Top Tech Jobs & Startup Jobs in Montreal

Advise and build trusting relationships with individual and business members, recommend investments, loans and insurance, design integrated financial strategies, monitor satisfaction and service quality, collaborate with partners, participate in outreach, and stay current on industry trends to balance client needs with business objectives and prudent risk management.

The Advisor, Securities supports prospecting, soliciting, and maintaining business relationships, focusing on selling securities products and ensuring client satisfaction. Responsibilities include administrative assistance, operational issue resolution, and recruitment of staff.

Advise affluent individuals and businesses on financing, loans and insurance; build and maintain client relationships; authorize credit within rules; design integrated financial strategies with partners; ensure compliance and risk management; participate in outreach and represent the caisse.

Lead and coordinate the legal and regulatory compliance framework, advise senior management, develop policies and programs, lead complex cross-sector initiatives, represent and negotiate agreements, provide compliance training, and monitor organizational adherence to standards.

Plan, monitor and report on project scopes, budgets and timelines. Support project/agile leaders with risk, issue and document management, resource capacity recommendations, milestone tracking, and PMO process implementation to ensure projects meet objectives.

Temporary 12-month role analyzing risk and supervision, developing methods, tools and processes, preparing reports and recommendations, proposing action plans, and providing discipline-specific support to stakeholders to inform management decision-making.

Handle high-complexity property and medium-complexity accident benefit and bodily injury claims: investigate, assess damage, analyze documentation, determine eligibility, negotiate settlements, approve claims, and liaise with members, clients and third parties to resolve and enter agreements.

Handle medium-complexity property claims and low-complexity accident benefit/bodily injury claims: investigate, assess damage, analyze documentation, determine eligibility, negotiate settlements, and approve claims while maintaining client relationships and meeting service standards.

As a Securities Advisor, you develop and maintain relationships with clients, sell securities products, analyze client needs, and promote services. You focus on client satisfaction and profitability while monitoring industry trends.

Serve as the client voice and product owner for strategic, complex projects. Maintain product backlogs, advise stakeholders, oversee policies and programs, coach other product owners, and represent the unit in senior-level decision forums and external negotiations.