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    • Education: Bachelor’s degree in Finance, Economics, or a relevant quantitative background focused on the financial markets.
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Job Post Details

Servicing Investment Advisor - job post

Anonymous
3.4 out of 5 stars
Dorval, QC H9P 2V9•Hybrid work
$65,000–$85,000 a year - Permanent, Full-time

Job details

Pay

  • $65,000–$85,000 a year

Job type

  • Permanent
  • Full-time

Location

Dorval, QC H9P 2V9•Hybrid work

Benefits

Pulled from the full job description

  • On-site parking

Full job description

Job Overview

We are seeking a driven, analytical, and fully licensed Servicing Investment Advisor to join our Montreal-based wealth management team. This role is designed for a professional who is genuinely passionate about the stock market, enjoys deep-dive security analysis, and thrives in a fast-paced trading environment.

In this role, you will be directly responsible for the daily execution of investment strategies, including buying, selling, and rebalancing client portfolios. Your compensation will directly scale with your performance and contribution to the firm.

Key Responsibilities

  • Portfolio Management: Execute daily trades, buy/sell orders, and systematic portfolio rebalancing across diverse client accounts.
  • Market Analysis: Conduct ongoing research and analysis of stocks, ETFs, and market trends to support portfolio strategies.
  • Compliance & Administration: Maintain strict adherence to CIRO regulations, ensuring all trading activities are fully compliant and accurately documented.
  • Strategic Planning: Collaborate on asset allocation adjustments and proactive portfolio positioning based on market conditions.

Hard Requirements (Non-Negotiable). Important Application Criteria: Please read carefully before applying. Applications that do not meet these criteria will not be considered.

  • CIRO Licensed: You must hold an active CIRO license with authorization to trade stocks and ETFs. OR
  • CSC Completion: You must have already passed the Canadian Securities Course (CSC).
  • Citizenship: You must be a Canadian citizen.
  • Location: This is a strictly in-office position located at our Montreal office. Remote or hybrid arrangements are not available.

Preferred Qualifications

  • Education: Bachelor’s degree in Finance, Economics, or a relevant quantitative background focused on the financial markets.
  • Market Passion: A demonstrable obsession with the stock market, trading mechanics, and investment analysis.
  • Attributes: Strong analytical mindset, sharp attention to detail under pressure, and a proactive work ethic.

What We Offer

  • A dynamic, investment-focused environment surrounded by professionals passionate about financial strategy.
  • Direct exposure to portfolio architecture and market execution.
  • A clear, merit-based compensation structure where your pay increases alongside your performance.

How to Apply

If you meet all the licensing and citizenship requirements above and want to grow your career on a high-performing investment team, please submit your resume along with a brief cover letter highlighting your trading/analysis experience.

Pay: $65,000.00-$85,000.00 per year

Benefits:

  • On-site parking

Work Location: In person

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