Top Tech Jobs & Startup Jobs in Montreal

Develop and manage relationships with mass-affluent clients, provide personalized 360° wealth management strategies, prospect for new clients, meet sales objectives, monitor market trends, coordinate with specialists, ensure compliance, and mentor team members.

Design and deploy predictive models and segmentations using statistical and ML/AI methods. Prepare, clean, and feature-engineer data from warehouses, develop and operationalize models, create visualizations and presentations, document rules, and advise stakeholders to inform business decisions and improve data management tools.

Serve, prospect, and develop client relationships to sell securities products (discretionary management, mutual funds, ETFs, structured products). Analyze client needs, prepare recommendations and reports, oversee portfolios, monitor industry trends, liaise with external fund providers, negotiate agreements, and balance sales objectives with risk management and client satisfaction.

As a Personal Financial Advisor, you will support clients with financing, savings, and insurance needs, providing tailored advice and managing client relationships.

As a Personal Financial Advisor, you will support members with financing, savings, and insurance needs, build relationships, advise on financial strategies, and stay informed on market trends.

Serve as an expert administrative advisor leading complex strategic, cross-sector initiatives. Provide subject-matter expertise to senior management, design and implement solutions, coordinate stakeholders, negotiate with external partners, and develop oversight for implementation of innovative organizational strategies.

As a Wealth Management Advisor, you will assist clients with their financing and investment needs, develop personalized wealth strategies, and manage business relationships.

As a Wealth Management Assistant, you support client relations, sell securities products, handle compliance, and supervise administrative tasks in a branch.

The Wealth Management Advisor will assist members with financing, investment needs, estate planning, and develop personalized wealth strategies while providing exceptional service and managing business relationships.

This internship involves data analytics, advanced analytics, machine learning operations, and data governance, supporting strategic decisions and AI methodologies.