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Keywords: Financial Advisor - Montreal, Location: Montreal, QC

Page: 3

Senior Investment Analyst

Company: Mercer Description: Mercer Canada is seeking a Senior Investment Analyst for our Montreal, Quebec City... in financial services or pension environment working in an analyst and client facing capacity is preferred. Designation...

Company: Marsh McLennan
Location: Montreal, QC
Posted Date: 08 Jun 2025

Director, Wealth Solutions Group - Bilingual

Bankers, Retail Bank financial advisors and Third-party Investment Advisors. The successful candidate will be primarily... focused on distributing Canadian Depositary Receipts (“CDRs”) through various advisor distribution networks. The role operates...

Company: CIBC
Location: Montreal, QC
Posted Date: 08 Jun 2025

Senior Director, Broadcast Engineering (T & I) (Telework/Hybrid)

expert/advisor, in the 5-year capital plan preparation. Sets Engineering standards and procedures in collaboration... financial forecasts and scheduling information to the Capital Planning. Has authority to commit funds as per current financial...

Company: CBC/Radio-Canada
Location: Montreal, QC
Posted Date: 06 Jun 2025

Chief accountant and payroll

and permanent on the South Shore of Montreal. Our team of financial experts speak your language and operate in your world. We cover... an accounting title, an asset. PROCEDURE: First interview with Romane Dumaine, recruitment advisor, then with the financial...

Company: Fed Finance
Location: Longueuil, QC
Posted Date: 02 Jun 2025

ScotiaMcLeod Administrative Associate

by: supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor... to review targets, recommendations, and financial plans/concepts Build effective working relationships across various...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 30 May 2025

Capital Account Executive

a trusted advisor relationship with your customers and identify where Financial Service opportunities lie across your book...… you might just be in the right place! We're looking for a Capital Account Executive to join our GTM Financial Services Team in NoAM...

Company: Lightspeed
Location: Montreal, QC
Posted Date: 28 May 2025

Market Data Sourcing Specialist (Hybrid)

relationship, be an advisor to business units and Market Data Analysts, do analysis of BU requirements and consumption drivers..., and to influence and advise on best-fit solutions. Since 1935, Morgan Stanley is known as a global leader in financial services...

Company: Morgan Stanley
Location: Montreal, QC
Posted Date: 28 May 2025

ScotiaMcLeod Investment Associate

at Scotiabank. As a senior member of the Wealth Advisor's support team, the Investment Associate's primary purpose is to work... closely with the Advisor in the development and the management of their book of business by providing effective client service...

Company: Scotiabank
Location: Montreal, QC
Posted Date: 28 May 2025

IT Software Sourcing Manager (Hybrid)

associated with outsourced services). Since 1935, Morgan Stanley is known as a global leader in financial services... software category. Serve as a trusted advisor to technology stakeholders and work collaboratively across multiple levels...

Company: Morgan Stanley
Location: Montreal, QC
Posted Date: 28 May 2025

Bilingual Disability Case Manager

Permanent Full Time - We are looking for a Bilingual Disability Case Manager in Montreal, QC. In this fast-paced... to deliver exceptional customer and advisor experiences. Together, as part of a great team, you'll deliver on our shared...

Company: Canada Life
Location: Montreal, QC
Posted Date: 28 May 2025

Enterprise Account Executive

investment. As a trusted advisor, we partner with industry leading MarTech solutions – Adobe, Salesforce, SAS, Unica (HCL... others during your normal work hours Offices located in pedestrian friendly, central locations in Montreal, Toronto, Calgary and Casablanca...

Company: Munvo
Location: Montreal, QC
Posted Date: 25 May 2025

Bilingual (Fr/En) Regional Sales Manager (Outside Wholesaler), Wealth

and monitor progress​ Lead generation of prescribed conversion rates and sales targets​ Grow the region by optimizing Advisor... financial services/investment industry preferred​ Industry specific designations such as CSC/IFIC required​ MBA, FPC or CIM...

Company: Canada Life
Location: Montreal, QC
Posted Date: 25 May 2025
Salary: $84900 - 141400 per year

Lead IT Risk- Control Testing

with the stakeholders across business units and teams to build trust and act as a trusted advisor. Perform as subject matter..., with at least two years in a team lead capacity preferably within financial services industry. Experience or understanding of IT risk...

Location: Montreal, QC
Posted Date: 24 May 2025

Senior Client Service Representative Commercial Programs and Affinity Center of Excellence

as a Senior Client Service Representative. This role will be based in Montreal or Toronto. This is a hybrid role...’s license (AMF - Qc). 1-2 years’ work experience in personal or commercial insurance or in the financial sector. Experience...

Company: Marsh McLennan
Location: Montreal, QC
Posted Date: 24 May 2025

Administrative Associate, Wood Gundy-Bilingual

in administrative processes related to Investment Advisor and team support. Assist in the development of investment plans and written... proposals for current and prospective clients. Assist with processes to redirect assets to appropriate financial products based...

Company: CIBC
Location: Montreal, QC
Posted Date: 24 May 2025

Client Account Manager (18-month Contract)

Job Type: Temporary Contract Work Model: Hybrid Reference code: 129157 Primary Location: Montreal, QC... All Available Locations: Montreal, QC Our Purpose At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help...

Company: Deloitte
Location: Montreal, QC
Posted Date: 23 May 2025
Salary: $85000 - 156000 per year

Client Account Manager (18-month Contract)

Job Type: Temporary Contract Work Model: Hybrid Reference code: 129157 Primary Location: Montreal, QC... All Available Locations: Montreal, QC Our Purpose At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help...

Company: Deloitte
Location: Montreal, QC
Posted Date: 22 May 2025
Salary: $85000 - 156000 per year

Supervisor, New Business Case Coordination

for Advisor Experience in Insurance Operations. Position Responsibilities: Contribute to the success of Case coordinators..., produce reports, and leverage in-depth knowledge of products, policies, sales networks, and advisor relationships to manage...

Company: Manulife
Location: Montreal, QC
Posted Date: 22 May 2025

Bilingual (Fr/En) Law Clerk - 12months contract

for this position to be located in the following head office locations: Montreal, Toronto, London, Winnipeg. Reliability Status.... You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor...

Company: Canada Life
Location: Montreal, QC
Posted Date: 16 May 2025
Salary: $56000 - 83900 per year

Senior DC Investment Consulting Analyst

Analyst for our Montreal, Quebec City or Ottawa office. As a Defined Contribution (DC) Retirement Consulting Analyst... with production and peer review of regular monitoring reports. Assist companies in managing the financial well-being...

Company: Marsh McLennan
Location: Montreal, QC
Posted Date: 16 May 2025