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Reposted An Hour AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Financial Services
Manage key client relationships and drive revenue growth by developing new business and structuring complex deals, while ensuring compliance and exceptional service.
Top Skills: Financial Analysis
Reposted 17 Hours AgoSaved
In-Office
Laval, QC, CAN
Mid level
Mid level
Financial Services
This role supports Investment Advisors by managing client relationships, coordinating meetings and marketing initiatives, resolving inquiries, and ensuring compliance with regulations.
Top Skills: Crm SystemsMicrosoft Office SuiteSocial Media Platforms
Reposted 17 Hours AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Financial Services
Manage and grow a large commercial lending portfolio, originate new clients, lead credit recommendations and business development, coordinate with coverage team and product partners, ensure portfolio risk management, and contribute to strategic planning and client relationship management.
Top Skills: ExcelMicrosoft PowerpointMicrosoft Word
Reposted 17 Hours AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Financial Services
The Portfolio Assistant provides administrative and operational support in financial and investment planning, ensuring compliance and accuracy in transactions, managing client accounts, and coordinating meeting logistics.
Top Skills: Customer Relationship Management SystemsFinancial Planning SoftwareInvestment Analysis Tools
Reposted 17 Hours AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Financial Services
The Director of Ultra-High Net Worth Lending provides customer service and portfolio management, focusing on complex lending solutions and cross-selling opportunities while ensuring compliance and risk management in a high-net-worth context.
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Reposted 17 Hours AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Financial Services
The role involves managing lending operations processes including loan administration, servicing, and stakeholder communication, ensuring compliance with SLAs and regulatory requirements.
Top Skills: ExcelMs WordPowerPoint
Reposted 17 Hours AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Financial Services
Supports Investment Advisors with administration, client service, and coordination of marketing and technology issues to maintain client relationships.
Top Skills: Financial Planning SoftwareInvestment Technology Applications
17 Hours AgoSaved
In-Office
Brossard, QC, CAN
Junior
Junior
Financial Services
Assist Investment Advisors with day-to-day administrative tasks, client interactions, and support activities, ensuring exceptional client service and compliance with regulations.
Top Skills: Client DatabaseFinancial Planning Software
Reposted 17 Hours AgoSaved
In-Office
2 Locations
Mid level
Mid level
Financial Services
The Pre-Employment Screening Analyst conducts risk assessments, reviews candidate information, and ensures compliance in pre-employment screening processes while maintaining strong relationships with stakeholders.
Top Skills: AIBots
Reposted 17 Hours AgoSaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Financial Services
The Associate Director will handle loan origination and account management, analyze financial data, prepare credit packages, and build client relationships.
Top Skills: Microsoft Office (ExcelPowerpoint)Word
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