Financial Services Consultant, Client Relationship

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Job Description : At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant- Wealth, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team, you will support Sun Life clients with their...

**Job Summary** Vendre les produits et services bancaires, nouveaux et existants, pour augmenter et conserver les revenus pour les comptes commerciaux attribués. S’appuyer sur son expérience et un ensemble éprouvé de pratiques, de connaissances et d’aptitudes pour réaliser différentes affectations. **Relationship Manager, Commercial Financial...

**Description: - Base + Comm- This position oversees the pro-active client experience for large complex and strategic Group Retirement Services customers in the National Account Space. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer...

The Client Success Relationship Manager serves as an advocate of ADP's Global HCM Solution and Service capabilities, while driving ADP's message as a world leader in the HCM industry into the client base. The role supports ADP Canada's Comprehensive Services - Majors level clients. Key areas of focus include the development / ongoing management of strong,...

**we offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals, families and communities around the world. The Retirement Consultant team takes pride in...

6455 rue Jean Talon Est, #101 Montreal Quebec,H1S 3E8 Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies,...

Si c’est le cas, Momentum Financial Services Group souhaite que vous vous joigniez à notre équipe. En tant que représentant des services financières, vous aurez un impact positif sur les gens qui vivent dans votre communauté en faisant la promotion de nos produits et services financiers afin d’aider nos clients à atteindre leurs objectifs...

**Job Summary** **What is the opportunity?** As a Client Relationship Specialist, you will be a key contact for account management assisting with complex contractual plan changes. You will identify cross-selling opportunities by providing superior service in assisting producers and group plan administrators by resolving problems and proactively...

OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are...

**Job Summary** **Place Ville Marie, West of Montreal, West Island of Montreal ** **What is the opportunity?** Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

Date Posted: 2024-02-22 Country: Canada **Location**: LOC13039 1535 Gladstone Street,Montreal,Quebec,H4E 1C5,Canada Otis Elevator Company est à la recherche d'une personne très motivée pour combler un poste de direction des relations avec la clientèle. Cette personne sera responsable de la gestion des comptes pour tous les clients dans la zone...

Engagement Manager, Management Consulting Montreal, QC, CA Consulting Montreal, QC, Canada   With more than 65 years of business and technical expertise in mining , energy , and infrastructure , our 10,000 colleagues in 150 countries tirelessly work toward bettering the industries in which we operate. The Hatch Advisory practice provides...

As a Relationship Manager, Financial Institutions Group (FIG) at National Bank of Canada, you will facilitate relations with global correspondent banks to cultivate and sustain business relationships aimed at facilitating payment streams and bolstering bank revenues. This position allows you to have a positive impact on the organization through your ability...