Last updated 2026-07-29

49 Wealth Management Jobs in Montréal, Canada

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WTW External Careers Site

Jul 29
Client Investment Consultant
Montréal, Canada entry
  • The Role Lead Investment consulting client engagements (for both advisor and delegated/OCIO clients), ensuring quality of work and timely d…
  • You will liaise closely with other senior consultants, clients, fund managers and other areas of the firm and take increasing…

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BMO Nesbitt Burns Inc.

Jul 28
Administration Associate, Wealth Management, Nesbitt Burns
Brossard, Canada entry Full Time
  • Assists with managing a portfolio of clients to retain and grow relationships.
  • A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Bank of Montreal

Jul 28
Personal Banker
Montréal, Canada mid Full Time
  • Experience in financial services is an asset.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…

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Royal Bank of Canada

Jul 28
Financial Security Advisor, Insurance
Blainville, Canada entry Full Time
  • As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and…
  • Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that a…

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Aviso Wealth

Jul 27
Bilingual Transfers Administrator, Temporary
Montréal, Canada mid Temporary $46k-55k/yr
  • As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community.
  • Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors.

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Canadian Imperial Bank of Commerce (Canada)

Jul 27
Relationship Manager, Business Banking - Bilingual
Montréal, Canada mid Full Time
  • Relationship Management - Support existing clients and continuously seek new opportunities for client acquisition through referrals and int…
  • As a Relationship Manager, you’ll help business clients meet their immediate and long term business goals by understanding client needs…

Desjardins Securities

Jul 27
Advisor, Securities
Brossard, Canada 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).

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Marsh

Jul 27
Senior Client Advisor - Personal Lines
Montréal, Canada senior
  • You will be joining a positive, dynamic, experienced, and tenured team of insurance professionals who focus on Personal Lines in…
  • Provide quotations and market proposals to explain and select coverages based on a thorough discovery and needs analysis and prepare…

Caisse Desjardins du Centre-Ville-de-Montréal

Jul 24
Personal Finance Advisor
Montréal, Canada mid Full Time
  • As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members a…
  • Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help…

Scotiabank

Jul 24
Private Banker 3
Montréal, Canada mid
  • Purpose: This position focuses on generating new and deepening existing high value Wealth Management client relationships.
  • Drive internal and external business development, maintaining a strong market profile with partners, COIs and other business channels: Acti…

Manulife

Jul 23
High Net Worth Inforce Case Coordinator
Montréal, Canada mid Full Time
  • Manulife’s Individual Insurance team currently has an opportunity for a High-Net-Worth Case Coordinator.
  • In collaboration with independent Financial Advisors across the country, we offer a suite of innovative wealth and protection solutions, in…

Sun Life Assurance Company of Canada

Jul 22
Wealth Sales Director (Wholesaler)
Montréal, Canada senior Full Time
  • Work with Regional Vice President, and fellow Wealth Sales Directors to define, promote and share best practices.
  • Teamwork & Leadership Provide leadership to your team consisting of the Wealth Sales Representative and Wealth Sales Coordinator Cultivate…

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The Toronto-Dominion Bank (Canada)

Jul 22
Personal Banker - Future Opportunities (Laval, Ville Saint-Laurent)
Laval, Canada mid Full Time
  • Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to…
  • Job Description: Are you passionate about connecting personally with customers to assist them in achieving their financial goals?

Richardson Wealth Ltd

Jul 21
Senior Case Coordinator
Montréal, Canada senior
  • Position Title: Senior Case Coordinator Position Overview The Senior Case Coordinator is responsible for managing the insurance case lifecy…
  • The successful candidate will play a key role in delivering a high standard of client service while supporting complex insurance…

Neuberger Berman Canada ULC

Jul 20
Client Advisor, Montreal
Montréal, Canada senior Full Time
  • Maintain accurate client records and sales activity tracking in CRM systems Provide ongoing advisor support and handle complex client inqui…
  • Be part of a globally recognized, employee-owned investment firm with a strong reputation for excellence Access innovative investment solut…

Caisse Desjardins des Versants du mont Royal

Jul 20
Personal Finance Advisor, Assigned Clientele
Montréal, Canada mid Full Time
  • As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members a…
  • Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help…

Caisse Desjardins du Centre-Est de Montréal

Jul 17
Personal Finance Advisor
Montréal, Canada mid Full Time
  • As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members a…
  • Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help…

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Fiera Capital Corporation

Jul 14
Strategy Specialist, Total Portfolio Solutions
Montréal, Canada mid Full Time
  • Provide thoughtful support on strategic and business-related questions from clients and prospects, demonstrating credibility across institu…
  • Working closely with investment and distribution partners, the successful candidate will support both Institutional and Private Wealth chan…

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Mercer

Jul 9
Institutional Investments Sales Leader
Montréal, Canada senior
  • What you need to have: Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
  • Deep understanding of institutional investment products, asset classes, and client needs.

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Aon Corporation

Jun 23
Vice President, Senior Broker & Technical Specialist – Financial...
Montréal, Canada senior Full Time
  • If so, the Senior Broker & Technical Specialist opportunity within Aon’s Financial Services Group could be your next move.
  • You’ll be supported in your development through training, collaboration, and mentorship, and you’ll work closely with account managers and…

State Street

Jun 23
Représentant en commerce, devises étrangères vice-président adjoint...
Montréal, Canada entry Full Time
  • As part of the strategy in this region, this role requires you to work alongside FX Trading partners, Client Relationship…
  • Proven track record of FX sales and relationship management with large institutional investors.

Sovereign Career Opportunities

Jun 12
Underwriting Specialist, Delegated Authority
Montréal, Canada mid Full Time
  • Assessing risk factors and market conditions to determine appropriate premium rates for delegated authority portfolios, leveraging actuaria…
  • Responding to referrals on complex accounts while maintaining alignment with the portfolio’s delegated underwriting intent and supporting b…

Morgan Stanley

Jun 5
Bilingual Virtual Financial Advisor (Hybrid)
Montréal, Canada 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…

Hubinternational

Apr 15
Transfer Specialist
Montréal, Canada 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…