Strategic Client Advisor
5 days ago
The Strategic Client Advisor role at Bank of Montreal is focused on developing and managing banking relationships with high-net-worth clients. The successful candidate will have a proven track record in financial planning, banking products, and services, as well as excellent communication and negotiation skills.
- Develops and executes business plans to grow overall banking revenue.
- Collaborates with branch and regional teams to identify and make referrals.
- Makes credit decisions/recommendations in accordance with sound credit-granting principles.
Responsibilities:
- Provides expert service to an assigned portfolio of high and ultra-high net worth clients.
- Develops relationships with client's professional advisors to create tax-favourable structures.
- Leads deal teams to meet client needs as the lead relationship manager.
Requirements:
- Typically 9+ years of relevant experience and post-secondary degree in related field of study.
- Expert leadership and people management skills.
- Excellent communication and negotiation skills.
-
Strategic Advisor and Coach
7 days ago
Vancouver, British Columbia, Canada Grove Gallery & Interiors Full timeGrove Gallery & Interiors is a dynamic company that empowers entrepreneurs to achieve business growth and success. As a Strategic Advisor and Coach, you'll play a key role in driving client outcomes through expert guidance and support.About the RoleThis position requires an individual with a proven track record of delivering results-driven solutions, who can...
-
Client Advisor
4 weeks ago
Vancouver, British Columbia, Canada BVLGARI Full timeBVLGARI, a renowned Italian designer known for its luxury jewels and watches, seeks a client advisor. This person will report directly to the Assistant Store Manager or Store Director.Position OverviewAs a Client Advisor at BVLGARI, you will be instrumental in delivering a bespoke client experience that reflects the sophistication and values of our brand....
-
Client Advisor
4 weeks ago
Vancouver, British Columbia, Canada Gruppe Louis Vuitton Full timeLouis Vuitton is always looking for highly motivated Client Advisors with a passion for creating memorable experiences for our worldly clientele.Please note: employment eligibility for this role requires flexible availability throughout the year (evenings and weekends) and specifically throughout our holiday period (November and December).ProfileThis is an...
-
Strategic Engagement Advisor
7 days ago
Vancouver, British Columbia, Canada Vancouver Fraser Port Authority Full timeJob Description:\The Government and Stakeholder Relations Advisor provides strategic advice regarding government and key stakeholder relations components of critical files. This includes relationship building and maintenance, providing advice and guidance on strategic messaging, recommended approaches, and issues management.\This role involves developing...
-
Strategic Banking Advisor
7 days ago
Vancouver, British Columbia, Canada Scotiabank Full timeThe Role of a Senior Financial AdvisorAs a Senior Financial Advisor at Scotiabank, you will be responsible for delivering exceptional customer experiences by providing expert financial advice and guidance. Your primary goal will be to build strong relationships with our clients, understanding their unique financial goals and objectives, and developing...
-
Strategic Client Advocate
6 days ago
Vancouver, British Columbia, Canada Klue Full timeKlue is a pioneer in Competitive Enablement, empowering companies to truly understand their markets and outmaneuver competition.Your Key Responsibilities as a Customer Success ManagerYou'll be responsible for guiding customers through their Klue journey, championing adoption, and fostering strong relationships. Your goal is to ensure our customers are set up...
-
Vancouver, British Columbia, Canada Intello Technologies Inc. Full timeWe are seeking a highly skilled Human Resources Strategic Advisor to join our team at Intello Technologies Inc. As a trusted advisor, you will play a critical role in driving business success by developing and implementing strategic HR initiatives that align with the company's goals.Job DescriptionThis is a key position within our organization, requiring...
-
Junior Client Advisor
3 weeks ago
West Vancouver, British Columbia, Canada VinFast Recruitment Full timeWHO WE AREOriginating from Vietnam, VinFast is committed to the vision of becoming a global smart EV brand. VinFast has laid the foundation for the electric car and motorbike industry in Vietnam while passionately promoting the worldwide EV revolution.With its Customer-First philosophy, VinFast relentlessly innovates and converges intellectual fundamentals...
-
Client Service Advisor
3 weeks ago
Vancouver, British Columbia, Canada AllCleared Full timeWe're Hiring: Inbound Client Service Advisor Are you a confident, customer-focused professional looking to make a real impact? Join AllCleared , an industry-leading firm with over 35 years of experience , helping clients achieve life-changing outcomes. As we expand our services and grow our online presence, we're looking for a driven and dynamic...
-
Strategic Policy Advisor
4 days ago
Vancouver, British Columbia, Canada Steer Full timeSteer North America: Driving Transformational ChangeWe help public, private, and non-profit clients drive the development of transportation, resources, places, and communities. Our team provides deep expertise across strategy, advisory, planning, and design, helping clients achieve results and exceed their financial and strategic objectives.Our approach is...
-
Strategic Technology Advisor
6 days ago
Vancouver, British Columbia, Canada IBM Qatar Full timeAs a Technical Account Leader at IBM Qatar, you will play a key role in driving business growth and innovation through strategic partnerships with clients. Your primary responsibility will be to work closely with clients to understand their technology needs and develop tailored solutions using IBM's people, products, and services.You will collaborate with...
-
Strategic Financial Advisor
6 days ago
Vancouver, British Columbia, Canada Swim Recruiting Full timeAbout Us: Alabaster Group of Companies is a leading provider of innovative financial solutions, dedicated to helping businesses thrive in today's competitive market. Our team of experienced financial experts provides strategic guidance and support to clients, helping them navigate complex financial challenges and achieve their goals.Job Summary:We are...
-
Wealth Advisor
2 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people.By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our Wealth...
-
Strategic Client Manager
1 day ago
Vancouver, British Columbia, Canada OTT Financial Full timeAbout the RoleNational Technology and Telecommunications Company seeks an exceptional individual to lead client relationships in the Manufacturing industry. As a Strategic Client Manager, you will be responsible for building and managing a full-cycle sales organization with annual revenue exceeding $25 million.Key Responsibilities• Develop and execute...
-
Client Advisor
5 days ago
Vancouver, British Columbia, Canada RBC - Royal Bank Full timeJob Summary Job DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that matter most to clients and...
-
Client Advisor
5 days ago
Vancouver, British Columbia, Canada RBC - Royal Bank Full timeJob Summary Job DescriptionClient Advisor What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
-
Client Advisor
7 days ago
Vancouver, British Columbia, Canada RBC - Royal Bank Full timeJob Summary Job DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and...
-
Client Advisor
3 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob Summary Job DescriptionClient Advisor What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that...
-
Strategic Sales Director
6 days ago
Vancouver, British Columbia, Canada Manulife Insurance Malaysia Full timeWe are seeking an experienced Strategic Sales Director to join our team. In this role, you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists.As a key member of our dynamic sales team, your main objective will be to drive sales growth and effectively...
-
High-End Client Advisor
5 days ago
Vancouver, British Columbia, Canada BVLGARI Full timeBVLGARI is seeking an accomplished High-End Client Advisor to provide unparalleled service to our discerning clientele. This role requires strong communication skills, result-oriented approach, and a deep understanding of luxury retail.**Position Overview:**- Enhance client relationships, achieve sales targets, and serve as the primary contact for sales...