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Top Tech Jobs & Startup Jobs in Montreal
Fintech • Payments • Financial Services
As a Financial Services Consultant, you will support clients with investment and protection guidance, focusing on their financial needs. You will proactively contact clients to discuss their savings and retirement options, helping them align with their risk tolerance while hitting sales targets.
Top Skills:
Financial ServicesInvestment Guidance
Fintech • Payments • Financial Services
Participate in a rotational actuarial program performing product design, valuation, ALM, capital and risk tasks. Support predictive modelling and data analytics, collaborate with cross-functional teams, and pursue FSA/FCIA with exam support. Deliver analytical solutions, communicate findings to technical and non-technical audiences, and contribute to process and product improvements.
Top Skills:
AxisExcelPowerPointWord
Fintech • Payments • Financial Services
Participate in a rotational actuarial associate program: perform product design, valuation, ALM, capital and risk management work; support data analytics and predictive modelling; collaborate across teams; pursue FSA/FCIA designation with study/exam support; and contribute to actuarial initiatives and client-focused solutions.
Top Skills:
AxisExcelPowerPointWord
Fintech • Payments • Financial Services
Lead and execute strategic projects for Sun Life Canada by conducting quantitative and qualitative analysis, building financial models and valuations, developing recommendations, engaging executive stakeholders, preparing presentations, and collaborating across business units to drive strategy and transformation.
Top Skills:
ExcelFinancial ModellingMS OfficePowerPointWord
Reposted 5 Days AgoSaved
Fintech • Payments • Financial Services
As a Financial Services Consultant, you'll support clients in wealth management, conduct portfolio reviews, assist with retirement planning, and build strong client relationships while meeting sales targets.
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Fintech • Payments • Financial Services
Manage annuitant records and plan reconciliations, respond to internal and client inquiries, resolve escalated issues, handle high-volume data using Excel, and deliver superior customer service for pension payout annuities.
Top Skills:
ExcelPivottablesVlookup
Fintech • Payments • Financial Services
Manage the administration of defined benefit pension plans, providing subject matter expertise, ensuring compliance with legislation, and supporting continuous process improvement.
Top Skills:
Excel
Fintech • Payments • Financial Services
Financial Advisors build relationships, offer financial advice, and create tailored plans for clients while enjoying earning potential and career independence.
Fintech • Payments • Financial Services
Support Group Benefits reinsurance operations by interpreting treaties, processing complex reinsurance settlements, maintaining controls, reconciling accounts, preparing monthly/quarterly/annual financial reports, and assisting with accounting models, documentation and stakeholder communication.
Top Skills:
Excel,Oracle,Sap,Hyperion,Cdb,Chess,Oasis,Genesis,Datamart
Fintech • Payments • Financial Services
Provide high-quality client service and support to top-tier financial advisors for SLGI investment products. Build relationships, handle inbound/outbound inquiries, resolve escalations, meet KPIs, coach team members, assist operations administrators, and drive continuous improvement focused on exceptional advisor and client experience.
Top Skills:
ExcelMS Office
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