Top Tech Jobs & Startup Jobs in Montreal

Advise affluent individuals and businesses on financing, loans and insurance; build and maintain client relationships; assess credit and authorize financing per rules; design integrated financial strategies with partners; ensure compliance and balance client satisfaction with risk and profitability.

The role involves developing business relationships, prospecting clients, promoting financial offers, and maintaining community presence in the mortgage sales sector.

As a personal finance advisor, you develop relationships with clients, offer financial advice, manage client satisfaction, and stay updated on industry trends.

As a Credit Risk Advisor, you assist clients with credit management strategies, analyze data, develop solutions, and coordinate with stakeholders to address credit risks and optimize policies.

Advise and build lasting relationships with individual and business clients, recommend investments, loans and insurance, design integrated financial strategies, monitor client satisfaction, stay current on market and regulatory changes, and represent the caisse in community outreach.

As a Wealth Management Advisor, you build relationships with clients, offer financial advice, recommend strategies, and ensure client satisfaction while managing business goals.

The Senior Advisor, Operational Risks leads efforts in preventing and analyzing fraudulent transactions, develops compliance guidelines, and manages strategic projects while collaborating with stakeholders. Responsibilities include advising clients, updating policies, and representing management in negotiations.

Serve as the client voice and product subject-matter expert, owning product backlogs, advising stakeholders, coaching product owners, and ensuring strategic projects deliver expected benefits across business sectors.

Interns will engage in various roles such as operations analysis, quality assurance, project management, and development, contributing to IT solutions and processes.

Provide training needs analysis, design and deliver learning interventions, coach and mentor staff, analyze data, prepare recommendations and action plans, and coordinate stakeholders to implement skills development programs.