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11 Hours AgoSaved
Remote
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Wealth Management Advisor, you develop relationships with clients, advise on financial strategies, and help them achieve their financial goals while managing satisfaction and service quality.
Top Skills: Financial AnalysisWealth Management Software
5 Days AgoSaved
Remote
Québec, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
As a Wealth Management Advisor, you develop and maintain relationships with affluent clients, providing tailored financial strategies and solutions. You focus on achieving sales objectives, understanding market trends, and representing the organization in client negotiations.
Reposted 5 Days AgoSaved
Remote
Québec, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Lead development and maintenance of strategic client relationships by prospecting, soliciting, advising, negotiating agreements, and delivering tailored solutions. Drive retention, profitability, and stakeholder satisfaction, analyze complex problems, represent the unit to senior leadership, and monitor industry trends to inform strategy.
6 Days AgoSaved
Remote
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a personal finance advisor, you develop relationships with clients, advise on financial strategies, recommend investment solutions, and ensure satisfaction while managing risks.
Top Skills: Financial ServicesInsuranceInvestment ProductsLoans
6 Days AgoSaved
Remote
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
The Personal Finance Advisor develops client relationships, advises on financial strategies, manages satisfaction, stays informed on industry trends, and collaborates for integrated solutions.
Top Skills: Compliance LegislationDebt ManagementFinancial Data IntegrationFinancial Product KnowledgeMutual Fund Management
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6 Days AgoSaved
Remote
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Personal Finance Advisor, you develop relationships with clients, advise on financial strategies, and manage client satisfaction while staying current with market trends.
Top Skills: Financial Management SoftwareMS Office
7 Days AgoSaved
In-Office or Remote
Québec, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
As a senior business advisor, you will develop and maintain relationships, sell products and services, and lead initiatives to boost organizational development and profitability. You will also advise clients and stakeholders while monitoring industry trends.
8 Days AgoSaved
Remote
Québec, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
Wealth Management Advisors develop relationships with clients, advise on financial strategies, manage client satisfaction, and promote digital solutions. They also participate in outreach and assess business development opportunities.
Top Skills: Digital SolutionsFinancial PlanningInvestment Strategies
9 Days AgoSaved
Remote
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Wealth Management Advisor, you develop client relationships, advise on financial strategies, and recommend investments, ensuring client satisfaction and adherence to best practices.
Top Skills: Computer Systems Used In Financial ServicesFinancial ProductsTelemedicine
12 Days AgoSaved
Remote
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Post Grant Analyst, you validate financing applications, ensure compliance with contracts, manage disbursement processes, and support documentation and training efforts.
Top Skills: Document Management SystemsMS Office
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