Account Specialist - Wealth Management - Up to $65K - Hybrid
Quantum - Montreal) with precision for multiple clients - Oversee new client documentation, ensuring smooth onboarding for financial, investment..., and tax planning - Assist in annual investment reviews, organizing schedules, taking meeting notes, and preparing ...
27 days ago, source: Careerjet
Investment Specialist (Contract)
IDC Worldsource Insurance Network Inc. - Mississauga*12-month contract* JOB STATEMENT: Reporting to the Manager, Investment Administration and working in a fast-paced environment, the Investment Administrator will be responsible for placing segregated fund trades and other basic administrative ...
6 days ago, source: adzuna
Bilingual Investment Specialist, Mutual Funds (Inbound)
Bank of Montreal - CanadaApplication Deadline: 05/15/2025 Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO Job Family Group: Wealth Sales & Service Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must ...
15 days ago, source: adzuna
Bilingual Investment Specialist, Mutual Funds (Outbound)
Bank of Montreal - CanadaApplication Deadline: 05/15/2025 Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Wealth Sales & Service Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must ...
15 days ago, source: adzuna
Senior Investment & Personal Banking Specialist Trainee-St. Jacques Branch
Scotiabank - Montrealculture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able...
9 days ago, source: Careerjet
Investment & Personal Banking Specialist - Lachenaie, Terrebonne, QC
Scotiabank - Quebecculture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect..., wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the..
9 days ago, source: Careerjet
Investment & Personal Banking Specialist - Ste-foy, Quebec, QC (6 months contract)
Scotiabank - Sainte-Foyculture. About the role As an Investment & Personal Banking Specialist Trainee you are customer-centric and able..., including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital.
10 days ago, source: Careerjet
