A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of experience in investment management, alongside strong analytical, interpersonal, and problem-solving skills. Bilingual proficiency in English and French is a plus. #J-18808-Ljbffr
Wealth Client Services Specialist • Montreal, Montreal (administrative region), CA
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Voir plus
Become an Investment & Personal Banking Specialist at Scotiabank in Laval, Quebec, where customer-focused service meets financial sales strategy.Impact customers’ financial journeys today.This posi... Voir plus
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Voir plus
Enhance wealth management experiences at Scotiabank as a Wealth Manager in Montreal.Focus on building strong client relationships while providing integrated financial solutions.This senior role is ... Voir plus
Join Independent Network as a Client-Focused Investment Advisor in Montreal, QC, emphasizing bilingual communication and portfolio support.Drive service excellence within a hybrid work environment.... Voir plus
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Voir plus
Location: Montreal, QC H3C 1A3.Bilingualism: French and English required.A career as an Account Manager, Service Delivery at , is a job where your ability to work in synergy with your colleagues an... Voir plus
Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc... Voir plus
Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Voir plus
A leading software provider is seeking a Payment Sales Specialist to optimize partner relationships and uncover savings opportunities in payment processing.You will analyze merchant statements, cra... Voir plus
Enhance your career as a Transfer Specialist at HUB International, focusing on hybrid workflows for advisor block transfers.Your role will ensure that servicing changes are accurately updated and w... Voir plus
Support clients in achieving their life goals as a proactive Associate.Deliver exceptional service and assist with banking operations while working in a hybrid environment.As an Associate, you will... Voir plus
Join Fisher Investments Canada as a Private Client Adviser, a remote sales-focused role dedicated to high-net-worth clients.Utilize your skills to make a significant difference in their financial j... Voir plus
Guide families through their benefit options in a client-focused role.Showcase strong communication and organizational abilities while working remotely.As the main point of contact, you will assist... Voir plus
We are seeking a talented individual to join our Wealth team at Mercer.This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office.Maintai... Voir plus
The Wealth Manager is a senior, non‑registered relationship manager and trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients.This role delivers holistic wealth management... Voir plus
Become a pivotal Investment Advisor driving client success through expert wealth management strategies.Join an organization dedicated to high-quality service and innovative practices.In this role, ... Voir plus
A leading financial institution in Montreal is seeking an Associate for their Exclusive Remote Advisory Service team.In this role, you will support clients by providing top-quality customer service... Voir plus
Application Deadline:09/18/2026Address:7515, boul Maurice-DuplessisJob Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities.Are you looking for a chance to let your entre... Voir plus
A leading bank in Canada seeks a Financial Advisor for their investment and retirement planning teams.The role focuses on building and maintaining relationships with clients to meet financial goals... Voir plus
