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4 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Fintech • Software • Financial Services
The Business Development Associate will support sales through advisor engagement, coordination of events, and maintaining CRM data, while learning in a dynamic environment.
Top Skills: Microsoft Office SuiteSalesforce
4 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Fintech • Software • Financial Services
The Associate will support sales strategies and engage advisors, contribute to pipeline generation, coordinate events, and maintain CRM data accurately.
Top Skills: MS OfficeSalesforce
4 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Fintech • Software • Financial Services
The Business Development Manager will support investment fund sales, build relationships with financial advisors, and promote alternative investment strategies. Responsibilities include prospecting, collaborating with wholesalers, and maintaining CRM records.
Top Skills: MS OfficeSalesforce
4 Days AgoSaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Fintech • Software • Financial Services
The Bilingual Portfolio Strategist will lead portfolio consultations, build relationships with clients, and provide expertise in portfolio construction and risk management, focusing on clients in Quebec and nationwide.
Top Skills: Quantitative FinanceRisk Management
4 Days AgoSaved
In-Office
Montréal, QC, CAN
Junior
Junior
Fintech • Software • Financial Services
The role involves actively prospecting financial advisors, supporting sales, building relationships, meeting sales targets, and providing excellent service to clients.
Top Skills: MS OfficeSalesforce
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