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Investment consultant Jobs in Montreal, QC

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Investment consultant • montreal qc

Last updated: 18 hours ago
Investment Advisor

Investment Advisor

Royal Bank of Canada>MONTRÉAL, Canada
Full-time
Do you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is ...Show moreLast updated: 30+ days ago
Consultant - Education

Consultant - Education

The Decision LabMontreal, Quebec, CA
Full-time +1
Quick Apply
The Decision Lab is an applied behavioral science consulting firm based in Montréal.Our mission is to democratize the insights generated by ​​behavioral insights to help people live better lives.We...Show moreLast updated: 30+ days ago
  • New!
Marketing Consultant

Marketing Consultant

SITAMontréal, QC
Full-time
Chez SITA, nous assurons le bon fonctionnement des aéroports, la fluidité des vols et l'ouverture des frontières.Nos innovations technologiques et communicationnelles contribuent au succès de l'ind...Show moreLast updated: 18 hours ago
ScotiaMcLeod Investment Associate

ScotiaMcLeod Investment Associate

ScotiabankMontreal, QC, CA
Full-time
As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Our advisors and teams pride...Show moreLast updated: 13 days ago
Responsible Investment Consultant

Responsible Investment Consultant

CIE_101 Beneva Inc.Longueuil, Quebec
Full-time
Vous êtes passionné(e) par les enjeux environnementaux, sociaux et de gouvernance (ESG) et souhaitez faire une différence dans le monde de l’investissement?.Rejoignez Beneva en tant que conseiller(...Show moreLast updated: 17 days ago
Senior Investment & Personal Banking Specialist- DIX30, QC

Senior Investment & Personal Banking Specialist- DIX30, QC

Banque ScotiaBrossard, QC, CA
Full-time
Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement.En tant que directeur adjoint stagiaire, vous veillerez au succès global de...Show moreLast updated: 3 days ago
Analyst de Marché et Investissement | Market & Investment Analyst

Analyst de Marché et Investissement | Market & Investment Analyst

Valsoft CorporationSaint-Laurent, QC, CA
Full-time
Quick Apply
Nous recrutons un(e) Analyste, Suivi transactionnel et Intelligence de marché pour diriger une nouvelle initiative stratégique et à fort impact pour assister le chef des investissement (CIO) et le ...Show moreLast updated: 30+ days ago
Sales Consultant

Sales Consultant

Montréal-Est ToyotaMontréal, QC, Canada
Full-time
SALES CONSULTANT JOB AT CITY FOR MONTRÉAL-EST TOYOTA.Expected salary range\nup to $120,000 Including commissions\n\nWorkplace : Montréal, QC\nTasks\n\n- Customer follow-up\n- Delivery and explanati...Show moreLast updated: 2 days ago
Bilingual Investment Services Representative, RBC Direct Investing

Bilingual Investment Services Representative, RBC Direct Investing

0000050488 RBC Direct Investing Inc.800 RUE DE LA GAUCHETIÈRE O, SUITE 4021:MONTRÉAL
Full-time
If you possess a client-focused mindset and have the ability to identify client centric solutions, this role gives you a great opportunity to grow with the RBC Direct Investing Contact Centre team....Show moreLast updated: 30+ days ago
DC Investment Consultant

DC Investment Consultant

CA007 Mercer (Canada) LimitedPlace Ville Marie,Montreal
Full-time
Montreal or Quebec City office.DC/Pension environment, come up with fresh ideas and solutions and inspire clients to act.You should expect to be challenged on a daily basis.This is a hybrid role th...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

Royal Bank of CanadaMONTRÉAL, Quebec, Canada
Full-time
Do you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is ...Show moreLast updated: 30+ days ago
C++ Consultant

C++ Consultant

Apptad IncMontreal, QC, Canada
Full-time
Quick Apply
MessageBody">Job Title: C++ Consultant Location: Montreal, QC In this role, you will be responsible for coding, testing, and delivering high quality deliverables, and should be willing to learn new...Show moreLast updated: 7 days ago
Senior Analyst, Investment Operations (EB)

Senior Analyst, Investment Operations (EB)

TOTEM Recruteur de talentWestmount, QC, CA
Permanent
Analyste principal(e), Opérations d’investissement.Nous sommes une société de gestion d’investissements institutionnels indépendante, en forte croissance et basée à Montréal, qui combine finance et...Show moreLast updated: 30+ days ago
Advisor, Investment and Financing

Advisor, Investment and Financing

DesjardinsCaisse Desjardins de LaSalle
Full-time
Many opportunities are currently available in the greater Montreal area.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understan...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

Royal Bank of Canada>MONTRÉAL, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

What is the opportunity?

Do you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears. See how shaping your own path can lead to a fulfilling career by exploring the opportunity to become an Investment Advisor with us!

What will you do?

  • Establish a client base of high-net-worth individuals, families, business owners, and foundations and manage their complex financial needs
  • Leverage your investment strategy to create customized wealth management and investment services for your clients
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice
  • Establish and maintain mutually beneficial relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.

What do you need to succeed?
Must-have

  • We seek passionate, open-minded individuals with a wide range of academic backgrounds, work experiences, perspectives, thinking styles, and expertise
  • You have 4-6 years of outbound sales experience and are comfortable earning 100% commission
  • You have completed the Canadian Investment Regulatory Exam (CIRE) or will prior to your start date
  • You are self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor
  • You recognize the value of hard work and investment of time to build a successful business
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs

Nice-to-have

  • Experience in financial services or a direct marketing role
  • Demonstrated success in high-value sales and business development, regardless of industry/discipline
  • Financial planner diploma granted by the Institute of Financial Planning, Chartered Investment Manager (CIM) designation, etc.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Base salary to get you started
  • Unlimited earning potential and full benefits
  • Autonomy to build and run your own business, in a flexible environment
  • Programs designed to support you, including mentorship, parental leave, and development
  • Management focused on helping you grow
  • Investment solutions backed by top-ranked research

Job Skills

Additional Job Details

Address:

1501 AV MCGILL COLLEGE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-02-04

Application Deadline:

2026-03-30

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.