Top Tech Jobs & Startup Jobs in Montreal

The Financial Planning Specialist prepares financial plans, provides specialized advice, keeps up-to-date with financial trends, and supports sales activities to assist Investment Advisors and clients.

Responsible for quarterly invoicing, client support in Asset Management, and various operational tasks for financial products and services.

As a Financial Services Representative, you'll engage with clients to achieve their financial goals, provide tailored solutions, build relationships, and leverage technology to enhance banking experiences.

As a Client Engagement Representative, you'll assist clients with their banking needs, engage in meaningful conversations, and connect them with appropriate resources. You'll leverage technology to improve client experiences and problem-solve effectively.

Oversee the Regional Approval Center team responsible for manual underwriting and lending products. Ensure compliance, quality assurance, and lead staff effectively to achieve business objectives.

As a Financial Services Associate, you will support Financial Advisors in assisting clients with their financial goals. Responsibilities include engaging with clients, problem solving, and improving organizational efficiency. Strong client relationships and proactive identification of business opportunities are key to success in this role.

Provide leadership in enhancing CIBC's control environment, managing complex audits in banking and finance sectors, and collaborating with teams.