Top Tech Jobs & Startup Jobs in Montreal

Manage and grow a portfolio through relationship-driven financial advice, comprehensive planning, and client service. Proactively develop new business via networking and community outreach, leveraging CIBC credit and investment solutions to meet client goals and increase referrals.

Manage and grow a complex personal and business client portfolio through relationship management, comprehensive financial planning (investments, retirement, estate), and exceptional service. Mentor advisors, develop local sales plans, convert leads, and deliver fiduciary investment advice while working on-site across multiple banking centres and flexible hours.

Build and grow a client portfolio through relationship management and tailored financial advice across banking, investments, lending and estate planning. Drive business development by generating leads and referrals, participate in community events to raise brand awareness, and work onsite full-time with flexible hours across multiple banking centres.

Provide personalized investment advice and planning to clients, build relationships and generate leads through business development and community outreach, collaborate with banking centre teams, and meet certification requirements while working in a bilingual, hybrid role.

Build and grow a client portfolio through relationship management, financial advice, and exceptional service. Provide needs-based solutions across banking, investments, lending and estate planning. Drive business development, cultivate referrals, attend community events, and work flexible banking centre hours on-site full-time.

The Financial Planning Specialist develops financial strategies and plans for clients, provides expertise on various financial planning aspects, and supports Investment Advisors in client relationships and market activities.

Work on-site in a branch to build client relationships, advise on cash management, credit and investments, recommend tailored financial products, promote digital/mobile banking, meet sales goals, and support community outreach. Flexible hours, may work across nearby centres.

As an Investment Specialist, you will engage with clients, provide personalized investment advice, and participate in business development within the banking community.

Engage Costco members at an on-site kiosk to identify needs, open chequing and savings accounts, promote digital banking, meet sales targets, process transactions, refer complex enquiries to banking centres, and work rotational shifts including weekends and holidays.

Serve clients at a banking centre by building relationships, assessing financial goals, recommending banking, credit, investment and protection solutions, promoting digital tools, and supporting outreach and sales activities. Work on-site full-time, flexible to evenings/weekends and across nearby branches to meet targets and deliver excellent client service.