Top Tech Jobs & Startup Jobs in Montreal

Drive prospecting and grow the advisor base using consultative sales; support an assigned Vice President, Retail Sales; develop business plans; meet activity targets; maintain CRM records and detailed engagement notes; position alternative investment solutions; provide proactive client support and contribute to team planning.

Support territory sales by scheduling advisor meetings, maintaining CRM pipeline, coordinating events/webinars, assisting with sales administration, ensuring compliance, and contributing to advisor engagement and outreach.

Support territory sales by engaging financial advisors, maintaining CRM pipelines, coordinating events/webinars, ensuring compliance with GRC practices, and providing administrative and operational sales support to drive advisor outreach and territory performance.

Advise high-net-worth and institutional clients with discretionary investment strategies, build and maintain long-term relationships, conduct portfolio construction and monitoring, execute business development and referral strategies, collaborate with internal teams, stay current on markets and regulations, and ensure regulatory compliance and ethical standards.