Account Specialist - Wealth Management - Up to $65K - Hybrid
Quantum - Montreal, QC - CAN$ 65.000 per jaar
) 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 key...
April 13
Client Relationship Specialist
Quantum - Montreal, QC - CAN$65,000 per year
& Documentation: Manage new client onboarding and gather necessary data to support financial, investment, and tax planning. - Client... Reviews & Meetings: Assist in preparing for annual investment reviews, including taking notes and managing CRM schedules...
April 6
Investment & Personal Banking Specialist - Sainte-Catherine & Guy Branch, Montreal, Qc
Scotiabank - Montreal, QC
culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect... success through a broad range of advice, products and services, including personal and commercial banking, wealth management...
March 29
Royal Bank of Canada - Montreal, QC
with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients... banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute...
April 17
Investment Banking Internship - Montreal
Into City Prep - Montreal, QC
Investment Banking Intern We are seeking a motivated undergraduate, recent graduate, or career changer... with a strong passion for investment banking. This internship offers hands-on experience in market analysis, financial modeling, valuation...
March 26