Top Tech Jobs & Startup Jobs in Montreal

The personal finance advisor builds client relationships, advises on financial strategies, manages satisfaction, and promotes appropriate financial products while staying updated on industry trends.

As an investment assistant, you support advisors with administrative tasks in securities account management, track client transactions, handle inquiries, and manage calendars, ensuring client satisfaction and compliance with standards.

Develop and maintain client relationships, advise on financial strategies, prepare financial plans, and identify business opportunities while ensuring client satisfaction and service quality.

As a Personal Finance Advisor, you'll develop relationships, provide financial advice, recommend products, and ensure client satisfaction. You'll also stay informed on industry trends and engage in community outreach.

As an advisor in investment and financing, you will assist clients with financial health, develop strategies for investment and financing, manage business relationships, and stay updated on the industry.