Wealth Management Intern supporting sales team with activity management and case support in Montreal Office. Requires bilingualism and post-secondary education in Commerce or related field.
Responsibilities
Work closely with the external wholesaler and inside wholesaler.
Manage activity for the territory.
Support on wholesale opportunities.
Report on Salesforce opportunities and activity management.
Provide general administrative support.
Requirements
Currently enrolled at a recognized Canadian college or university or have graduated within the past eight months.
Complete or in the process of completing a post-secondary education in Commerce or a related degree.
Completing, completed, or are strongly motivated to complete their CSC/IFIC certification.
Experience in sales, hospitality or other client-facing roles.
Bilingualism (fluent in French and English) required.
Field Operations Associate II managing inventory and customer service. Supporting Grainger's strategic vision by providing the best service to customers on - site.
Bilingual IT Trainer at McCarthy Tétrault, a Canadian law firm. Responsible for developing training programs and utilizing AI tools for staff training.
Bilingual Senior Contracts Specialist at Stryker overseeing contract management and collaborating with various teams. Responsible for negotiation, compliance, and maintaining contract documentation.
Bilingual Senior Case Manager responsible for case management and reimbursement support at Sentrex Health Solutions. Collaborating with various stakeholders to ensure patient access to prescribed therapies.
Senior Advisor managing high net worth clients' financial journeys at Wealthsimple. Delivering tailored financial plans and enhancing client experiences in a remote work setting.
Associate Specialist handling bilingual Sales inquiries and supporting operations for investment products at PICTON Investments. Engaging in cross - functional collaboration and ensuring compliance in investor operations.
Appliance Delivery Assistant at Gofor Delivers Inc. for appliance installation and customer service in Montreal. Focused on teamwork and delivering exceptional customer experiences.
Manager, Credit specializing in Canadian agriculture and lending practices at FCC. Leading a team of credit managers and overseeing complex credit decisions for agricultural financing.
Bilingual Client Transactions Service Associate managing DS Front Office Operations inquiries and problems. Collaborating with various operations centers to ensure seamless service experience.
Bilingual Service Solutions Unit Representative responsible for timely resolution of client account issues in financial services. Ensuring superior service to clients in their preferred language of choice.