Top Tech Jobs & Startup Jobs in Montreal

Manage and grow relationships with major commercial clients by identifying needs, proposing tailored financial solutions, negotiating terms, managing credit risk, and promoting products and services. Drive business development, ensure portfolio profitability and compliance with policies, participate in promotional and community activities, and provide leadership and expertise within the centre.

Lead and advise cross-sector strategic projects from planning through execution. Analyze feasibility, define milestones, coordinate teams, develop policies and action plans, represent unit to senior management, negotiate external agreements, and provide subject-matter expertise and coaching for complex, innovative initiatives to meet objectives on time and on budget.

Produce national rate indications for commercial auto and property & liability; review and improve rate-indication processes; develop and recommend rate-adjustment strategies; socialize profitability outlooks with stakeholders; and support project planning, development, execution, and coordination.

Advise and build lasting relationships with affluent individuals and businesses, recommend loans and insurance, authorize credit within policy, design integrated financing strategies, ensure compliance, monitor client satisfaction, and represent the caisse in community outreach.

The Advisor will attend to investment and financing needs of members, provide personalized financial solutions, and manage client relationships while staying updated on industry trends.

As an advisor, you will address members' financial needs, develop investment strategies, and ensure high customer satisfaction in financial services.

Provide financial advice to clients, manage business relationships, and help clients achieve their financial goals. Stay updated on market trends and improve service quality.

Manage relationships with medium-sized real estate or commercial clients, offer tailored financing solutions, drive business development, collaborate with experts on major projects, and stay current on financing trends.

Provide personalized financial advice to individual and business clients, build and maintain trusting relationships, recommend investments, loans and insurance, and design integrated strategies with partners. Monitor client satisfaction, stay current on market and regulatory developments, and represent the organization in outreach activities.

Advise individual and business clients on investments, loans and insurance; build and maintain client relationships; assess satisfaction; develop integrated financial strategies; represent the institution in the community and stay current on industry trends.