client associate jobs in Montreal

Lieu de travail : Montréal Oberfeld Snowcap fournit à ses clients des services-conseils en immobilier commercial et une expertise innovante qui offrent rentabilité et valeur ajoutée de niveau mondial.Fondée il y a plus de 40 ans, Oberfeld Snowcap est une société-conseils en immobilier commercial et en commerce de détail à service complet qui se...

Client Servicing Associate Join to apply for the Client Servicing Associate role at Mercer We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office. Responsibilities Maintain expert knowledge on the various portfolios for...

Support high-net-worth clients as a Client Associate with CIBC Wood Gundy in Montréal, using relationship management and investment advice. Work arrangement details are discussed during interviews.As a Client Associate, you support Investment Advisors managing Wood Gundy client portfolios and developing new business. You engage clients directly, identify...

As an Associate in the Client Service Team, you will act as a knowledge broker between our clients and industry experts. Your role is to partner with our clients to understand their knowledge gaps and identify experts with the most relevant experience and knowledge that can address them. One day you could be connecting a private equity firm with experts to...

Lieu de travail : Montréal Oberfeld Snowcap fournit à ses clients des services-conseils en immobilier commercial et une expertise innovante qui offrent rentabilité et valeur ajoutée de niveau mondial.Fondée il y a plus de 40 ans, Oberfeld Snowcap est une société-conseils en immobilier commercial et en commerce de détail à service complet qui se...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Work Location: Montréal, Quebec, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 52 700 $/$52,700 - 74 400 $/$74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

Remote seat on a team that helps families understand and set up protection options.Flexible hours. Mentorship. Clear expectations.Offer1. Purpose with a process — not vague “help people.”2. Work from home.3. A growth path if the numbers and the attitude are there.4. Coaching instead of sink-or-swim.5. Honest conversations only. No pressure...

Build client relationships from home through video meetings, warm leads, and a flexible full-time or part-time schedule.As a Virtual Client Services Associate, you will work a supplied process with coaching. You will run web-based presentations, follow warm interest, and build a book. The work requires clear communication, professional presence, and...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Enhance your skills as a Client Services Associate with Dialectica, engaging with industry experts to aid client projects. This role demands critical thinking and extensive research to connect clients with specialized knowledge. Dialectica is seeking an Associate for its Client Service Team, a crucial revenue generator in the company. You will craft...

Who we are Employment Hero is on a mission to make employment easier and more valuable for everyone. Our Employment Operating System brings hiring, HR, payroll and benefits into an all-in-one solution. Since our inception in 2014, we’ve scaled to a $2 billion valuation and gained a presence in 6 countries globally - Australia, New Zealand, Singapore,...

Description The Associate Client Advocate (ACA)client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and isresponsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This...

Support high-net-worth clients as a Client Associate with CIBC Wood Gundy in Montréal, using relationship management and investment advice. Work arrangement details are discussed during interviews. As a Client Associate, you support Investment Advisors managing Wood Gundy client portfolios and developing new business. You engage clients directly, identify...

As an Associate in the Client Service Team, you will act as a knowledge broker between our clients and industry experts. Your role is to partner with our clients to understand their knowledge gaps and identify experts with the most relevant experience and knowledge that can address them. One day you could be connecting a private equity firm with experts to...

Client engagement and digital banking define this CIBC opportunity in Westmount-Sherbrooke&Victoria. Work full-time onsite while supporting everyday banking needs.As a Client Engagement Associate on the Personal and Business Banking Team, you will support clients in a banking centre. Use financial services knowledge, problem solving, and digital literacy to...

TD Bank Group in Montréal is seeking a Client Service Associate for Financial Planning to support TD Wealth financial planners with client interactions, progress reviews, and business-building activities. The role requires a university diploma or 2+ years in the industry, and bilingual English/French communication.37.5 hours per week with a competitive CAD...

Support wealth management clients at BMO Nesbitt Burns using Investment Representative licensing, trade processing, and personalized service. Work directly with clients and Investment Advisors.As a Client Service Associate, you will support an Investment Advisor team within BMO Private Wealth. Build client relationships while managing investment accounts,...

Application Deadline: 11/02/2026Address: 419 King Street W, Suite 301Job Family Group: Wealth Sales & ServiceBMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep...

Work Location: Montréal, Quebec, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: 52 700 $/$52,700 - 74 400 $/$74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...