Customer Success Advisor - Montreal

Senior Advisor Role Overview · A senior advisor position at National Bank involves participating in transformation efforts and contributing to client success. You will work within a complex environment analyzing business issues, meeting stakeholder needs, and supporting strategic ...

<p>À propos de Orgill Canada: Orgill Canada, filiale en propriété exclusive de Orgill,</p><p>Sommaire du poste: Dans ce poste essentiel, vous n'êtes pas simplement un représentant des ventes,</p> ...

Le titulaire du poste devra travailler au sein d'une équipe dynamique et autonome. · ...

Vous possédez un talent naturel pour établir des liens et repérer les meilleurs talents ? Vous aimez nouer des relations, soutenir les candidats et avoir un impact ? Nous aimerions vous rencontrer Groupe Montpetit souhaite ajouter un conseiller, gestion des talents à son équipe. ...

The Vice President, Systemized Solutions is a trusted partner to financial advisors, · helping them design and implement effective investment management process through · a structured, consultative process. · This role blends portfolio construction expertise, · advisor engagement ...

You are as unique as your background experience and point of view. Here you'll be encouraged empowered and challenged to be your best self. · Own the Advisor Effectiveness Strategy monitoring competitive environments and developing strategic responses · Lead the development and e ...

We are looking for candidates based in Eastern Canada, and French language skills are a non-negotiable for this position. · ...

PPI is an Insurance Marketing Organization that sits between independent advisors and insurance companies. Our people drive our progress through innovative ideas and a commitment to excellence. · As a Business Development Manager at PPI you will work closely with the regional Bus ...

The Financial Planning Practice Lead plays a pivotal role in shaping how Scotia Wealth Management delivers financial planning value to clients. · Work closely with other members of the Practice Excellence team to develop and implement enterprise-wide financial planning initiative ...

Nous recherchons un(e) Directeur(trice), Relations clients entrepreneurial(e) et énergique pour aider à propulser nos segments de détail. · ...

The Director, Business Advisory provides business advisory and succession planning services to high net worth clients. · ...

Job summary · Join a purpose driven winning team committed to results in an inclusive and high-performing culture. · ResponsibilitiesPartner with national and regional sales teams to deliver tax estate and retirement planning insights that support advisor engagement and sales ini ...

The position is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within the Greater Toronto region. · Minimum of 3-5 years' experience within the life insurance industry coupled with a University degree (or equival ...

L'ACADEMIE is dedicated to providing accessible, affordable, and professional education tailored to the practical needs of real-world industries. This role includes student recruiting, delivering information sessions, assisting with enrollment processes, and maintaining strong co ...

+Acts as the main point of contact for licensed advisors in the region who have questions and require support related to their in-force policy management activities. · +Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, sy ...

As an Administrative Assistant you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · Ensure effective client admini ...

The RBC Family Office Services team provides financial planning expertise and support to Investment Advisors and clients. As a Financial Advisory Support consultant, you will provide guidance on tax, estate, and financial planning ideas and strategies. · ...

The Director, Alternative Asset Allocation – plays a pivotal role in advancing Scotia Global Asset Management's leadership in portfolio construction and alternative investments. · ...

As a director, Alternatives Specialist, you will play a pivotal role in representing our alternative investment strategies to financial advisors and key stakeholders. You'll act as a strategic partner, translating complex investment concepts into actionable insights, and helping ...

Nous recherchons un(e) Architecte de solutions cloud (Cloud Solution Architect – CSA) spécialisé(e) · en Power Platform et en intelligence artificielle agentique, · passionné(e) par la transformation des applications métier · et de l'automatisation intelligente de nos clients sur ...