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Investment associate Jobs in Brossard, QC

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Investment associate • brossard qc

Last updated: 1 day ago
Associate Partner, Investment Consulting

Associate Partner, Investment Consulting

AonMontreal, Quebec, Canada
CA$100,000.00–CA$120,000.00 yearly
Associate Partner, Investment Consulting.Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extra...Show moreLast updated: 30+ days ago
  • Promoted
Financial Controller - Investment fund

Financial Controller - Investment fund

Fed FinanceBrossard, QC, Canada
Full-time +1
Created in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions.Our consultants are all experts and speak your language.We are committed to su...Show moreLast updated: 30+ days ago
  • Promoted
AVP Investment Director, Alternatives

AVP Investment Director, Alternatives

Mackenzie InvestmentsMontreal, Montreal (administrative region), Canada
Full-time
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and inve...Show moreLast updated: 14 days ago
Investment Associate

Investment Associate

Royal Bank of Canada>MONTRÉAL, Canada
Full-time
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele.You w...Show moreLast updated: 30+ days ago
  • Promoted
Director, Investment Risk

Director, Investment Risk

TAL Life LTDMontreal, Montreal (administrative region), Canada
Apply locations : Toronto, Montreal.Posted on : Posted 30+ Days Ago.We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard.Our approach to employee e...Show moreLast updated: 25 days ago
  • Promoted
Corporate Accountant - Investment - Up to 110K

Corporate Accountant - Investment - Up to 110K

Randstad CanadaMontreal, Quebec, CA
Permanent
Quick Apply
Do you want to give your career a new boost?.Are you passionate about the investment industry?.We are looking for a passionate and rigorous corporate accountant, ready to take on stimulating challe...Show moreLast updated: 30+ days ago
Associate, Investment and Retirement Planning

Associate, Investment and Retirement Planning

0000050007 Royal Bank of CanadaBROSSARD, Quebec, Canada
CA$60,000.00–CA$65,000.00 yearly
Full-time
The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administra...Show moreLast updated: 30+ days ago
Investment Analyst

Investment Analyst

J.W. McConnell FoundationMontréal, QC, CA
CA$73,800.00 yearly
Permanent
The successful candidate to join a dynamic team that supports diverse and innovative approaches to addressing climate change, reconciliation and community resilience. Remote employees must reside in...Show moreLast updated: 30+ days ago
  • Promoted
Associate Advisory Service Investment

Associate Advisory Service Investment

National BankMontreal, Canada
Full-time
As an Investment Advisory Service Associate at National Bank, you’ll have the opportunity to discover the profession of financial planner by acting as an advisor to clients and following financial ...Show moreLast updated: 7 days ago
  • Promoted
Investment Banking Associate, Mining

Investment Banking Associate, Mining

Laurentian BankMontreal, Quebec, Canada
Full-time
At Laurentian Bank, we believe we can change banking for the better.Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employee...Show moreLast updated: 10 days ago
Investment Banking Analyst / Associate

Investment Banking Analyst / Associate

The Toronto-Dominion Bank (Canada)Montréal, Québec
Full-time
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.With more ...Show moreLast updated: 30+ days ago
Investment Associate - Nesbitt Burns

Investment Associate - Nesbitt Burns

BMOMONTREAL, QC, CAN
CA$41,600.00–CA$77,000.00 yearly
Full-time +1
We are looking for business development skills for this role - Responsibilities will include cold calling and one-on-one meetings with high net worth prospects plus the organization of seminars to ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Controller - Investment fund

Financial Controller - Investment fund

Fed Finance CanadaBrossard, Quebec, Canada
Permanent
Created in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions.Our consultants are all experts and speak your language.We are committed to su...Show moreLast updated: 30+ days ago
Investment Analyst

Investment Analyst

ValnetMontreal, QC
CA$90,000.00–CA$95,000.00 yearly
Our core business lies in acquiring highly authoritative entertainment news websites and investing our resources into growing them into leading global brands across several verticals.With over 22 w...Show moreLast updated: 30+ days ago
investment manager - banking, credit and investment

investment manager - banking, credit and investment

FinDev CanadaMontréal, QC, CA
CA$235,000.00–CA$265,000.00 yearly
Permanent
Plan and control budget and expenditures.Hire, train, direct and motivate staff.Establish and implement policies and procedures for buying and selling of financial products.Authorize loan and credi...Show moreLast updated: 1 day ago
Senior Investment Advisor

Senior Investment Advisor

NBCMontreal, Quebec
CA$60,000.00 yearly
As a Senior Advisor in Investment Solutions and Portfolio Management, you will provide support for our wealth advisors on the range of managed solutions at National Bank Financial (NBF) and advise ...Show moreLast updated: 30+ days ago
  • Promoted
Investment Advisor Assistant

Investment Advisor Assistant

Manulife WealthMontreal, QC, Canada
Full-time
Job Posting : Investment Advisor Assistant – Business Development & Training for Future Growth.Base Salary + Performance-Based Incentives. Are you a driven, entrepreneurial-minded individual looking ...Show moreLast updated: 10 days ago
Bilingual Associate, Investment Counsel Support (Montreal)

Bilingual Associate, Investment Counsel Support (Montreal)

ManulifeMontreal, Quebec
CA$65,000.00–CA$80,000.00 yearly
Full-time
The role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private Wealth meets the high standard that our bu...Show moreLast updated: 30+ days ago
Investment Banking Internship - Montreal

Investment Banking Internship - Montreal

Into City PrepMontreal, QC, CA
Internship
Quick Apply
Investment Banking Intern Seeking a hardworking undergraduate or recent graduate passionate about investment banking.You may get involved with analysing markets, creating complex fin...Show moreLast updated: 30+ days ago
Associate Partner, Investment Consulting

Associate Partner, Investment Consulting

AonMontreal, Quebec, Canada
30+ days ago
Salary
CA$100,000.00–CA$120,000.00 yearly
Job description

Associate Partner, Investment Consulting

Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon!

This is a hybrid role with the flexibility to work both virtually and from our Montreal office.

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Reporting directly to the National Practice Leader, we will help you grow professionally as a subject matter expert.

You will collaborate with regional leaders while being supported by associates and analysts in the team. We expect you to provide guidance and leadership to junior colleagues as well.

We also consider you an Aon Ambassador to our clients and hope you can build, nurture, and develop client relationships through effective value proposition and service delivery.

  • Responsible for all aspects of projects in the Investment Consulting practice on a range of advisory and OCIO Investment clients and accounts; including pension and benefit plans (DB and DC), insurance funds, trust and endowment funds, and other special purpose funds. Designs, coordinates, prepares, and delivers analytical evaluations of advisory services.
  • Identifies and develops client account opportunities, expanding the scope of existing projects and relationships.
  • Responsible for relationships with increasingly demanding clients, providing proactive and innovative support. Demonstrates sound judgment and ensures appropriate follow-up with company employees, investment managers, directors, and clients. Demonstrates initiative and responsibility in client and research work.
  • Uses internal resources effectively to handle multiple client-related projects.
  • Mentors team on specific client types (foundations and endowments) or unique investment issues [e.g. ESG, transition management, customized target-date funds, endowment spending model].
  • Demonstrates a clear understanding of, and ability to articulate, the value proposition of all Canadian investment consulting services.
  • Leads ad hoc projects for the Canadian Investment Consulting senior management team and local executives.

How this opportunity is different

Our team leads the execution and delivery of investment consulting material and advice to our largest institutional clients. And we take a step further - we also drive marketing activities intended to develop new investment consulting relationships.

Skills and experience that will lead to success

  • 12 + years of direct experience in a financial / investment consulting environment,
  • Experience working with institutional clients, especially handling a block of clients and client teams;
  • Proven problem-solving, analytical decision-making, and skills in developing solutions for complex clients / business issues;
  • Able to understand the short-term / long-term needs of clients; capable of identifying business development opportunities to effectively close consulting assignments;
  • Embraces creative spirit in work by recognizing and capitalizing on opportunities to help with the growth and expansion of the organization;
  • Ability to establish self as a trusted leader / advisor. Demonstrates strong client-facing skills with the ability to clearly articulate ideas, and information and to respond promptly and effectively to all inquiries;
  • Detail and results-orientated; able to work independently on diverse projects, able to balance multiple priorities in a fast-paced; high-pressure environment and meet project timelines;
  • A teammate who can work with various types of individuals;
  • Technical expertise and proven track record to remain current concerning investment industry trends, activity in the market, provincial and federal legislative policies and changes;
  • Planning and organizational skills through experiences; ability to effectively coordinate the delivery of projects and advisory services;
  • Must be persuasive, forward-thinking, progressive, energetic, and focused;
  • Analytical skills; accuracy and attention to detail;
  • Requires substantial travel to service clients
  • Education :

  • Bachelor’s degree is required, preferably in Finance, Actuarial Science or Commerce or a related field, or equivalent years of experience; and
  • Dedication to professional development. Completion of an MBA or CFA is preferred.
  • How we support our colleagues

    In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work / life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!