Top Tech Jobs & Startup Jobs in Montreal

Perform risk-based investigations of individual and legal-entity clients, determine and prepare Suspicious Transaction Reports (STRs) to FINTRAC, maintain investigative records, advise stakeholders, support Compliance leadership, respond to regulatory and audit inquiries, and contribute to process and procedure improvements.

Assist Investment Advisors with client transactions, maintain account lists, compile reports, and support existing clients with administrative tasks.

The Financial Planner is responsible for preparing wealth plans aimed at meeting client needs in various financial aspects, delivering presentations, and maintaining client relationships.

The Senior Specialist, Options and Futures is responsible for the accurate reconciliation and administration of options and futures trades, managing collateral and margin settlements, and communicating with traders and support staff.

The Executive Assistant & Roadshow Coordinator will provide administrative support, manage schedules, plan roadshows, and liaise with clients. Strong organizational skills and fluency in French are required.