Top Tech Jobs & Startup Jobs in Montreal

The role involves driving sales results, offering investment solutions, developing advisor relationships, executing strategic business plans, and leading a team in the wealth management sector.

The Senior Client Services Administrator handles client inquiries, manages account transactions, escalates issues, and ensures service excellence for Plan Sponsors and Members.

Lead and mentor a team in Dealer Operations, oversee regulatory compliance, process improvement, and ensure excellent service delivery to clients.

The Director of Sales will lead the regional sales team, manage support functions, develop sales strategies, maintain relationships with advisors, and drive market growth.

The Commission and Payroll Associate manages advisor compensation, handles inquiries, resolves issues, and ensures timely payment processing while maintaining client relationships.

As a Prospr Advisor at Sun Life, you'll provide holistic Life, Health and Wealth solutions to clients, aiming to achieve their financial goals. The role involves proactive client engagement, assessing financial needs, and recommending tailored investment and insurance solutions while contributing to continuous improvement initiatives.

As a Bilingual ETF Consultant, you will support ETF back office operations, handle reconciliations, resolve complex cases, and train the team on ETF processes.

The Bilingual Proposal Coordinator supports sales and client relationship activities, preparing proposals and ensuring quality standards while collaborating with the team.

As a Financial Advisor at Sun Life, you'll build relationships, provide financial advice, and help clients achieve their financial goals through ongoing support and tailored products.

Financial Advisors build relationships, offer financial advice, and create tailored plans for clients while enjoying earning potential and career independence.