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Reposted 18 Days AgoSaved
In-Office
Montréal, QC, CAN
Mid level
Mid level
Financial Services
The Financial Planner provides financial advice, develops investment strategies, engages clients, and meets sales targets while ensuring compliance with regulations.
Top Skills: Financial PlanningInvestment ProductsMutual FundsRetirement Savings Plans
Reposted 25 Days AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Financial Services
Provides specialized wealth and tax planning for HNW/UHNW clients, collaborating with other professionals to create comprehensive financial solutions.
Top Skills: Client Relationship ManagementFinancial PlanningTaxationWealth Management
2 Days AgoSaved
Remote
2 Locations
Mid level
Mid level
Financial Services
The Resolution Specialist will evaluate delinquent accounts, provide strategic payment advice, and deliver exceptional customer service while managing complex customer interactions and supporting collections processes.
2 Days AgoSaved
In-Office or Remote
3 Locations
Senior level
Senior level
Financial Services
The Account Manager will manage business partner relationships, align technology with business strategy, oversee IT planning services, and support enterprise projects.
Top Skills: AgileConfluenceJIRAMicrosoft Business TechnologiesRelational DatabasesSharepointWaterfall
Reposted 2 Days AgoSaved
Remote
10 Locations
Mid level
Mid level
Financial Services
The role involves providing sales and service for mortgage renewals and related financial products, advising customers, training junior associates, and managing customer inquiries with a focus on compliance and regulatory standards.
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5 Days AgoSaved
Remote
2 Locations
Junior
Junior
Financial Services
The Associate in Corporate Cards Support provides sales and service for corporate cards, advising clients, managing inquiries, and ensuring compliance with regulations while maintaining customer confidentiality.
Reposted 6 Days AgoSaved
Remote
11 Locations
Junior
Junior
Financial Services
The Investment Specialist advises customers on wealth and investment strategies, provides sales and service, and fulfills customer requests for BMO InvestorLine.
6 Days AgoSaved
Remote
2 Locations
Senior level
Senior level
Financial Services
The Talent Sourcing & Intelligence Partner manages relationships, leveraging data for recruitment strategies, influencing business goals, and executing talent acquisition initiatives.
8 Days AgoSaved
Remote
2 Locations
Mid level
Mid level
Financial Services
The Account Specialist in Insolvency manages delinquent accounts, provides customer service, executes loss mitigation strategies, and develops customer relationships to maximize collections and resolutions.
12 Days AgoSaved
Remote
3 Locations
Mid level
Mid level
Financial Services
The Investment Specialist provides wealth and investment sales and service to customers, advising on strategies and fulfilling sales activities. They stay updated on market trends and ensure compliance with regulations.
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