Wealth Management Advisor Jobs in Montreal, QC

Shape exceptional experiences for Trust & Estate clients by providing top-tier service, encompassing technical expertise and collaborative relationship management to drive growth and ensure compliance...

Lead transformative advisor distribution strategies, driving growth and retention through exceptional service, sustainable partnerships, and strategic account management in the retirement market. Fost...

Transform high-net-worth client experiences through expert tax and estate planning. Drive growth and collaboration within Wealth Advisory Services, ensuring seamless integration of holistic financial...

Shape the future of high-net-worth client planning with comprehensive strategies and personalized financial guidance to enhance client relationships and drive growth in wealth management services...

Join a team that focuses on onboarding and managing relationships for high-net-worth clients, delivering personalized banking and credit solutions, while collaborating with TD specialists to address c...

Help us provide personalized banking and credit solutions for high-net-worth clients. Your role will focus on onboarding, relationship management, and delivering customized financial services with a p...

Inspire client engagement and foster relationships with high-net-worth clientele. Collaborate with a multidisciplinary team to deliver integrated wealth management solutions that drive profitable grow...

Engage with key stakeholders and lead the resolution of complex client complaints. Ensure timely and thorough investigations while maintaining robust communication with external regulatory bodies to u...

Drive risk management excellence by leading RFI response efforts in a dynamic technology environment, ensuring accurate client engagement and operational resilience through expert coordination and sta...

Manage estate administration and trust services, ensuring compliance with legal standards while enhancing client relationships. Foster collaboration within a multidisciplinary team to provide tailored...

Drive impactful leadership strategies by partnering with executives to overcome critical business challenges. Leverage data insights to enhance organizational effectiveness, cultivating long-term clie...

Shape business performance management by leveraging operational data for insights, cost optimization, and strategic initiatives. Partner with leadership and cross-functional teams to enhance organizat...

Join a team that's redefining performance management through strategic influence. Lead complex projects, collaborate with diverse stakeholders, and innovate solutions to enhance business operations an...

Help us lead a high-performing Portfolio Administration team that supports diverse investment strategies. Collaborate across functions to ensure accurate accounting data, enhance operational readiness...

Empower our trading and crypto growth by leading performance marketing, optimizing user journeys, and boosting engagement. Drive demand generation, manage media campaigns, and collaborate cross-functi...

Drive impactful portfolio analytics as a leader in a dynamic team that shapes strategies and insights, driving decision-making and aligning with long-term objectives while fostering a high-performance...

Join a dynamic sales team, leading efforts to drive the effectiveness of Retail Investments across the region, optimizing channel relationships, and enhancing customer satisfaction through tailored su...

Lead the charge in managing direct tax responsibilities, including tax provisions, compliance and technical analysis. Shape standards and processes while collaborating closely with finance teams to en...

Join a leading investment counselling team to manage high-net-worth portfolios, ensuring governance and risk mitigation. Collaborate with Investment Counsellors, enhance processes, and deliver excepti...

Shape high-value vendor partnerships and enhance third-party performance through strategic sourcing, effective contracting, and risk management while ensuring alignment with internal stakeholders to a...

Unlock your potential by managing client portfolios in real estate, applying financial expertise to drive growth. Leverage your sales talent and client relationship skills in a collaborative environme...

Transform client relationships by leveraging your expertise in sales and service. Contribute to strategic initiatives that enhance organization profitability while ensuring satisfaction for diverse an...

Unlock potential by leading innovative investment sales strategies. Collaborate with Financial Advisors to drive growth and achieve targets, while fostering relationships within diverse sales channels...

Drive the evolution of portfolio risk frameworks by leading analyses, monitoring risks, and translating complex insights into actionable strategies for senior stakeholders across investment teams and...

Shape the future of investment reporting by leading financial processes, embracing modernization, and fostering a high-performing team. Collaborate with senior leaders to provide vital insights that s...