Client Advisor Jobs in Montreal, QC

Drive your career by establishing relationships with high-net-worth clients, providing tailored wealth management solutions while collaborating with a network of partners to build an impactful portfol...

Engage in complex financial transactions, providing advisory expertise in accounting standards and processes. Collaborate across teams to deliver tailored solutions, enhance client readiness for futur...

Advance your career by leading compliance initiatives and strategic projects. This role requires extensive knowledge and interpersonal skills to influence and collaborate with diverse stakeholders whi...

Empower clients through expert investment consulting. Lead diverse strategies, engage with stakeholders, and leverage client relationships to achieve investment objectives with precision and excellenc...

Unlock potential by developing strong client relationships and acquiring wills and powers of attorney, while providing expert guidance on estate planning and ensuring compliance with legal standards f...

Provide expert product guidance to customers, enhancing their success through training and consultations. Collaborate with teams to ensure optimal platform utilization and support customer health init...

Drive success by building relationships and pursuing new business opportunities. Leverage a consultative sales approach to secure clients for comprehensive HR solutions, targeting companies with 5-99...

Contribute to efficient monitoring processes while safeguarding investor interests. Join a collaborative team that drives risk management practices and enhances industry standards through expert analy...

Unlock your potential as a bilingual financial advisor, guiding clients through tailored investment strategies while driving business growth and enhancing client relationships in a dynamic wealth mana...

Shape the future of compliance by executing regulatory adherence programs, monitoring controls, and enhancing client documentation processes while collaborating with stakeholders to meet industry stan...

Lead the charge in developing and executing strategic business initiatives, identifying opportunities for improvement, and advising key stakeholders on complex issues to drive organizational success a...

Partner with us to drive sales efforts and provide tailored investment solutions for high-net-worth Canadian families, leveraging qualified leads and your expertise in financial advisory to enhance cl...

Innovate growth strategies and enhance retention initiatives across distribution networks, collaborating with cross-functional teams to drive commercial performance while ensuring a seamless advisor a...

Join a team that's dedicated to enhancing Salesforce solutions through functional development, collaboration, and strategic configuration to drive business success and user satisfaction across various...

Partner with us to drive growth and retention strategies, enhance advisor experiences, and optimize distribution networks through effective collaboration and innovative initiatives that align with com...

Pioneer a transformative approach to financial planning, managing a diverse portfolio of clients while delivering expert advice and services that foster ongoing relationships and empower them to achie...

Lead the charge in ensuring operational success through effective coordination and relationship management, driving seamless communication between teams and clients while fostering a high-quality cust...

Shape the future of finance by analyzing business needs and translating them into effective solutions. Collaborate with stakeholders to ensure quality and clear documentation, driving improvements in...

Engage as a Senior Database Administrator to enhance Finance System performance and security. Oversee SQL Server databases, ensuring data integrity while collaborating with cross-functional teams in a...

Discover the opportunity to drive finance optimization through expert cost accounting and inventory management solutions, enhancing operational efficiency and delivering exceptional value to clients b...

Pioneer innovative IT support strategies and lead impactful projects that enhance organizational efficiency. Collaborate across departments to advise on complex initiatives and ensure seamless IT oper...

Unlock potential by leading strategic IT initiatives that shape organizational efficiency, driving project execution, and fostering collaboration across diverse sectors while providing expert advice t...

Unlock potential by leading strategic initiatives to enhance client relationships and drive profitability in the life and health insurance sectors while offering expert guidance and personalized solut...

Unlock growth by building strong relationships with Financial Advisors, driving sales through strategic outreach and collaboration while ensuring compliance and leveraging technology to enhance servic...

Lead specialized communications projects and initiatives that impact the organization. Drive policy development and represent the unit in strategic discussions, while enhancing brand image through eff...