Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centr[...]
CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
What you will do: Perform an appropriate level of assessment to recommend strategic partnership solutions; make sound decisions based on tangible data and analysis, experience and judgment Serve as key interlock and contact between var[...]
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Job SummaryJob DescriptionWhat is the opportunity?You will support Commercial Account Managers (CAM) in credit renewal and adjudication of files
We are looking for a Commercial Insurance Broker (Client Service Manager) to join our Sports team in our Montreal office! As a Client Service Manager, you will be responsible for assisting the Client Executive in managing clients by es[...]
If you're passionate about technology, enjoy connecting with people, and thrive in a supportive team environment, consider exploring the following opportunity! As a Sales Associate, you can expect to: Enhance the retail experience in o[...]
If you're passionate about technology, enjoy connecting with people, and thrive in a supportive team environment, consider exploring the following opportunity! We are looking for a Retail Account Representative Responsibilities: Manage[...]
Commercial Support and Proposal Analyst (Bilingual) Montreal, QC, Canada Req #317 Tuesday, April 16, 2024 Are you ambitious and looking to make the right move in your career? Now is the perfect time to join us. Egis is experiencing sub[...]
We are looking for a Client Executive to join our team in our Montreal office! As a Client Executive, you'll be part of a dynamic group of like-minded brokers, working collaboratively to serve existing key accounts, while generating ne[...]