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Investments Jobs in Cote-Saint-Luc, QC

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Investments • cote saint luc qc

Last updated: 5 days ago

*Investment Advisor Services Team Lead (Investments)

Recrute ActionMontréal, QC, ca
CA$70,000.00 yearly
Full-time +1

Investment Advisor Services Team Lead (Investments).Drive the performance of a key financial services team: real-time management, KPI optimization, and SLA compliance within a major transformation ... Show more

Regional Sales Manager, Retail Investments - Global Asset Management

BMOMONTREAL, QC, CAN
CA$69,000.00 yearly
Part-time

Territory: East of Montreal branches and East of Quebec branches.Under the direction of the Regional Sales Leader, the Regional Sales Manager role is responsible for providing leadership, delivery ... Show more

Indigenous Bilingual Executive Assistant (EN/FR)

Spirit Omega IncMontreal, QC, CA
Full-time
Quick Apply

Spirit Omega Inc is a staffing and recruiting firm that connects candidates with opportunities across administrative, technical, industrial, and professional roles.Working within the banking indust... Show more

Analyste principal(e), Finances et administration (niveau Contrôleur Adjoint)

Fiera Comox Partners Inc.Montréal
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

Senior OMNI Marketing Manager

Yoplait Liberté CanadaMontréal, QC, CA
Full-time

Yoplait Liberté Canada is a proudly Canadian and Quebec-based company that brings together passionate teams around iconic brands known for their expertise and the quality of their products, loved b... Show more

Expert Banking Advisor

Royal Bank of Canada>MONTRÉAL, Canada
Full-time

Please note that successful candidates will.Job Available at Other Locations" section of this job posting.As part of RBC's commitment to providing exceptional client service and achieving its busin... Show more

Security Architect – SecDesign, Cloud Security & Architecture Governance

Astra North Infoteck Inc.Montreal, QC, ca
Full-time

Security Architect – SecDesign, Cloud Security & Architecture Governance.Assess and strengthen the security posture of enterprise technology ecosystems through security architecture assessments... Show more

Institutional Investments Sales Leader

CA007 Mercer (Canada) LimitedPlace Ville Marie,Montreal
CA$129,000.00 yearly
Full-time

We are seeking a talented individual to join our Institutional Investment Sales team at Mercer.This role will be based in Montreal.This is a hybrid role that has a requirement of working at least t... Show more

SENIOR ANALYST, PUBLIC MARKETS

TALINKO - Recrutement de CadresMontréal, QC, CA
Full-time +1

Investments are made primarily through.Founded in 2016, the firm has been growing steadily since its inception and stands out for its high-quality service.BRK Capital engages top talent in pursuing... Show more

Valnet | Investment Analyst - M&A

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

Investment Analyst  Valnet is seeking a highly analytical and driven Investment Analyst to help run the acquisition lifecycle and to manage our internal investments.The ideal candidate must po... Show more

Media Experts - Coordinator, Investments

MediabrandsMontréal, Quebec, Canada
CA$85,000.00 yearly
Full-time

The Coordinator, Investments will work as part of an integrated media investment team.The role involves substantial interaction and collaboration with client account leads as well as team members i... Show more

Directeur(-trice) principal(e), Audit interne

PSP InvestmentsMontréal, Montréal Centre-Ville
Full-time

Nous sommes l’un des plus importants investisseurs pour des régimes de pensions au Canada, avec un actif net sous gestion de 299,7 milliards de dollars au 31 mars 2025.Nous investissons des fonds p... Show more

Senior Director - Private Investments

PatrimonicaMontreal, QC, CA
Full-time +1

Located in Montreal, Patrimonica is a multi-Family Office that caters to wealthy individuals and families who are looking for a trusted team to oversee their entire financial situation.Patrimonica ... Show more

Senior Advisor, Portfolio Risk Management

PSP InvestmentsMontreal
Full-time

We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Res... Show more

Manager, Sustainability & Climate Innovation (Temporary – 18 months)

PSP InvestmentsMontreal
Full-time +1

We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Res... Show more

Investments Operations Analyst (Hybrid)

National BankMontreal
Full-time +3

Investment Operations at .National Bank means acting as an expert in handling our clients' requests.It is through your mastery of our processes and tools, your curiosity, your diligence, and y... Show more

National Portfolio Manager

ScotiabankMontreal, QC, CA
Full-time

Be accountable for client discovery, development of the Investment Policy Statements (IPS), portfolio modelling and investment compliance with the client’s IPS.Contact is initiated by the client, F... Show more

Expert Banking Advisor

0000050007 Royal Bank of CanadaCanada,Quebec,D'OR,VAL
Full-time

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our... Show more

Bilingual Engineering & Continuous Improv Coordinator

Hood Packaging CorporationMontréal, QC, CA
Full-time

Reporting to the Operations Manager, the Engineering & Continuous Improvement Coordinator is responsible for coordinating the technical group of processes.In support of process engineers, he follow... Show more

*Investment Advisor Services Team Lead (Investments)

*Investment Advisor Services Team Lead (Investments)

Recrute ActionMontréal, QC, ca
30+ days ago
Salary
CA$70,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description
Job Description
Investment Advisor Services Team Lead (Investments)

Drive the performance of a key financial services team: real-time management, KPI optimization, and SLA compliance within a major transformation environment. Strategic role with direct impact on advisor experience, Middle Office collaboration, and a dynamic hybrid workplace in downtown Montréal.

What is in it for you:

• Annual salary between 70K-80K.
• Permanent full-time position.
• Flexible schedule with 2 remote days per week.
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.
• Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).
• Employer contribution to a retirement savings plan (RRSP).
• 20% reimbursement on OPUS transit card (equivalent to 2 free months per year).
• Regular social activities focused on health, wellness, and community involvement.
• Professional development opportunities and internal career growth.
• Modern offices in the heart of downtown Montréal, easily accessible by public transit.

About the role:

Within a context of organizational transformation, this position is evolving from a transactional technical leadership role to a performance-driven, service-oriented leadership role. As transactional activities shift to the Middle Office, the incumbent will focus on frontline team performance and advisor experience.

Responsibilities:

• Ensure accessibility targets are met and SLAs are respected.
• Manage real-time performance and adjust resources based on volumes.
• Analyze performance indicators (KPIs) and implement corrective actions.
• Provide coaching and feedback to maintain high quality standards.
• Support team engagement during periods of transition.
• Coordinate effectively with the Middle Office to ensure smooth handoffs.
• Act as escalation point for complex situations.

What you need to succeed:

• Relevant education in administration, finance, management, or related field.
• 3–5+ years of experience supporting advisors, financial operations, or in a high-volume service environment.
• Experience in team management, supervision, or coaching.
• Strong understanding of performance metrics and high-volume environments.
• Ability to manage escalated situations with professionalism.
• Excellent communication, organizational, and problem-solving skills.
• Bilingual in French and English to effectively support advisors and colleagues in both languages daily.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.