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Reposted 4 Days AgoSaved
In-Office
Laval, QC, CAN
Mid level
Mid level
Financial Services
The Treasury and Payment Specialist provides cash management advice, develops business, analyzes performance data, and maintains client relationships while meeting cash management objectives.
Top Skills: Business InvestmentCash Management ProductsCommercial BankingLending ProductsPersonal Banking
Reposted 4 Days AgoSaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Financial Services
The Trust Officer provides high-quality service to Trust & Estate clients, ensuring compliance and effective relationship management. They analyze documents, manage accounts, support strategic initiatives, and ensure timely, accurate service delivery while developing client trust and maintaining strong team collaborations.
Reposted 4 Days AgoSaved
In-Office
Laval, QC, CAN
Junior
Junior
Financial Services
The Mortgage Specialist Associate supports mortgage business by managing relationships, coordinating applications, and providing marketing and administrative assistance. They analyze data, ensure compliance, and deliver exceptional customer service to drive sales results.
Reposted 5 Days AgoSaved
In-Office
Laval, QC, CAN
Junior
Junior
Financial Services
The Mortgage Specialist Associate builds relationships to increase mortgage business, manages credit applications, and provides marketing support, ensuring compliance and excellent customer service.
Reposted 5 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Financial Services
Support investment advisors and branch operations with administration, client service, marketing activities, and maintaining compliance and confidentiality in client relationships.
Top Skills: Financial Planning SoftwareInvestment Applications
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Reposted 5 Days AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Financial Services
The Investment Associate manages client relationships, offers customized investment advice, prepares financial plans, and collaborates with advisors for client growth. They support business development and ensure compliance while providing exceptional service.
Top Skills: Canadian Securities CourseConduct And Practices HandbookFinancial Planning DesignationWealth Management Essentials
Reposted 5 Days AgoSaved
In-Office
Montréal, QC, CAN
Expert/Leader
Expert/Leader
Financial Services
The Regional Vice President leads retail sales activities, develops market strategies, builds interdependent teams, manages client relationships, and analyzes competitive opportunities to maximize business results.
Reposted 4 Days AgoSaved
Remote
QC, CAN
Mid level
Mid level
Financial Services
As a Mortgage Specialist, you will build relationships, manage mortgage applications, identify sales opportunities, and provide exceptional customer service to aid clients in securing home financing.
Reposted 4 Days AgoSaved
Remote
10 Locations
Junior
Junior
Financial Services
The Bilingual Investment Specialist provides investment advice and customer support for mutual funds via a remote contact center, focusing on building relationships and meeting customer needs.
Reposted 4 Days AgoSaved
Remote
10 Locations
Mid level
Mid level
Financial Services
As a Bilingual Mutual Funds Representative, engage with customers in English and French to provide wealth and investment advice, meet sales targets, and ensure compliance with regulatory requirements.
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