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YesterdaySaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
As a Rehabilitation Consultant, you will manage disability claims, provide rehabilitation services, assess needs, and collaborate with stakeholders to facilitate return-to-work outcomes. You will also create action plans and support clients in their recovery process.
Top Skills: Microsoft Office SuiteMs TeamsOutlookSharepoint
YesterdaySaved
In-Office
Montréal, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
The Wealth Sales Coordinator provides administrative support to the sales team, coordinates events, maintains CRM, and assists in business planning to enhance client relationships and sales initiatives.
Top Skills: Crm SystemsMS Office
2 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
The Advisor Trainee position prepares candidates for a financial advisory career by providing hands-on experience, coaching, and knowledge of financial products while focusing on relationship building with clients.
Top Skills: Digital ToolsFinancial Planning ToolsInsurance Products
Reposted 2 Days AgoSaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
This role involves analyzing business data for demand forecasting, building models, and providing insights to senior leaders to enhance operational decisions.
Top Skills: Aws SagemakerPower BIPythonSQLTableau
Reposted 2 Days AgoSaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
Partner with Wealth Sales Directors to generate sales through advisor channels via outbound calls and emails, CRM management, market insight, advisor support, and organizing calls/webcasts. Participate in meetings and sales workshops to grow Sun Life Global Investments products and build advisor relationships.
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Reposted 2 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
The Advisor Trainee will gain hands-on experience in financial advisory, receive personalized coaching, and build a foundation for a successful advisory career while working directly with clients.
Top Skills: Digital ToolsFinancial Advisory ServicesInsurance
Internship
Fintech • Payments • Financial Services
Assist clients by developing financial plans, gaining practical experience, and receiving personalized guidance. Engage in business development and learn about insurance and investment products in a supportive environment.
Top Skills: Business Development ToolsDigital Tools
2 Days AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Pricing Analyst prepares pricing quotes, analyzes financial feasibility, communicates strategies, and maintains pricing models for Defined Contribution pension plans.
Top Skills: ExcelPower PointWord
Reposted 3 Days AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Education Consultant delivers financial education and retirement planning support to group retirement plan members, enhancing their financial wellness and member experience through customized education sessions and consultations.
Top Skills: Microsoft Office SuiteTeamsZoom
4 Days AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Senior Proposal Content Specialist will oversee sales support, manage proposal creation, ensure consistency in communications, and collaborate with various teams to deliver high-quality sales materials for Group Retirement Services.
Top Skills: Adobe ProExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSharepoint
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