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3 Days AgoSaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
As an Associate Financial Advisor, you will engage clients, recommend financial solutions, and manage a mortgage portfolio, focusing on relationship building and business development.
Top Skills: Canadian Securities CourseDigital LiteracyInvestment Funds In CanadaMutual Funds License
3 Days AgoSaved
In-Office
Montréal, QC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a Mobile Mortgage Advisor, you'll provide mortgage advice to clients, help them achieve home ownership, engage with clients, and develop business opportunities.
Top Skills: MS Office
4 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Senior Financial Advisor, you'll manage client portfolios, provide personalized financial advice, facilitate business development, and enhance community engagement through relationships and outreach.
Reposted 4 Days AgoSaved
In-Office
Montréal, QC, CAN
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Lead the cash management team, drive portfolio growth, manage client relationships, and develop innovative cash management solutions while ensuring operational efficiency.
Top Skills: BloombergMS Office
6 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
Lead the development and execution of product positioning strategies for CAM's investment products, collaborating across teams to enhance market presence and competitive advantage.
Top Skills: Data AnalysisFinancial MarketsInvestment ProductsMarket ResearchProduct MarketingProject Management
6 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Financial Services Representative, engage with clients to understand their financial goals, provide tailored solutions, and foster relationships while leveraging technology.
Top Skills: Mobile Banking Applications
Reposted 9 Days AgoSaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
The Mortgage Solutions Advisor will enhance client portfolios by handling inbound and outbound mortgage sales inquiries, achieving targets, and maintaining client satisfaction. Duties include client service, relationship building, and staying updated on mortgage products.
20 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Financial Advisor, you'll manage a client portfolio and provide tailored financial advice across banking, investments, lending, and estate planning while participating in community outreach activities.
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