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Reposted YesterdaySaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
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.
Reposted YesterdaySaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Client Services Administrator handles client inquiries, manages account transactions, escalates issues, and ensures service excellence for Plan Sponsors and Members.
Top Skills: ChangepointExcelLotus NotesUltera
Reposted YesterdaySaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
Lead and mentor a team in Dealer Operations, oversee regulatory compliance, process improvement, and ensure excellent service delivery to clients.
Top Skills: Aton/TmxCustomer Service Work BenchFundservUniveris
Reposted YesterdaySaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Director of Sales will lead the regional sales team, manage support functions, develop sales strategies, maintain relationships with advisors, and drive market growth.
Reposted YesterdaySaved
In-Office
Montréal, QC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
The Commission and Payroll Associate manages advisor compensation, handles inquiries, resolves issues, and ensures timely payment processing while maintaining client relationships.
Top Skills: Microsoft Applications
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Reposted YesterdaySaved
In-Office
Montréal, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
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.
Top Skills: Salesforce
Reposted YesterdaySaved
In-Office
3 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As a Bilingual ETF Consultant, you will support ETF back office operations, handle reconciliations, resolve complex cases, and train the team on ETF processes.
Top Skills: Aton/TmxCustomer Service Work BenchFundservOmnibus Trading PlatformUniveris
Reposted YesterdaySaved
In-Office
Montréal, QC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
The Bilingual Proposal Coordinator supports sales and client relationship activities, preparing proposals and ensuring quality standards while collaborating with the team.
Top Skills: Adobe ProExcelMicrosoft OutlookMicrosoft SharepointMicrosoft WordSalesforce
Reposted 2 Days AgoSaved
In-Office
Blainville, QC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
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.
Reposted 7 Days AgoSaved
In-Office
Montréal, QC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
Financial Advisors build relationships, offer financial advice, and create tailored plans for clients while enjoying earning potential and career independence.
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