Investment Specialist - Montreal

Nous recherchons un(e) Spécialiste des plateformes d'investissement animé(e) par la technologie et désireux(se) de bâtir et d'opérer des processus performants. · Fully leverage the technology embedded in our systems to build and operate daily workflows · ...

We're building a relationship-oriented bank for the modern world. · You'll be joining CIBC's Investment Specialist team in Personal and Business Banking to build lasting connections with existing clients and provide investment planning advice that will enable their financial succ ...

The Account Manager will understand the structure and procedures of Mutual funds operations and/or registered plans (RRSP, RESP, TFSA etc.) · ...

Your role involves understanding mutual fund operations procedures, establishing client relationships through coordination with internal services. · ...

This role involves understanding mutual fund operations and coordinating efforts to establish strong client relationships. · Understand structure and procedures of mutual funds operations. · Maintain strong client relationships by coordinating efforts with internal services. · ...

This is a role for an investment specialist that involves understanding mutual fund operations and maintaining client relationships. · ...

Investment and Retirement Specialist · An Investment and Retirement Specialist at National Bank will support clients in developing tailored investment strategies. · Increase savings by offering integrated financial solutions. · Carry out prospecting to develop client base. · Crea ...

We are seeking an Investment Compliance Specialist to join our team at Intact Investment Management Inc. This role will serve as a subject matter expert overseeing investment compliance and collaborating in the systematic monitoring of activities within our business unit. · ...

As an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. , · Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and ne ...

+This position will fill an essential role in our team. · +Compliance Monitoring and Surveillance · Regulatory and Client Guideline Management · Governance Reporting Audit Data Technology Process Improvement Stakeholder Partnership Issue Resolution Additional Responsibilities Par ...

++This Compliance Specialist position plays an essential role in investment management. · + · ++Design, implement, and optimize pre-trade and post-trade rules within compliance systems (e.g., Charles River). · Perform daily monitoring of portfolios against client investment guide ...

Mercor connects elite creative and technical talent with leading AI research labs. We are looking for an Investment Performance Specialist to evaluate financial models and market sizing to enhance investment strategies. · ...

Evaluate long/short equity strategies to enhance AI model training and outputs. · Develop and review financial models and market sizing/TAM analysis. · Conduct investment research, create summaries, and draft memos to improve AI evaluation. · ...

Mercor connects elite creative and technical talent with leading AI research labs. · ...

We're looking for a Financial Specialist for our growing private placement team called the Distribution Financial Strategy (DFS) team.Context · Intact Financial Corporation (IFC) distributes property and casualty insurance products through brokerage firms in Canada. · ...

We're looking for a Financial Specialist for our growing private placement team, called the Distribution Financial Strategy (DFS) team. · To do so, the Distribution Financial Strategy team provides financial support to several firms of different sizes through lending and equity i ...

Join a purpose driven winning team in an inclusive and high-performing culture as an Investment & Personal Banking Specialist providing exceptional service to customers throughout their journey. · ...

+Job Summary · This role provides support to clients and team members inside and/or outside the province of Quebec. · +ResponsibilitiesMakes outbound calls to customers. · Provides wealth and investment-related sales and service to BMO customers or prospects. · ...

Join a purpose driven winning team committed to results in an inclusive and high-performing culture. · As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. · In this role you will:Be passionate about financial ...

Join a purpose driven winning team, · committed to results, in an inclusive and high-performing culture. · Taking a proactive approach to discovering our customer needs, · Educating our customers, providing relevant insights and expert advice,Building our customer's comprehensive ...