Top Tech Jobs & Startup Jobs in Montreal

The Financial Planning Specialist develops financial strategies and plans for clients, provides expertise on various financial planning aspects, and supports Investment Advisors in client relationships and market activities.

Engage Costco members at an on-site kiosk to identify needs, open chequing and savings accounts, promote digital banking, meet sales targets, process transactions, refer complex enquiries to banking centres, and work rotational shifts including weekends and holidays.

Build and grow a client portfolio through relationship management and needs-based financial advice (banking, investments, lending, estate and retirement planning). Act as single point of contact, generate new business via networking and community outreach, meet performance targets, and work flexible branch hours including evenings and weekends.

As an Investment Specialist, you will engage with clients, provide personalized investment advice, and participate in business development within the banking community.

Provide personalized investment advice and planning to clients, build relationships and generate leads through business development and community outreach, collaborate with banking centre teams, and meet certification requirements while working in a bilingual, hybrid role.

As a Financial Advisor at CIBC, you will manage client relationships, provide tailored financial advice, and contribute to business development while participating in community engagement activities.

As a Mobile Financial Services Representative, you'll engage with clients at Costco to understand their financial needs, promote banking products, and offer exceptional customer service. You'll also leverage technology to introduce clients to digital banking options while meeting sales targets in a self-managed environment.

As a Mobile Financial Services Representative, you'll engage with Costco members to identify financial needs, provide product information, and deliver exceptional client service while meeting sales targets in a fast-paced environment.

Build and manage relationships with personal and business banking clients, understand their financial goals, recommend tailored solutions across cash management, credit, investments, and wealth protection, and support digital banking adoption. Conduct outreach and marketing activities, grow client networks, achieve sales results, and connect clients with appropriate banking partners. The role is full-time onsite and may require work across multiple nearby banking centres, including evenings and weekends.

Build and grow client investment portfolios through relationship management, investment advice, prospecting, business development, and client service. Develop investment plans and proposals, analyze client information and market trends, recommend suitable financial products based on risk tolerances, address investment questions, and participate in client and prospect seminars. The role requires bilingual French and English communication and current Canadian investment regulatory accreditation.