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Investments Jobs in Saint-Laurent, QC

Last updated: 2 days ago
District Sales Associate

District Sales Associate

Mackenzie InvestmentsMontreal, QC, CA
CA$25,000.00 yearly
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and inv...Show moreLast updated: 30+ days ago
  • Promoted
Stock / Options Trader - Work From Home

Stock / Options Trader - Work From Home

Maverick FXLaval, Quebec
Maverick Trading, a 26-year old proprietary trading firm, is looking to hire experienced (5+ years) and entry-level (1+ years) equity and option traders. We are a global team, united by the common g...Show moreLast updated: 30+ days ago
  • Promoted
Sr. Investment Representative, Investors Edge - Bilingual

Sr. Investment Representative, Investors Edge - Bilingual

Canadian Imperial Bank of CommerceMontreal, QC, Canada
Investment Representative, Investors Edge - Bilingual.We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s r...Show moreLast updated: 8 days ago
DIRECTOR, GROWTH AND ACQUISITION CAPITAL - THRIVE LAB

DIRECTOR, GROWTH AND ACQUISITION CAPITAL - THRIVE LAB

BDCMontreal
CA$36.50 hourly
Full-time
We are banking at another level.It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepren...Show moreLast updated: 30+ days ago
  • Promoted
Finance Business Partner, Technology

Finance Business Partner, Technology

CAE IncMontreal, QC, Canada
Finance Business Partner, Technology.CAE’s digital initiatives and will act as the financial lead on business cases for technology investments. The role focuses on financial risk management and busi...Show moreLast updated: 30+ days ago
  • Promoted
Vice President of Finance (WR : 796)

Vice President of Finance (WR : 796)

Pekarsky & Co.Montreal, QC, Canada
We’re always on the look out for top talent.We are delighted to be working with our client, a Canadian private investment company whose goal is to create value in the sectors in which it invests, i...Show moreLast updated: 30+ days ago
Accounting and Payroll Technician (Investments)

Accounting and Payroll Technician (Investments)

Groupe MontpetitMontréal, Québec, CA
CA$75,000.00–CA$80,000.00 yearly
Quick Apply
Accounting and Payroll Technician.Are you a skilled accounting and payroll professional looking to take on a new challenge ?. Our client, a traded national company, seeks an Accounting Technician sp...Show moreLast updated: 30+ days ago
Media Experts - Supervisor, Investments

Media Experts - Supervisor, Investments

MediabrandsMontréal, Quebec, Canada
CA$34.07 hourly
Le département des investissements est chargé de l'exécution numérique, de l'achat et de la négociation des tarifs et de la valeur des médias numériques. Le rôle du superviseur consiste à superviser...Show moreLast updated: 30+ days ago
  • Promoted
Legal Counsel or Director, Legal Affairs

Legal Counsel or Director, Legal Affairs

PSP’s Private Debt & Credit Investment (PDCI) groupMontreal, Montreal (administrative region), Canada
Full-time
Legal Counsel or Director, Legal Affairs page is loaded.Legal Counsel or Director, Legal Affairs.Apply locations Montreal time type Full time posted on Posted 3 Days Ago job requisition id R3696.We...Show moreLast updated: 2 days ago
Director of Accounting

Director of Accounting

hays-gcj-v4-pd-onlineMontréal
CA$152,500.00 yearly
Our client is a well-established family office with a diverse portfolio that includes a significant residential andmercial real estate portfolio, along with a variety of other financial investments...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
Investments Operations Analyst

Investments Operations Analyst

National BankMontreal, QC, Canada
Full-time
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 your efficiency in processing.En...Show moreLast updated: 12 days ago
Représentant principal / Représentante principale, Service de traitement (bilingue) | Processing Representative Senior Bilingual

Représentant principal / Représentante principale, Service de traitement (bilingue) | Processing Representative Senior Bilingual

Fidelity InvestmentsMontreal
CA$650.00 weekly
Full-time
Le titulaire du poste est tenu d’examiner et de traiter les documents dans les deux langues officielles (français et anglais) afin de satisfaire aux obligations réglementaires de notre secteur.Cett...Show moreLast updated: 30+ days ago
  • Promoted
Account Executive, Investments

Account Executive, Investments

Empire LifeMontreal, QC, Canada
Full-time
Please note the base salary will be determined by the successful candidate's education, skills and experience.The listed salary range serves as a general pay guideline for this position's pay level...Show moreLast updated: 3 days ago
Senior Director - Private Investments

Senior Director - Private Investments

PatrimonicaMontreal, QC, CA
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 moreLast updated: 30+ days ago
Senior Financial Specialist, Private Investments

Senior Financial Specialist, Private Investments

Intact Financial CorporationMontréal, Quebec, Canada
Full-time
We’re looking for a Senior Financial Specialist for our growing private placement team, called the Distribution Financial Strategy (DFS) team. Given that the majority of IFC’s written premiums are d...Show moreLast updated: 30+ days ago
Product Manager

Product Manager

NBCMontreal, Quebec
CA$81,200.00–CA$122,000.00 yearly
A career as Product Manager – Investment Solutions (Private Investments) at National Bank Investments means acting as a catalyst for innovation in the development of alternative products.It is thro...Show moreLast updated: 30+ days ago
Remote Options Trading Job in Montreal, QC | Part Time

Remote Options Trading Job in Montreal, QC | Part Time

Maverick TradingMontreal, QC, Canada
CA$500,000.00 yearly
Remote
Part-time
Remote Options Trading Job at Maverick Trading.Maverick Trading, a 26-year old Entry Level Equity firm is looking to hire experienced and entry-level equity and equity and option traders.We are a g...Show moreLast updated: 30+ days ago
Associate, Infrastructure Investments

Associate, Infrastructure Investments

PSP InvestmentsMontreal
CA$95,000.00 yearly
Full-time
At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us t...Show moreLast updated: 30+ days ago
  • Promoted
Investment Associate - M&A Team

Investment Associate - M&A Team

ValnetMontreal, QC, Canada
Full-time
Investment Associate - M&A Team.Company that owns and operates over 25 authoritative brands across diverse verticals, including entertainment, sports, technology, automotive, gaming, lifestyle and ...Show moreLast updated: 14 days ago
District Sales Associate

District Sales Associate

Mackenzie InvestmentsMontreal, QC, CA
30+ days ago
Salary
CA$25,000.00 yearly
Job description

Job Description

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.  We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

The Strategic Partnerships Sales Division of the Institutional Sales and Service Department, at Mackenzie Investments is currently accepting applications for the position of District Sales Associate. Reporting to the Director, Partner Sales, the successful candidate’s primary responsibility is to provide administrative support for sales teams and the Director, Partner Sales.

This Support Includes

  • Overseeing the territory management by preparing / maintaining / forecasting sales coverage
  • Scheduling and / or coordinating territory / corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance
  • Ordering promotional items for clients
  • Preparing correspondence, special mailings, client reports and CE credit letters
  • Ordering all team product / marketing materials
  • Sorting and prioritizing incoming client mail, emails, answering / redirecting calls, responding to inquiries / requests
  • Assisting with special events by preparing CRM campaigns, ticket distribution and occasionally attending various social events with the team
  • Maintaining all client related information in our CRM database
  • Facilitating weekly team meetings with a prepared agenda
  • Booking all travel including air, hotel and transportation for the sales teams
  • Preparing / presenting monthly internal team reports to the Director, Partner Sales
  • Processing all Sales Practices requests for our clients as the team compliance coordinator
  • Processing the sales teams expenses and cheque requests
  • Implementation of business processes to ensure efficiency and consistency of territory management
  • Team operational support with a strong focus on attention to detail and time management

The following qualifications will assist the successful candidate in accomplishing these functions :

  • Related post-secondary education
  • Advanced knowledge of MS Word, Outlook and Excel
  • Excellent communication skills, both written and verbal
  • Professional telephone manner
  • Excellent interpersonal and organizational skills
  • Ability to work well under pressure
  • Ability to work independently and in a team environment
  • Knowledge of the mutual fund industry
  • CSC / IFC certification is an asset
  • Knowledge of National Instrument NI 81-105 is an asset
  • Experience with Salesforce (or a similar CRM system) and Concur is an asset
  • Knowledge of Mackenzie products and Mackenzie processing rules is considered an asset
  • What You Can Expect To Gain From The Experience

  • Opportunity to learn about and gain exposure to a dynamic sales team
  • Opportunity to advance your career within the department and organization
  • Coaching and support from direct manager and sales team in your role and your career aspirations
  • Proven prioritization, attention to detail and organizational skills
  • Relationship building skills