Last updated 2026-06-14
39 Wealth Management jobs in Montréal. ()
Coverage snapshot
Browse Wealth Management jobs in Montréal from companies including Royal Bank of Canada, Bank of Montreal, Scotiabank, Sun Life Assurance Company of Canada, Fiera Capital Corporation, Canadian Imperial Bank of Commerce (Canada), and Federation Caisses Desjardins.
- Common titles include Advisor, Securities, Financial Planner, Personal Banking Associate, Financial Services Representative, and Financial Services Consultant.
- Roles span mid, entry, senior, and intern levels.
- Recent postings include financial services, advisor securities, financial planner, personal banking, and wealth management roles.
- Most listed roles are in Montréal (32), with openings also in Sainte-Thérèse (4), Laval (2), and Blainville (1).
Browse Wealth Management jobs in Montréal from companies including Royal Bank of Canada, Bank of Montreal, Scotiabank, Sun Life Assurance Company of Canada, Fiera Capital Corporation, Canadian Imperial Bank of Commerce (Canada), and Federation Caisses Desjardins.
Current Wealth Management coverage in Montréal
- Common titles include Advisor, Securities, Financial Planner, Personal Banking Associate, Financial Services Representative, and Financial Services Consultant.
- Roles span mid, entry, senior, and intern levels.
- Recent postings include financial services, advisor securities, financial planner, personal banking, and wealth management roles.
- Most listed roles are in Montréal (32), with openings also in Sainte-Thérèse (4), Laval (2), and Blainville (1).
Snapshot updated 3hr, 48m ago
Financial Planner
Jun 12
Sainte-Thérèse
mid
Full Time
Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance…
Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings pla…
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Personal Banking AssociateJun 12
Blainville
mid
Part Time
As a member and client experience advisory agent at Caisse Desjardins de l'Envolée, you help give members and clients a…
You are a proud ambassador of digital solutions and you advise members and clients on their use.
Advisor, Securities
Jun 12
Montréal
mid
Full Time
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks…
Complete account openings, forms and securities transactions as directed by the advisor(s).
Montréal
mid
Full Time
Position Responsibilities: Manage a portfolio of clients in group retirement savings under $2M. Ensure the quality and continuity of relati…
This role plays a central part in client relationship management, with strong interaction with plan sponsors, advisors, and internal partne…
Montréal
mid
Full Time
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provid…
Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
Montréal
senior
Full Time
As a Senior Financial Planning Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members…
You lead and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly i…
Montréal
mid
About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in…
In this role, you will: Be passionate about financial sales as well as delivering trusted financial advice to customers Educate…
Senior Advisor, Personal
Jun 10
Montréal
senior
Full Time
As a senior personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and…
You lead clients and practitioners on sales and service development projects, initiatives and activities that significantly impact multiple…
Advisor, Securities
Jun 10
Laval
mid
Full Time
As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
You help sell securities products and services through various distribution channels based on member/client needs and current strategies an…
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Advisor, SecuritiesJun 9
Montréal
mid
Full Time
As a member of our Client Relationship team, you will support Sun Life clients with their wealth management needs.
Consult with clients by providing investment and protection advice related to their financial needs, including savings, retirement income a…
Montréal
mid
Full Time
Acquire , grow and deepen client relationships through delivery of value - added , tailored financial advice to meet their…
Must-have Business dev elopment and client acquisition and prospecting skills, including building and leveraging valuable C entres of I nfl…
Montréal
entry
Full Time
What we are looking for: Working with a team of Client Service Associates and reporting to the Supervisor, Client Experience,…
Your responsibilities: Maintain detailed knowledge on the specific characteristics and features of the various portfolios for which the Ins…
Montréal
senior
Full Time
$80k/yr
Position Summary: The individual taking on this role will be part of the Morgan Stanley Virtual Advisor (MSVA) team within…
The individual in the role will support MSVA business development initiatives to drive growth, create business efficiencies and increase cl…
Montréal
entry
Full Time
Manage client-related administrative functions; liaise with investors, investment managers, directors and lawyers in various international…
The Opportunity We are looking for an accomplished Assistant Vice President to join our team as part of our financial…
Montréal
mid
Full Time
$68k-78k/yr
Reporting to the Manager, Online Trading, the Bilingual Investment Representative is responsible for ensuring our customers receive excepti…
The Opportunity: We’re looking for an incredible Bilingual Investment Representative to join our Contact Centre team.
Montréal
mid
The Canadian Alternatives Investment Leader (AIL) is a senior investment professional who will report to the Regional CIO of Investments…
This role involves mentoring and managing the Alternatives team and representing Mercer’s Alternatives capabilities both externally and int…
Montréal
senior
Full Time
At PSP Investments, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever…
Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with…
Transfer Specialist
Apr 15
Montréal
intern
Full Time
Prepare and submit transfer forms to brokers and insurance companies Support transfer investigations and resolve discrepancies as they aris…
What You’ll Do Process advisor Buy/Sell agreements on block transfers and Reassignments to ensure full servicing and commission changes ref…
Montréal
senior
Full Time
The Tax and Estate Planning Director will be responsible for providing comprehensive and integrated wealth planning services and support to…
Principales responsabilités Offrir une expérience exceptionnelle à la clientèle Rencontrer les conseillers et conseillères en gestion de pa…
Montréal
mid
Full Time
$100k-140k/yr
The Wealth Advisor will be advising clients on how to invest their portfolios and prepare client plans and proposals.
The Wealth Advisor will provide operational support and work closely with internal partners in portfolio services, investments, products, o…