Talent.com
Ventum Financial
Investment Advisor for Client GrowthVentum Financial • Ahuntsic North, ca
No longer accepting applications
Investment Advisor for Client Growth

Investment Advisor for Client Growth

Ventum Financial • Ahuntsic North, ca
3 days ago
Job type
  • Full-time
Job description
Drive client success as an Investment Advisor focused on growth in Private Client Services. Manage investment portfolios with unique, tailored solutions while collaborating with a supportive national infrastructure to enhance your practice.

This role is designed for experienced Investment Advisors committed to building their businesses and managing client relationships effectively. You will be responsible for advising clients on investments while working closely with diverse teams to promote key strategic initiatives. The advisor will also handle various administrative responsibilities to ensure seamless client service.

Key Responsibilities: • Expand and manage an individual client portfolio • Provide tailored investment advisory services • Build trusted relationships with clients and partners • Engage in strategic brand initiatives and support efforts • Complete administrative tasks as needed

Requirements: • 5 years of experience in investment advisory • Outstanding relationship-building skills • Strong communication, both written and verbal • Excellent presentation and consultative techniques • Ethical and compliant with all regulations

Utilize your advisory skills to help clients navigate investments while thriving within a supportive corporate culture. #J-18808-Ljbffr
Create a job alert for this search

Investment Advisor for Client Growth • Ahuntsic North, ca

Similar jobs

*Investment Advisor Services Team Lead (Investments)

Recrute ActionMontreal (administrative region), QC, CA
Permanent

Investment Advisor Services Team Lead (Investments).Industry Sales, Customer Service, and Contact Center.Investment Advisor Services Team Lead (Investments).Drive the performance of a key financial... Show more

 • Promoted

Investment Advisor For Client Growth

Ventum FinancialRivière-Des-Prairies-Pointe-Aux-Trembles, Canada
Full-time

Drive client success as an Investment Advisor focused on growth in Private Client Services.Manage investment portfolios with unique, tailored solutions while collaborating with a supportive nationa... Show more

 • Promoted

Client Investment Advisor

ScotiabankMontreal (administrative region), QC, CA
Full-time

A leading financial institution is seeking an Investment Representative for its Contact Centre in Montreal.This role requires a strong knowledge of investment products and a commitment to providing... Show more

 • Promoted

Investment Advisor- EN

RBC Dominion SecuritiesMontreal (administrative region), QC, CA
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

 • Promoted

Independent Financial Advisor – Flexible, Impactful Growth

Sun Life FinancialMontreal (administrative region), QC, CA
Full-time

A leading financial services company in Montreal is looking for a Financial Advisor who builds long-term relationships with clients to help them plan their finances.This role offers unlimited incom... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal, Montreal (administrative region), CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Investment Advisor (Montreal & GTA) - ShariaPortfolio Canada

ShariaPortfolio Canada Inc.Montreal (administrative region), QC, CA
Full-time

ShariaPortfolioCanada is seeking a dynamic and experienced.Sharia-compliant investment solutions.You will play a crucial role in building and managing client relationships, offering personalized in... Show more

 • Promoted

Junior Investment Advisor

Manulife WealthDorval
Full-time

We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners.Our mission is to deliver trusted guidance across investments, r... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCMontreal (administrative region), QC, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more

 • Promoted

Junior Wealth Advisor for Growth

Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.Dorval, QC, CA
Full-time

Start your journey as a Junior Wealth Advisor focused on growth.Engage with clients to develop personalized financial strategies and build a sustainable book of business.This role suits individuals... Show more

 • Promoted

Expert Client Advisor for Strategic Financial Engagement

LGBT GreatMontreal (administrative region), QC, CA
Full-time

Join the ranks of financial experts as a Client Advisor focused on building strong relationships with advisors in Quebec.Use your exceptional sales and communication skills to promote innovative in... Show more

 • Promoted

Investment Advisor

MercorMontreal (administrative region), QC, CA
Part-time

This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more

 • Promoted

High-Net-Worth Private Client Advisor (Remote)

Fisher InvestmentsMontreal (administrative region), QC, CA
Remote
Full-time

An established industry player is seeking a Private Client Adviser to join their mission of bettering the investment universe.In this role, you will focus on sales, managing your business remotely ... Show more

 • Promoted

Canadian Private Client Adviser

Fisher InvestmentsMontreal (administrative region), QC, CA
Full-time

Calling all financial professionals looking for a role focused 100% on sales!.As a Private Client Adviser with Fisher Investments Canada, you will receive access to qualified lead resources (C$500K... Show more

 • Promoted

Investment Advisor Assistant - Client Growth Support

Canadian Imperial Bank of CommerceMontreal (administrative region), QC, CA
Full-time

A leading financial institution in Montreal is seeking an Investment Advisor Assistant to support Investment Advisors in managing high-net-worth client portfolios.The ideal candidate will actively ... Show more

 • Promoted

Investment Associate: Client Trading & Growth

ScotiabankMontreal (administrative region), QC, CA
Full-time

A leading financial institution in Montreal is seeking an Investment Associate to provide exceptional customer services and trading support for High Value clients.The role requires a strong underst... Show more

 • Promoted

Independent Investment Advisor - Grow Your Client Practice

Ventum FinancialMontreal
Full-time

A Canadian investment firm is seeking experienced Investment Advisors to join their Private Client Services team.This role offers the flexibility to develop your business within a national platform... Show more

 • Promoted

Client Advisor, Quebec — Investment Solutions Sales

Neuberger BermanMontreal (administrative region), QC, CA
Full-time

A global investment management firm is seeking a Client Advisor in Quebec to drive their distribution strategy.The role involves building relationships with financial advisors and delivering invest... Show more

 • Promoted

Client-Focused Banking Advisor Role

National Bank of CanadaMount Royal, Montreal (administrative region), CA
Full-time

Step into a rewarding role as a Client-Focused Banking Advisor, dedicated to enhancing client satisfaction through expert advice.Help clients navigate personal financing and investment decisions ef... Show more

 • Promoted

Client Engagement and Growth Partner

VoobanMontreal (administrative region), QC, CA
Full-time

Step into a vital client partner role, ensuring strategic alignment with executive teams and robust relationship management.Focus on business growth while maintaining client satisfaction and operat... Show more