20 meilleures offres (investment advisor assistant, montréal, qc) (à pourvoir)

Wealth Advisor Assistant
Raymond James Financial, Inc. —Montréal, QC
- De 50 000 $ à 55 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Plan d'actionnariat des employés
- Bourses d'Études
Investment Advisor Assistant (Evergreen)
Raymond James Financial, Inc. —Montréal, QC
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Plan d'actionnariat des employés
- Bourses d'Études
Executive Assistant
Fruit et Légumes Gaetan Bono —Montréal, QC
- Temps plein
- Bilingue
- Anglais
- Microsoft Office
Postuler rapidement
Senior Analyst, Finance & Administration (Assistant Controller level)
Fiera Capital —Montréal, QC
- Temps plein
- Travail hybride
- Bilingue
- Anglais
- Capacités de présentation
il y a 12 jours
Investment Advisor Assistant
Ventum Financial Corp. —Montréal, QC
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Postuler rapidement
Conseiller ou conseillère en gestion de patrimoine | Wealth Advisor
Fidelity Investments —Montréal, QC
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Bilingue
- Service à la clientèle
- Anglais
- Programmes de Bien-être
- Bourses d'Études
Adjointe principale ou adjoint principal bilingue, Gestion de patrimoine / Wealth Associate Sr Bilingual
Fidelity Investments —Montréal, QC
- De 105 000 $ à 123 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Salesforce
- Anglais
- Programmes de Bien-être
- Bourses d'Études
16 h
Bilingual Estate Associate
IG Wealth Management —Montréal, QC
- De 47 000 $ à 60 500 $ par an
- Travail hybride
- Bilingue
- Microsoft Word
- Microsoft Excel
- Programmes de Bien-être
- Assurance Invalidité
Investment Advisor Assistant, Wood Gundy-Bilingual
CIBC —Montréal, QC
- Temps plein
- Bilingue
- Anglais
- Sens de l'organisation
Administrative Assistant
Wellington-Altus Private Wealth Inc. —Kirkland, QC
- Microsoft Powerpoint
- Bilingue
- Microsoft Word
Wealth Management Administrative Associate (CSC or CSC in Progress)
Manulife —Montréal, QC
- De 50 500 $ à 90 500 $ par an
- Temps plein
- Microsoft Powerpoint
- Bilingue
- Microsoft Word
- Assurance Invalidité
- Assurance Dentaire
Bilingual Client Service Representative
IG Wealth Management —Montréal, QC
- De 55 000 $ à 65 000 $ par an
- 8 Heures
- Travail hybride
- Bilingue
- Microsoft Excel
- Microsoft Access
- Programmes de Bien-être
- Aide au Transport Quotidien
Administrative Assistant, BMO Nesbitt Burns
BMO Financial Group —Laval, QC
- De 33 600 $ à 50 900 $ par an
- Temps plein
- Esprit d'analyse
- Compétences en communication
- Bourses d'Études
- Assurance Vie
Executive Assistant to the Regional Vice President
IG Wealth Management —Montréal, QC
- De 58 000 $ à 72 500 $ par an
- Travail hybride
- Microsoft Powerpoint
- Bilingue
- Microsoft Word
- Assurance Invalidité
- Assurance Dentaire
Représentant, Expansion des affaires - bilingue (Français et Anglais)/ Business Development Representative - Bilingual (French and English)
Fidelity Investments —Montréal, QC
- De 50 000 $ à 61 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Vente
- Service à la clientèle
- Bourses d'Études
- Congés payés
Représentant ou Représentante bilingue, Service de traitement (Contrat) | Processing Representative Bilingual (Contract)
Fidelity Investments —Montréal, QC
- De 27,40 $ à 33,80 $ de l’heure
- 8 Heures
- Travail hybride
- Bilingue
- Anglais
- Esprit d'analyse
- Heures d'arrivée et de départ flexibles
il y a 13 jours
Spécialiste bilingue de l’intégration / Onboarding Specialist Bilingual
Fidelity Investments —Montréal, QC
- De 71 000 $ à 81 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Compétences rédactionnelles
- Anglais
- Programmes de Bien-être
- Bourses d'Études
Représentant des Ventes, Produits de Gestion de Patrimoine
Sun Life —Montréal, QC
- De 58 000 $ à 93 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Vente
- Anglais
Business Development Representative (Inside Sales)
Sun Life —Montréal, QC
- De 58 000 $ à 93 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Vente
- Anglais
Advisor, Securities
Desjardins —Montréal, QC
- Temps plein

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment advisor assistant (montréal, qc)

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Wealth Advisor Assistant

Raymond James Financial, Inc. -
Montréal, QC

Postuler dès maintenant

Détails du poste

Temps plein
De 50 000 $ à 55 000 $ par an

Profil recherché

Microsoft Word
Microsoft Excel
Microsoft Outlook
Service à la clientèle
Études postsecondaires
Microsoft Office
Expérience administrative
Sens de l'organisation
Compétences en communication
Gestion du temps

Description complète du poste

2600333

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Wealth Advisor Assistant

How does the role impact the organization?

Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.

What will your role be responsible for?

Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work;
Process and follow up on security transactions and transfers;
Handle incoming and outgoing phone calls with clients;
Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
Service clients’ general day-to-day requests;
Maintain Financial Advisor files, calendar & expenses; and
Perform general office duties.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

Post-secondary education;
Investment Representative (IR) Licensed or become IR registered within 1 year of hire;
Excellent proficiency with MS Office particularly Word, Excel and Outlook;
Experience with Dataphile and FactSet is an asset;
Excellent verbal and written communication skills;
Ability to work in a team environment and demonstrate a professional and friendly manner
Superior customer service skills;
Meticulous attention to detail;
Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up;
Strong organizational skills;
Superior problem solving skills;
The ability to work within deadlines in a high-volume, pressure-oriented environment; and
Ability to effectively handle confidential information.

We encourage our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

Salary Range: $50,000 - 55,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Job Wealth management

Primary Location CA-QC-Montreal-Montréal

Organization Branch

Schedule Full-time

Status Permanent Full-Time

Postuler dès maintenant

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment advisor assistant (montréal, qc)

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