Financial Services Relationship Manager
3 weeks ago
PIMCO is a global leader in active fixed income, with a strong reputation for delivering innovative solutions to investors. With a long history of navigating complex debt markets, we have established ourselves as one of the world's largest providers of traditional and non-traditional fixed income solutions.
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Financial Services Relationship Manager
3 weeks ago
Montreal, Quebec, Canada Desjardins Full timeJob OverviewThis role is a great opportunity to build lasting relationships with clients and help them achieve their financial goals. As a Financial Services Relationship Manager, you will work closely with clients to understand their needs and provide personalized advice on investments, loans, and insurance products.About the JobWe are looking for an...
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High-Performance Client Relationship Manager
3 weeks ago
Montreal, Quebec, Canada MD Financial Management Full timeJob SummaryWe are seeking a highly skilled and experienced High-Performance Client Relationship Manager to join our team at MD Financial Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences, deepening relationships, and driving business growth.
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Financial Services Professional
3 weeks ago
Montreal, Quebec, Canada Desjardins Full timeWe are seeking a dedicated and customer-focused Financial Services Professional to join our team as a Client Relationship Manager.About the RoleThis is a full-time position based on site, where you will be responsible for providing exceptional service to our members and clients.You will work closely with personal finance advisors to enhance the service...
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Financial Planning Relationship Manager
3 weeks ago
Montreal, Quebec, Canada RBC Full timeUnlock Your Potential as a Financial PlannerWe are seeking an exceptional Financial Planner to join our team at RBC in Montreal, Canada. As a key member of our financial services team, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with tailored financial planning advice and helping them achieve their...
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Financial Relationship Manager
4 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob DescriptionWe are seeking a skilled Financial Relationship Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for establishing and maintaining impactful relationships with customers.Company OverviewThe Toronto-Dominion Bank is a leading financial services provider in Canada. Our...
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Financial Portfolio Manager
6 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout the RoleWe are seeking an experienced Financial Portfolio Manager to join our Client Service Centre team. This is a unique opportunity to work with clients, build strong relationships and deliver exceptional service.Job DescriptionIn this role, you will be responsible for building relationships with clients of our personal Group Choices plan. Your...
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Montreal, Quebec, Canada MD Financial Management Full timeJob DescriptionRole OverviewAs a Senior Client Service Associate at MD Financial Management, you will play a vital role in delivering exceptional client experiences, driving client satisfaction, and fostering long-term relationships. This dynamic position requires a client-focused individual with a passion for delivering personalized service, navigating...
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Financial Services Relationship Officer
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full time**Company Overview:** At Royal Bank of Canada, we're committed to safe banking and delivering exceptional client experiences. Our Credit Management and Recoveries team is looking for a skilled professional to join their ranks as a Bilingual Credit Management Resolution Officer.**Salary:** We offer a competitive salary of $60,000 - $80,000 per year, depending...
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Montreal, Quebec, Canada Royal Bank of Canada Full timeUnlock Your Potential in Commercial Financial ServicesAt Royal Bank of Canada, we're looking for a seasoned professional to join our team as a Senior Commercial Financial Services Relationship Director. As a key player in our organization, you'll have the opportunity to leverage your expertise in financial analysis, client relationship management, and...
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Montreal, Quebec, Canada Royal Bank of Canada Full timeThe Royal Bank of Canada is seeking a skilled Commercial Financial Services Relationship Manager to join our team in Montreal, Quebec.This role offers an exciting opportunity for an individual with a passion for delivering exceptional client service and developing strong relationships with commercial business clients. As a key member of our team, you will be...
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Top Financial Services Consultant Role
6 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. We're seeking a skilled Financial Services Consultant to join our team.This role is an excellent opportunity for someone who is passionate about providing exceptional client service and building strong relationships with existing...
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Senior Financial Planning Specialist
6 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeAbout the RoleAt Sun Life Financial, we are seeking a highly skilled and motivated Senior Financial Planning Specialist to join our Client Relationship Team. This is a unique opportunity to build relationships with clients of our personal Group Choices plan and provide comprehensive portfolio reviews, retirement planning discussions, and financial advice to...
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Conseiller en services financiers expérimenté
3 weeks ago
Montreal, Quebec, Canada Momentum Financial Services Group Full timeUne carrière dynamique dans les services financiersVous recherchez un défi professionnel stimulant et une opportunité de croissance professionnelle ? Le poste de Conseiller en services financiers expérimenté est l'endroit idéal pour vous.Description du posteNous recherchons un individu compétent et passionné qui souhaite rejoindre notre équipe de...
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Senior Financial Analyst
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled IT Senior Financial Analyst to join our Montreal IT Finance team.This dynamic role requires a balance of technical numerical proficiency, strong relationship building skills, and a good knowledge of project and operational portfolio financial management.
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Data Intelligence Analyst for Financial Services
3 weeks ago
Montreal, Quebec, Canada The Maples Group (Financial Services) Full timeJob DescriptionWe are seeking an accomplished Data Intelligence Analyst to join our Business Technology team at The Maples Group, a global leader in financial services. This role is part of our financial services business in Montreal and reports directly to the Business Technology Manager.The successful candidate will support the Business Technology Team by...
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Banking Relationship Manager
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeGrow Your Career in BankingNational Bank is seeking a highly motivated Banking Relationship Manager to join our team. As a key member of our team, you will play a vital role in building and maintaining relationships with our clients, providing expert advice on mortgage renewal options, and helping them achieve their financial goals.About the Role:In this...
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Montreal, Quebec, Canada Sun Life Financial Full timeSun Life Financial is a leading provider of life insurance, health insurance, and financial services. With our focus on innovation and customer-centricity, we are seeking an experienced Prospr Advisor to join our dynamic team.The ideal candidate will have a strong background in retail insurance and investment products, with excellent communication and...
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Investment and Relationship Manager to join our Canadian Banking Branch network.In this role, you will be responsible for providing exceptional service throughout the customer's journey, focusing on complex solutions and comprehensive financial planning.You will work closely with customers to understand their...
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Montreal, Quebec, Canada Scotiabank Full timeAt Scotiabank, we are seeking a Senior Total Wealth Planner to join our team.About the RoleThis is a challenging and rewarding opportunity for a high net worth financial planner to leverage their expertise in delivering comprehensive financial planning advice to clients.Main ResponsibilitiesDeveloping end-to-end goals-based financial plans that cater to the...
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Montreal, Quebec, Canada Mackenzie Financial Corporation Full timeAbout Mackenzie Financial CorporationMackenzie Financial Corporation is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial...