Top Tech Jobs & Startup Jobs in Montreal

Advise mass-affluent individuals, business owners and clients on financial planning, investments, insurance and tax strategies. Build and maintain relationships, identify business opportunities, prepare comprehensive plans, promote digital solutions, collaborate with specialists, perform transactions and conduct onsite business visits to support clients' financial goals.

Advise individual and business members on investments, loans and insurance; build and maintain client relationships; assess needs, recommend solutions, ensure compliance, monitor satisfaction, and represent the caisse in the community.

Lead development and maintenance of strategic client relationships by prospecting, soliciting, advising, negotiating agreements, and delivering tailored solutions. Drive retention, profitability, and stakeholder satisfaction, analyze complex problems, represent the unit to senior leadership, and monitor industry trends to inform strategy.