Jobs in Canada

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Added 16 mins ago
Transitions Coordinator - Delta, BC
Tribe Management Inc
Delta, BC
Full-time
Contribute to maintaining accurate records and ensuring a high-quality client experience throughout the transition process
Added 16 mins ago
Human Resources Business Partner
Aston Carter
Richmond, BC
Contract
Lead full-cycle recruitment activities for professional, technical, skilled trades, and operational positions.
Added 16 mins ago
Project Manager
Actalent
Vancouver, BC
Contract
Lead the end-to-end delivery of custom-engineered equipment and packaged systems from design through build, testing, and final delivery.
Added 16 mins ago
Solution Integration Manager
KPMG Canada
Halifax, NS
Full-time
Lead end-to-end solution development for complex pursuits, ensuring alignment between client requirements, delivery capabilities, and business objectives.
Added 16 mins ago
Acheteur | Buyer (Aerospace)
Aston Carter
Montreal, QC
Contract
5-10+ années d'expérience en gestion de fournisseurs/gestion de fournisseurs.
Added 16 mins ago
Buyer | Acheteur (Aerospace)
Aston Carter
Montreal, QC
Contract
5-10+ années d'expérience en gestion de fournisseurs/gestion de fournisseurs.
Added 16 mins ago
Concepteur(trice) En Conception Mécanique Aéronautique (Structures/Systèmes)
Actalent
Mirabel, QC
Contract
Notre client, une organisation de premier plan dans le secteur aéronautique, est à la recherche d'un(e) professionnel(le) expérimenté(e) en conception de structures et de systèmes…
Added 16 mins ago
Test Technologist
Actalent
Oakville, ON
Contract
Collaborate closely with the technical lead and full-time engineers.
Added 16 mins ago
Buyer | Acheteur (Aerospace)
Aston Carter
Montreal, QC
Contract
Lead supplier tendering and sourcing activities following purchasing strategies and methodologies.
Added 16 mins ago
Human Resource & Benefits Analyst
Aston Carter
Vaughan, ON
Contract
Lead and support system integrations by performing data mapping, validation, and reconciliation between HRIS, payroll, and related systems.
Added 16 mins ago
Payroll Team Lead
Aston Carter
Calgary, AB
Contract
Job Description: The Payroll Team Lead oversees end-to-end payroll processing for a large, multi-provincial employee population. This role ensures accurate and timely payroll execution,…
Added 16 mins ago
Intermediate Project Engineer
Actalent
Airdrie, AB
Contract
…projects in the oil and gas sector, ensuring delivery in line with client requirements, contractual obligations, budget, schedule, and quality standards. This role focuses on gas…
Added 16 mins ago
Solution Integration Manager
KPMG Canada
Calgary, AB
Full-time
Lead end-to-end solution development for complex pursuits, ensuring alignment between client requirements, delivery capabilities, and business objectives.
Added 16 mins ago
VP - Head of Toronto
Dedale Intelligence
Toronto, ON
Full-time
This role offers the opportunity to lead Dedale Intelligence's expansion into North America, opening our Toronto presence from the ground up. You will establish and build the local team,…
Added 46 mins ago
Manager - SOC 2 Assurance and Cybersecurity Advisory
KPMG Canada
Quebec, QC
Full-time
…Manager, SOC 2 Assurance and Cybersecurity Advisory. This is a client-facing leadership role for an experienced professional who combines a strong understanding of cybersecurity and…
Added 46 mins ago
Commercial Insights Principal, Private Equity
Dialectica
Montreal, QC
Full-time
Lead exploratory conversations with clients around that content, and convert them into new client opportunities.
Added 46 mins ago
Manager - SOC 2 Assurance and Cybersecurity Advisory
KPMG Canada
Montreal, QC
Full-time
…Manager, SOC 2 Assurance and Cybersecurity Advisory. This is a client-facing leadership role for an experienced professional who combines a strong understanding of cybersecurity and…
Added 46 mins ago
Solution Integration Manager
KPMG Canada
Vancouver, BC
Full-time
Lead end-to-end solution development for complex pursuits, ensuring alignment between client requirements, delivery capabilities, and business objectives.
Added 46 mins ago
Solution Integration Manager
KPMG Canada
Toronto, ON
Full-time
Lead end-to-end solution development for complex pursuits, ensuring alignment between client requirements, delivery capabilities, and business objectives.
Added 46 mins ago
Pre-Planning Advisor
Service Corporation International
Burnaby, BC
Full-time
Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter) target by selling pre-need…
Added 46 mins ago
Licensed Sales Assistant (evergreen)
Raymond James
Vancouver, BC
Full-time
…efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is…
Added 46 mins ago
Licensed Sales Assistant (Evergreen)
Raymond James
Toronto, ON
Full-time
…efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is…
Added 1 hour ago
Licensed Practical Nurse
Alberta Health Services
Bonnyville, AB
Full-time
5+ years’ experience in good standing with CLHA; Experience with Patient and Family Center Care (PFCC) and Complex Discharge Management with a multi-disciplinary team; Skill in…
Added 1 hour ago
Occupational Therapist I
Alberta Health Services
Lethbridge, AB
Temporary
…collaborate with the multi-disciplinary team to provide effective client care and appropriate discharge planning as this is an essential part of this role. Occupational Therapists work and…
Added 1 hour ago
Customer Support Manager | Gestionnaire du soutien technique
Jesta I.S.
Montreal, QC
Full-time
We're looking for a Customer Support Manager to lead our Service Desk, Technical Support, and Application Support teams. If you're a service-driven leader who thrives on building strong…

MHB Financial

Account Executive

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 28, 2026
Posting language: English
Posted: Sep 28, 2026

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Original job description

Company Description MHB Financial is a growing financial services organization focused on providing personalized solutions to individuals and businesses. The company offers a range of products and services designed to help clients manage their finances, plan for the future, and achieve their financial goals. Team members collaborate closely with clients to understand their unique needs and deliver tailored recommendations. MHB Financial values integrity, client service, and long-term relationships, creating an environment where professionals can build meaningful careers. The organization supports continuous learning and development to keep pace with evolving financial markets and client expectations.
Role Description The Account Executive is a full-time, on-site role based in Montreal, QC. This role is responsible for managing and growing a portfolio of client accounts, building strong relationships, and identifying opportunities to expand services. Day-to-day tasks include meeting with clients to assess needs, presenting financial products and solutions, preparing proposals, and following up on leads and referrals. The Account Executive will collaborate with internal teams to ensure smooth onboarding, accurate documentation, and high-quality service delivery. The role also involves monitoring account performance, addressing client inquiries, and maintaining detailed records within the company’s CRM and reporting systems.
Qualifications

Demonstrated ability to build and maintain client relationships, manage accounts, and provide consultative service.
Strong communication and presentation skills, with the capacity to explain financial concepts clearly and professionally.
Proficiency with CRM tools, spreadsheets, and standard office software to track activities and prepare client documentation.
Solid organizational and time-management skills, with attention to detail and the ability to handle multiple client requests.
Background or strong interest in financial services, banking, or related fields; prior sales or account management experience is an asset.
Bachelor’s degree in business, finance, economics, or a related discipline, or equivalent practical experience.
Ability to work on-site in Montreal, QC, and collaborate effectively with cross-functional teams.
Fluency in English; French language skills are considered an advantage in serving the local client base.

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More about this job

Responsibilities

Manage and grow a portfolio of client accounts by assessing client needs, presenting financial solutions, preparing proposals, and following up on leads and referrals. Coordinate with internal teams on onboarding and service delivery, monitor account performance, respond to inquiries, and maintain accurate CRM and reporting records.

Requirements

Candidates should have client relationship and account management abilities, strong communication and presentation skills, proficiency with CRM tools and office software, and solid organizational skills. A bachelor's degree in business, finance, economics, or a related field - or equivalent practical experience - is requested; financial services interest or experience is an asset, and English fluency is required.

Skills

Account Management
Consultative Sales
Financial Product Presentation
Communication
Presentation Skills
CRM Tools
Spreadsheet Proficiency
Client Documentation
Organization
Time Management
Attention to Detail
Lead Follow-Up
Cross-Functional Collaboration
Financial Services Knowledge

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Account Management
Client Relationships
Sales
Business Development
Consultative Service
Financial Products
Financial Solutions
Client Needs Assessment
Proposals
Lead Follow-Up
Referrals
Client Onboarding
CRM
Spreadsheets
Office Software
Account Performance
Client Documentation
Reporting Systems
Cross-Functional Collaboration
Banking
English
French

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