, email, or in-person interactions, ensuring excellent customer service. Administrative Tasks Manage the advisor’s calendar, including... direction of the investment advisor. Monitor account activities to ensure timely and accurate execution of orders...
to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial...), Financial Products, Post-Sales Support, Product Knowledge, Teamwork...
collaboration avec les équipes Product Marketing et Sales afin d’assurer la cohérence des messages, des propositions de valeur... that align marketing, sales, and product teams. Key Responsibilities Lead and mentor a growing marketing team, providing...
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business... accommodations at any stage in the recruitment process. Just ask! Job Family Member/client sales and service (FG) Unposting...
, translating client requirements into practical Business Central use cases and roadmap recommendations. Partner with sales... solutions. Grow existing accounts through trusted-advisor relationships, identifying cross-sell and upsell opportunities...
implementation process—from gathering critical submission documents to coordinating with Underwriting, Client Services, Sales... from Sales Consultant, Advisors and Client Relationship Specialist. Applies extensive in-depth knowledge, skills, and practices...
(TAM) to serve as a trusted advisor to our customers across INNERGY and Microvellum. This role sits at the intersection... Managers, Support, Product, Engineering, and Sales to deliver a cohesive customer experience. Support renewals and expansion...
your Rollover Sales Manager will empower you to make a difference in our clients’ lives. Reporting to the Sales Manager, Client... to ensure members are contacted in a timely fashion Introduce clients to a Sun Life Advisor to assist with an identified need...
Sales Team in increasing advisor knowledge of and confidence in CIBC Asset Management products. At CIBC we enable the work... National Sales Team through relationship-building, sales support activities, and administrative activities. Assist the National...
your Rollover Sales Manager will empower you to make a difference in our clients’ lives. Reporting to the Sales Manager, Client... to ensure members are contacted in a timely fashion Introduce clients to a Sun Life Advisor to assist with an identified need...
Business Reviews Customer Success Plan development Churn forecasting and mitigation Trusted advisor to customer Provide... Explorer) Identify Expansion opportunities (Success Leads) Collaborate with sales on joint account planning Track...
industries, you'll be gaining the experience others can only dream of. As a AI Solutions Sales Consultant (SMB & Mid-Market... owners and senior stakeholders Sell AI audits, CTO-as-a-Service engagements, and AI agent deployments Own the full sales...
framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize... Prepare federal and provincial sales tax returns including working with Excel spreadsheets to review and summarize the...
Enterprise Field Sales team and will cover the Greater Montreal region. The Enterprise Account Executive will play an integral... role in developing the territory and will focus on formulating and executing a sales strategy within an assigned territory...
focused on developing buying relationships with small to medium-sized business customers. As a trusted advisor to Insight..., which encompasses hardware, software, services, and networking. This position will partner with sales specialists to manage and grow...
focused on developing buying relationships with small to medium-sized business customers. As a trusted advisor to Insight..., which encompasses hardware, software, services, and networking. This position will partner with sales specialists to manage and grow...
and updates through electronic communications, in-person meetings, or webinars. Act as a trusted advisor to business users on ERP... and/or distribution industries. Technical Skills Strong knowledge of core business processes (Purchasing, Sales, Inventory, Finance...
that financial accounting records used for benefit calculations and advisor compensation are accurate and complete. Tracking... under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based...
that financial accounting records used for benefit calculations and advisor compensation are accurate and complete. Tracking... under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based...
Montreal, QC Marketing | Marketing - Sales & Partnership | Vente & partenariats / Permanent Full-Time | Permanent... with global and regional leadership, as the Director of Business Development you will act as a strategic advisor, leveraging deep...