Client Advisor Jobs in Montreal, QC

Lead the charge in building robust client relationships and delivering tailored wealth management solutions while driving growth and fostering a dynamic teamwork environment for high net worth clients...

Join a transformative team guiding a shift to cloud-enabled practices. You'll lead the vision and roadmap for People & Culture, ensuring teams adopt new skills and practices through effective communic...

Lead the charge in driving impactful change management initiatives across the organization. Collaborate with teams to implement best practices, provide insights, and engage stakeholders to enhance ope...

Transform operational processes by providing guidance, support, and improvements for investment platforms. Collaborate with stakeholders to enhance efficiency and ensure seamless integration of busine...

Champion financial planning excellence by reviewing and coaching Wealth Professionals on strategies, ensuring quality and compliance while enhancing client experiences and operational effectiveness in...

Champion operational excellence by leading a pan-Canadian team in individual insurance contract administration, ensuring efficiency, compliance, and exceptional client experiences while driving contin...

Inspire innovation as you collaborate with Account Managers to design AI-driven solutions, showcasing the transformative power of technology in customer service. Drive success through hands-on demos a...

Champion the growth of a mass affluent clientele by delivering tailored financial planning solutions, fostering strong client relationships, and achieving performance targets through expert advice and...

Join a dynamic team to design and implement investment fund structures, managing client relationships and collaborating across departments to ensure compliance and excellence in fund documentation and...

Empower small businesses by building lasting relationships and delivering exceptional service. Drive growth through networking and collaboration, while providing tailored advice to meet client needs i...

Champion M&A project management by leading financial transactions, ensuring strategic alignment, and driving execution across multidisciplinary teams to meet deadlines and objectives effectively...

Join a team that's driving growth in fintech by converting leads into lasting client relationships. Leverage your sales expertise to promote innovative point-of-sale solutions and enhance merchant exp...

Join a team that's dedicated to optimizing vendor relationships and governance. You'll manage complex agreements, collaborate with cross-functional teams, and drive strategic vendor performance initia...

Join a team that's dedicated to delivering innovative wealth planning solutions. Collaborate with wealth professionals to provide expert financial planning support, ensuring clients' needs are met thr...

Shape the future of operational efficiency by leading complex projects and initiatives. Utilize your expertise to enhance business processes, advise stakeholders, and drive strategic development while...

Innovate with us to lead complex strategic initiatives, serving as a subject matter expert. Collaborate with stakeholders to design and implement innovative solutions that address organizational chall...

Lead complex strategic initiatives, collaborate with stakeholders, and implement innovative solutions that align with organizational priorities. Utilize expertise to influence large-scale projects and...

Join a team that's transforming Capital Markets operations through innovative process optimization and change management. Leverage your expertise to enhance efficiency and drive strategic initiatives...

Partner with us to protect and enhance our legal interests through compliance, detailed analysis, and adept negotiation, while supporting diverse teams in procurement and technology across multiple in...

Unlock potential by leading client technical solutions, bridging actuarial modelling, quantitative analytics, and technology for optimal outcomes. Collaborate with cross-functional teams to drive impa...

Join a team that's dedicated to ensuring ethical practices and compliance. You will provide strategic legal advice, manage conflicts of interest, and lead training initiatives to foster a culture of i...

Analyze complex data to develop insightful reports, support client needs, and provide technical guidance to analysts. Collaborate with senior management to enhance decision-making and drive business g...

Champion the administration of insolvency estates by providing expert guidance, ensuring compliance with regulations, and mentoring teams. Collaborate across functions to resolve complex issues while...

Unlock potential by overseeing complex claims, providing expert guidance, and driving innovative solutions in a dynamic environment. Collaborate with diverse teams to enhance claim handling and foster...

Lead a specialized analytics team to enhance business intelligence, driving impactful strategies and governance. Collaborate with senior leaders to maximize analytics investments and foster innovation...