert business development experience with successful track record.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
  • You're fluent in French and English as this role provides support to clients and team members inside and / or outside the province of Quebec .

    Salary :

    68 000,00 - $126 000,00

    Pay Type :

    Salaried & Commission

    The above represents BMO Financial Group's pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : : / / jobs.bmo.com / global / en / Total-Rewards

    About Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at : / / jobs.bmo.com / ca / en .

    BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.