Top Tech Jobs & Startup Jobs in Montreal

The Senior Financial Planning Advisor develops and maintains client relationships, providing tailored services to enhance organizational profitability and client satisfaction. This role involves leading strategic initiatives, analyzing complex problems, and advising on business opportunities and retention strategies.

Advise stakeholders on planning, developing and monitoring strategic projects by extracting data, producing reports and KPIs, administering information systems, and improving management systems. Lead complex development initiatives, ensure IT quality assurance and information security, coach teams, and provide expert recommendations to decision-making bodies and external partners.

Lead and advise on operational risk, fraud prevention, compliance, internal controls, crisis management and information/property security. Develop policies, standards and strategic initiatives; analyze issues; represent the unit to decision-making bodies and external partners; coordinate stakeholders and coach teams.

Advise individual and business members on investments, loans and insurance; build and maintain client relationships; assess needs, recommend solutions, ensure compliance, track satisfaction, and participate in community outreach.

Manage and preserve business relationships with key and struggling clients, analyze accounts, develop turnaround or collections strategies, negotiate terms and agreements, recommend products and services to meet client needs, and drive sales and business development objectives while balancing profitability, client satisfaction, and risk.

Advise and build relationships with individual and business clients, recommend investments, loans and insurance, assess client needs and satisfaction, ensure compliance with regulatory and internal policies, collaborate with partners to design integrated financial strategies, and participate in community outreach.

Collect, process, analyze and interpret data from multiple sources to support business decisions. Build complex reports using database systems, perform descriptive and diagnostic analyses, identify process improvements, advise clients on data management tools, and coordinate across sectors to operationalize analytics solutions aligned with organizational priorities.

Lead analysis and development of business strategies for large-scale initiatives: define objectives, assess costs/benefits/risks, model processes, elicit and trace requirements, support testing and rollout, and design change-management activities while coordinating stakeholders across sectors.

As a Senior Advisor, you design and coordinate compliance frameworks, lead strategic initiatives, advise stakeholders, and develop policies for legal compliance.

Advise individual and business clients on investments, loans and insurance; build and maintain trusting relationships; assess needs, recommend integrated financial strategies, monitor satisfaction, and represent the caisse in community outreach.