Talent.com

Investment specialist Jobs in Mont-Royal, QC

Create a job alert for this search

Investment specialist • mont royal qc

Last updated: 21 hours ago

Investment and Retirement Specialist (Hybrid)

National BankMontreal, Quebec
Full-time +2

As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs.Your determination, your strong network o... Show more

Market Data Support Analyst (Senior) - Investment Banking Environment

CGIMontréal, Québec, Canada
Full-time
Quick Apply

Market Data Support Analyst (Senior) – Investment Banking Environment.The Senior Market Data Support Analyst is responsible for the operational support, administration, governance, and optimization... Show more

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 more

Canada Alternatives Investment Leader

CA008 Mercer Global Investments Canada LimitedPlace Ville Marie,Montreal
CA$140,600.00 yearly
Full-time

We are seeking a talented individual to join our Alternatives team at Mercer.This role will be based in one of our Canada offices, with a preference for Toronto or Montreal.This is a hybrid role th... Show more

Billing Specialist

NexWavMontréal, QC, CA
Full-time +2

Do you want to join a bold and high-performing firm where your skills and ideas have a real impact?.We offer a stimulating environment where collaboration, excellence, and professional development ... Show more

Virtual Investment & Personal Banking Specialist

ScotiabankMontreal, QC, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Title: Virtual Financial Advisor - Montreal.Join a purpose driven winning team, committed t... Show more

Virtual Investment & Personal Banking Specialist

ScotiabankMontreal, QC, CA
Full-time

As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together.With a commitment to diversity and inclusion and a performance-oriente... Show more

Investment Counsellor, Private Wealth

Fiera Capital CorporationMontreal
Full-time

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard.Our approach to employee experience is tailored to your needs and ambitions:.Your Inclusive ... Show more

controller - Accounting and Investment analysis - Hybrid Montreal

Randstad CanadaMontréal, Quebec, CA
CA$100,000.00–CA$135,000.00 yearly
Permanent
Quick Apply

Job Title: controller - Accounting and Investment analysis.Location: Downtown Montreal, Hybrid.Salary: Between $100,000 and $135,000.Rare opportunity for a candidate with an accounting background t... Show more

Investment Associate

Valnet Inc.Montreal, QC, CA
Full-time
Quick Apply

Investment Associate Location: Montreal, Full-Time In-Office Valnet is seeking a highly analytical and driven Investment Analyst to help run the acquisition lifecycle and to manage our internal inv... Show more

Bilingual Investment Representative

Aviso WealthMontreal, QC, CA
CA$68,000.00 yearly
Full-time
Quick Apply

At Aviso, we are dedicated to improving the financial well-being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, a... Show more

Manager, Investment and Retirement Planning

0000050007 Royal Bank of CanadaMONTRÉAL, Quebec, Canada
Full-time

This position will lead and manage a team ofhighperforming, highly motivated Financial Planners, Investment and Retirement Planning within the market.The Manager,FPIRPwillbe responsible forachievin... Show more

Specialist, CRM

VoskerMontreal, Québec, Canada
Full-time

Develop, deploy, and manage automated marketing campaigns in Salesforce Marketing Cloud (email, SMS, in-app), in accordance with CRM best practices and legal requirements (e.Manage and monitor the ... Show more

Sales Specialist

ABBSaint-Laurent, Quebec, Canada
Full-time

At ABB, we help industries run leaner and cleaner—and every person here makes that happen.You’ll be empowered to lead, supported to grow, and proud of the impact we create together.Join us and help... Show more

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 more

Manager Client Services II - Investment Management

The Toronto-Dominion Bank (Canada)Montréal, Québec
Full-time

La Gestion de patrimoine privé – Conseil en placement privé offre à une clientèle à valeur nette élevée une approche globale de découverte et de planification menant à des conseils et à des solutio... Show more

Director, Legal Affairs (Investment, Financing & Public Disclosure)

Intact Financial CorporationMontréal, Quebec, CAN
CA$188,500.00 yearly
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more

Financial Services Representative, Investment (Hybrid)

National BankMontreal, Montreal
Full-time +2

Advisory services, Personal banking .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... Show more

 • New!

*Investment Service Representative

Recrute ActionMontréal, QC, ca
CA$60,000.00 yearly
Full-time +1

Investment Service Representative.Key role in financial services focused on partner support, request resolution, and process optimization within a dynamic hybrid environment in Montreal.You will co... Show more

Investment and Retirement Specialist (Hybrid)

Investment and Retirement Specialist (Hybrid)

National BankMontreal, Quebec
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance Hybrid Job number 29706 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 23-Apr-2026 Area(s) of interest: Wealth management Location(s): Montreal As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success.

Your job:

  • Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients.
  • Carry out prospecting to develop your client base.
  • Draw up retirement plans and personalized strategies for your clients.
  • Work closely with financial advisors in branches as a specialist on investment and retirement.
  • Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay.
  • Lead various client conferences on investment and retirement planning issues.
  • Monitor market developments and stay informed on new trends.

Your team:

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid work model (remote and in the office), work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you. The Investment and Retirement Specialist is responsible for the Outremont and Ville Mont Royal territory.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as (to be completed) to support your ongoing learning. You’ll have access to colleagues with a wide range of expertise, experiences and backgrounds to enrich your development.

Prerequisites :

  • College diploma, university certificate, bachelor’s or master’s degree in a related field
  • Mutual fund representative (MFR) licence
  • Business development experience
  • Excellent knowledge of investment products

Languages: French

Skills

Press space or enter keys to toggle section visibility

Business Expansion Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal