Jobs for client advisor at Montreal

Employment Type:Full-Time | Remote | Uncapped Commission StructureLocation:Remote (Must reside in Canada; local travel required)About Capital Markets Advisors (CMA) Capital Markets Advisors (CMA) is a boutique executive search and business advisory firm with over 20 years of experience helping leading financial services companies attract, grow, and retain...

Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $540 billion (USD) in assets under management globally. Renowned for its active, research-driven approach, the firm delivers investment solutions across asset classes, including equities, fixed income, alternatives, and multi-asset strategies. With a...

Position Overview The Client Advisor will be responsible for driving Neuberger Berman Canada’s distribution strategy in Quebec by building and maintaining relationships with financial advisors. Key Responsibilities - Proactively engage with financial advisors to promote Neuberger Berman’s investment solutions. - Develop and execute a comprehensive...

Employment Type: Full-Time | Remote | Uncapped Commission Structure Location: Remote (Must reside in Canada; local travel required) About Capital Markets Advisors (CMA) Capital Markets Advisors (CMA) is a boutique executive search and business advisory firm with over 20 years of experience helping leading financial services companies attract, grow, and...

Become an Investment Solutions Client Advisor at Neuberger Berman in Quebec, focusing on driving distribution through strategic partnerships with financial advisors. Build and maintain crucial relationships. This pivotal role requires you to engage with financial advisors, using your asset management experience to meet and exceed sales targets. Delivering...

Join Softchoice as an Enterprise Client Advisor and shape the future of technology sales. This hybrid role focuses on building and managing relationships with major clients to drive their success. As a client advisor, you will engage with Softchoice’s most active customers, helping them navigate technology solutions that foster growth and innovation. Your...

Elevate client relations as a Client Advisor at RBC in Ottawa, Canada. Excel in delivering exceptional customer service while promoting the RBC brand and supporting new client acquisition.This part-time role as a Client Advisor in Ottawa focuses on personalized service and fostering relationships. Your drive for client-first solutions will help build...

Job Description What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

Desjardins in Montreal West seeks a Business Advisor to build and maintain member/client relationships, selling specialized products through multiple channels. You will analyze needs, prepare personalized solutions, and help negotiate agreements while ensuring service quality and client satisfaction.You will stay current on products and standards, support...

Company:MarshDescription:We are seeking a talented individual to join our Account Management team at Marsh as Senior Client Advisor - Personal Lines. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.You will be joining a positive, dynamic, experienced, and tenured team of...

A recruitment agency is seeking a Commercial Underwriter for a remote role based in Québec. This full-time position offers a salary of $75,000 to $95,000, plus benefits including a comprehensive group insurance program and retirement plan access. The ideal candidate should have underwriting experience and strong analytical skills. Enjoy competitive pay and...

We are seeking a talented individual to join our Account Management team at Marsh as Senior Client Advisor - Personal Lines. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office. You will be joining a positive, dynamic, experienced, and tenured team of insurance professionals...

Join Softchoice as an Enterprise Client Advisor and shape the future of technology sales. This hybrid role focuses on building and managing relationships with major clients to drive their success. As a client advisor, you will engage with Softchoice’s most active customers, helping them navigate technology solutions that foster growth and innovation. Your...

We are seeking a talented individual to join our Account Management team at Marsh as Senior Client Advisor - Personal Lines. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office. You will be joining a positive, dynamic, experienced, and tenured team of insurance professionals...

DescriptionOverview:We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusivity, and creativity.For us, it is a dream to be associated with a...

DescriptionOverview:We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusivity, and creativity.For us, it is a dream to be associated with a...

Excel as a Bilingual Commercial Inside Sales Client Advisor at Softchoice, managing customer accounts while promoting innovative technology solutions. Connect with clients and transform relationships into sales. This role at Softchoice enables you to shape your career while managing a diverse portfolio of clients across North America. You will work closely...

Position Overview The Client Advisor will be responsible for driving Neuberger Berman Canada’s distribution strategy in Quebec by building and maintaining relationships with financial advisors. Key Responsibilities Proactively engage with financial advisors to promote Neuberger Berman’s investment solutions. Develop and execute a comprehensive...

WTW is seeking a Senior Director to lead the Client Service team in Montreal, coordinating investment consulting for institutional clients including defined benefit, defined contribution, endowment and foundations. The role emphasizes risk and objective setting, asset allocation, manager selection, and ongoing policy and performance evaluation.The candidate...

We are seeking a talented individual to join our Account Management team at Marsh as Senior Client Advisor - Personal Lines . This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office. You will be joining a positive, dynamic, experienced, and tenured team of insurance...